Jones Financial Companies, L.L »

Sunrise Rlty Tr shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Sunrise Rlty Tr (SUNS) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Sunrise Rlty Tr

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All positions including Sunrise Rlty Tr held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sunrise Rlty Tr by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9k 900 10.97
2024-09-30 $1.5k 100 14.70

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Sunrise Rlty Tr

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

View all funds holding Sunrise Rlty Tr