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Sunrise Rlty Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Sunrise Rlty Tr (SUNS) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sunrise Rlty Tr by EverSource Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$12k	1.2k	10.50
2025-03-31	$464	42	11.07
2024-12-31	$478	34	14.09

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Top funds holding Sunrise Rlty Tr

Caption Management

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Philadelphia Financial Management of San Francisco

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Citadel Advisors

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View all funds holding Sunrise Rlty Tr

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