Position in SUNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$44,224
+$1,288 QoQ
Shares Held
5,598
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 71 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SUNS Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $916,440 across 17 REIT - Mortgage names. SUNS ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
11,230 | $251,102 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
10,500 | $171,990 | |
| 3 | EFC |
Ellington Financial Inc.
|
8,300 | $112,963 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
4,428 | $77,268 | |
| 5 | LADR |
Ladder Capital Corp
|
7,157 | $71,212 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
7,355 | $58,104 | |
| 7 | RITM |
Rithm Capital Corp.
|
6,001 | $56,349 | |
| 8 | SUNS |
Sunrise Realty Trust, Inc.
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|
5,598 | $44,224 |
All Filings in SUNS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,224 | 5,598 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $42,936 | 5,598 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,789 | 5,598 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $66,818 | 6,431 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $89,368 | 8,431 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $108,076 | 9,763 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $137,463 | 9,763 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||