BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SUI — Sun Communities Inc
CIK 2010186
CINCINNATI, OH
Position in SUI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,296
-$1,579 QoQ
Shares Held
261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#426
of 529 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $127,429 across 9 REIT - Residential names. SUI ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
1,040 | $70,647 | |
| 2 | SUI |
Sun Communities Inc
This page
|
261 | $31,296 | |
| 3 | AVB |
Avalonbay Communities Inc
|
37 | $6,981 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20 | $5,831 | |
| 5 | MRP |
Millrose Properties, Inc.
|
170 | $5,108 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
69 | $4,447 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
11 | $1,528 | |
| 8 | CPT |
Camden Property Trust
|
11 | $1,259 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,296 | 261 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,875 | 261 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,340 | 261 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $33,669 | 261 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $33,013 | 261 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $33,575 | 261 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $32,095 | 261 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $35,274 | 261 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $31,408 | 261 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $33,559 | 261 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $61,612 | 461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,554 | 461 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $60,142 | 461 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $64,945 | 461 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $83,655 | 585 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $79,168 | 585 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $93,225 | 585 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $105,524 | 602 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $111,430 | 602 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $103,182 | 602 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $93,324 | 622 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $111,987 | 737 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $107,566 | 765 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $103,795 | 765 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $95,510 | 765 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||