Vanguard Group
SUNS

Vanguard Group’s Sunrise Realty Trust SUNS Stock Holding History

Vanguard Group’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.52M Sell
585,284
-3,270
-0.6% -$32K ﹤0.01% 3214
2025
Q3 		$6.12M Buy
588,554
+94,628
+19% +$1.02M ﹤0.01% 3206
2025
Q2 		$5.24M Buy
493,926
+1,960
+0.4% +$20.3K ﹤0.01% 3201
2025
Q1 		$5.45M Buy
491,966
+209,066
+74% +$2.51M ﹤0.01% 3136
2024
Q4 		$3.98M Buy
282,900
+1,045
+0.4% +$15.1K ﹤0.01% 3354
2024
Q3 		$4.06M Buy
+281,855
New +$3.62M ﹤0.01% 3347

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vanguard Group's SUNS Position: Q4 2025 in Review

Vanguard Group reduced its Sunrise Realty Trust (SUNS) stake by 0.56% in Q4 2025, selling an estimated $32K and leaving 585,284 shares worth $5.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Vanguard Group first reported a position in SUNS in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.12M in Q3 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q4 2025.

  • Vanguard Group held 585,284 shares of Sunrise Realty Trust worth $5.52M as of Q4 2025.
  • Vanguard Group sold 3,270 Sunrise Realty Trust shares in Q4 2025, an estimated $32K.
  • Sunrise Realty Trust made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3214 holding.
  • Vanguard Group first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 6 quarters since.
  • Vanguard Group's Sunrise Realty Trust position peaked at $6.12M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.