Sunrise Rlty Tr shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Sunrise Rlty Tr (SUNS) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Sunrise Rlty Tr
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Quarterly reported holdings in Sunrise Rlty Tr by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6k | 539 | 10.39 |
| 2025-06-30 | $5.7k | 539 | 10.60 |
| 2025-03-31 | $6.0k | 539 | 11.07 |
| 2024-12-31 | $7.6k | 539 | 14.08 |
| 2024-09-30 | $7.8k | 539 | 14.39 |
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