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Sunrise Rlty Tr shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sunrise Rlty Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0k 70 14.40

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Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
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Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital 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