Capital Performance Advisors »

Sunrise Rlty Tr shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Sunrise Rlty Tr shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

All positions including Sunrise Rlty Tr held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sunrise Rlty Tr by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $42 3 14.33

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Sunrise Rlty Tr

Daniel D. Thurber
BlackRock
Geode Capital Management
Northern Trust
Mirae Asset Global Etfs Holdings
Bank of New York Mellon
Thomas Stevens, CFA"
Penserra Capital Management
Invesco
Charles Schwab Investment Management
Susquehanna International
Jpmorgan Chase & Co
Catalyst Capital Advisors
LSV Asset Management
Rhumbline Advisers

View all funds holding Sunrise Rlty Tr