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Sunrise Rlty Tr shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $376 49 7.67
2025-12-31 $462 49 9.43
2025-09-30 $509 49 10.39
2025-06-30 $526 49 10.73
2025-03-31 $534 49 10.90
2024-12-31 $689 49 14.08