Filing Research | SUNS - SUNRISE RLTY TR INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Register Financial Advisors LLC	Shares	11.7KSH	$92.4K
2	Spire Wealth Management	Shares	5.6KSH	$44.2K
3	EverSource Wealth Advisors, LLC	Shares	97SH	$767
4	IFP Advisors, Inc	Shares	94SH	$743
5	GAMMA Investing LLC	Shares	83SH	$656
6	Farther Finance Advisors, LLC	Shares	37SH	$292
7	Fortitude Family Office, LLC	Shares	20SH	$158
8	True Wealth Design, LLC	Shares	19SH	$151
9	Crewe Advisors LLC	Shares	7SH	$56
10	SJS Investment Consulting Inc.	Shares	7SH	$56
11	State of Alaska, Department of Revenue	Shares	1.2KSH	$9

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	Register Financial Advisors LLC unchanged	Shares	0	+$2.7K	$92.4K
2	Spire Wealth Management unchanged	Shares	0	+$1.3K	$44.2K
3	IFP Advisors, Inc added	Shares	+92	+$728	$743
4	EverSource Wealth Advisors, LLC added	Shares	+84	+$667	$767
5	Farther Finance Advisors, LLC added	Shares	+36	+$284	$292
6	Fortitude Family Office, LLC new	Shares	+20	+$158	$158
7	True Wealth Design, LLC new	Shares	+19	+$151	$151
8	Crewe Advisors LLC new	Shares	+7	+$56	$56
9	SJS Investment Consulting Inc. new	Shares	+7	+$56	$56
10	State of Alaska, Department of Revenue unchanged	Shares	0	$0	$9
11	GAMMA Investing LLC trimmed	Shares	-115	-$863	$656
12	Versant Capital Management, Inc exited	Shares	-483	-$3.7K	$0
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-3.5K	-$27.1K	$0
14	WASATCH ADVISORS LP exited	Shares	-365.2K	-$2.8M	$0

Filing Research | SUNS - SUNRISE RLTY TR INC Institutional Holdings