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Sunrise Rlty Tr shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sunrise Rlty Tr by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-06-30 $151 19 7.95

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Top funds holding Sunrise Rlty Tr

BlackRock
Vanguard Capital Management
Gratia Capital
Citadel Advisors
Pacific Ridge Capital Partners
Geode Capital Management
Raymond James Financial
State Street Corporation
Penserra Capital Management
Caption Management
Stifel Financial
GatePass Capital
Northern Trust
Vanguard Fiduciary Trust
Goldman Sachs Group

View all funds holding Sunrise Rlty Tr