Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARTLETT & CO WEALTH MANAGEMENT LLC | 06-12-2024 | 06-30-2024 | 1139 | 6,590,673,951 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Life Storage Inc | COM | 601 | $219,384 | 1,650 | 0.00 | 1,650 | +Inf | 06-30-2023 | |
| Cbre Group Inc Class A | COM | 602 | $218,409 | 2,451 | 0.00 | 0.00 | -6 | -0.24 | 06-30-2024 |
| Weyerhaeuser Co REIT | COM | 603 | $214,174 | 7,544 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PVH Corporation Com | COM | 604 | $211,740 | 2,000 | 0.00 | 0.00 | -2 | -0.10 | 06-30-2024 |
