WPA
SUNS

Wealth Preservation Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Wealth Preservation 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
2025
Q2 		– Sell
-968
Closed -$10.7K – 632
2025
Q1 		$10.7K Buy
+968
New +$11.6K 0.01% 309

Other funds holding SUNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealth Preservation Advisors's SUNS Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Sunrise Realty Trust (SUNS) in Q2 2025, closing a stake of 968 shares — an estimated $10.7K sold.

Wealth Preservation Advisors first reported a position in SUNS in Q1 2025 and held it in 1 quarter. The position peaked at $10.7K in Q1 2025. 66 funds tracked by Wall St. Rank hold SUNS as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Sunrise Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 968 Sunrise Realty Trust shares in Q2 2025, an estimated $10.7K.
  • Wealth Preservation Advisors first reported a position in Sunrise Realty Trust in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Sunrise Realty Trust position peaked at $10.7K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.