WA
SUNS

Wasatch Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Wasatch Advisors’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
2026
Q2 		– Sell
-365,219
Closed -$2.8M – 238
2026
Q1 		$2.8M Sell
365,219
-228,609
-38% -$2.08M 0.02% 190
2025
Q4 		$5.6M Sell
593,828
-140,951
-19% -$1.38M 0.03% 172
2025
Q3 		$7.63M Sell
734,779
-87,909
-11% -$945K 0.04% 167
2025
Q2 		$8.72M Sell
822,688
-117,894
-13% -$1.22M 0.05% 162
2025
Q1 		$10.4M Buy
940,582
+331,737
+54% +$3.99M 0.06% 157
2024
Q4 		$8.57M Sell
608,845
-7,920
-1% -$114K 0.04% 166
2024
Q3 		$8.88M Buy
+616,765
New +$7.91M 0.04% 167

Other funds holding SUNS

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wasatch Advisors's SUNS Position: Q2 2026 in Review

Wasatch Advisors sold out of Sunrise Realty Trust (SUNS) in Q2 2026, closing a stake of 365,219 shares — an estimated $2.8M sold.

Wasatch Advisors first reported a position in SUNS in Q3 2024 and held it in 7 quarters. The position peaked at $10.4M in Q1 2025. 8 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Wasatch Advisors reported no remaining Sunrise Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Wasatch Advisors sold 365,219 Sunrise Realty Trust shares in Q2 2026, an estimated $2.8M.
  • Wasatch Advisors first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 7 quarters.
  • Wasatch Advisors's Sunrise Realty Trust position peaked at $10.4M in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.