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Sunrise Rlty Tr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

All positions including Sunrise Rlty Tr held by MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8 1 8.00

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Top funds holding Sunrise Rlty Tr

BlackRock
Vanguard Group
Vanguard Capital Management
Philadelphia Financial Management of San Francisco
Gratia Capital
Citadel Advisors
Pacific Ridge Capital Partners
Daniel D. Thurber
Geode Capital Management
Raymond James Financial
State Street Corporation
Penserra Capital Management
Caption Management
Marshall Wace
Stifel Financial

View all funds holding Sunrise Rlty Tr