Position in SUNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,909
+$23,500 QoQ
Shares Held
15,305
+20.5% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 71 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SUNS Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Curi Capital, LLC holds $5,369,711 across 9 REIT - Mortgage names. SUNS ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
132,011 | $1,239,582 | |
| 2 | EFC |
Ellington Financial Inc.
|
68,914 | $937,919 | |
| 3 | ADAM |
Adamas Trust, Inc.
|
90,783 | $851,544 | |
| 4 | MFA |
Mfa Financial, Inc.
|
73,811 | $715,227 | |
| 5 | DX |
Dynex Capital Inc
|
47,519 | $622,973 | |
| 6 | RWT |
Redwood Trust Inc
|
85,209 | $403,890 | |
| 7 | AGNC |
AGNC Investment Corp.
|
33,263 | $362,566 | |
| 8 | SUNS |
Sunrise Realty Trust, Inc.
This page
|
15,305 | $120,909 |
All Filings in SUNS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,909 | 15,305 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $97,409 | 12,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,761 | 12,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $131,953 | 12,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $134,620 | 12,700 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||