Bank Julius Baer & Co. Ltd, Zurich
BankPosition in SUI — Sun Communities Inc
CIK 1544599
ZURICH, V8
Position in SUI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$67,869
-$3,424 QoQ
Shares Held
566
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 527 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $445,175 across 7 REIT - Residential names. SUI ranks #5 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
303 | $88,351 | |
| 2 | VMRK |
Vivmark Residential
|
1,190 | $80,836 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,410 | $72,806 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
510 | $70,859 | |
| 5 | SUI |
Sun Communities Inc
This page
|
566 | $67,869 | |
| 6 | AVB |
Avalonbay Communities Inc
|
340 | $64,154 | |
| 7 | MRP |
Millrose Properties, Inc.
|
10 | $300 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,869 | 566 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $71,293 | 566 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $70,133 | 566 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $73,014 | 566 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $71,593 | 566 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,810 | 566 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $63,083 | 513 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $412,748 | 3,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $371,369 | 3,086 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $404,126 | 3,143 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $75,645 | 566 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $67,808 | 573 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,535 | 556 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $79,738 | 566 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $80,938 | 566 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $75,378 | 557 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $90,197 | 566 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $99,214 | 566 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $118,843 | 566 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $477,002 | 2,577 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $442,040 | 2,579 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $678,780 | 4,524 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $187,151 | 1,331 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $180,318 | 1,329 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $151,318 | 1,212 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||