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What Works and What Doesn't for Sustainable Investing in 2024

Your ESG investments may lag, but you will certainly affect corporate behavior, says Larry Swedroe. ....

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Mackenzie Financial Corp Raises Stake in Essex Property Trust, Inc. (NYSE:ESS)

Mackenzie Financial Corp boosted its position in Essex Property Trust, Inc. (NYSE:ESS – Free Report) by 243.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,951 shares of the real estate investment trust’s stock after buying an additional 25,488 shares during […] ....

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Guyasuta Investment Advisors Inc. Has $1.47 Million Holdings in Prologis, Inc. (NYSE:PLD)

Guyasuta Investment Advisors Inc. lessened its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 1.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,124 shares of the real estate investment trust’s stock after selling 231 shares during the quarter. […] ....

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2,105 Shares in Sun Communities, Inc. (NYSE:SUI) Purchased by Portside Wealth Group LLC

Portside Wealth Group LLC bought a new stake in shares of Sun Communities, Inc. (NYSE:SUI – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 2,105 shares of the real estate investment trust’s stock, valued at approximately $275,000. A number of other hedge funds and […] ....

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Cerulli study: 84% of banks lack tailored wealth services for mass market investors

Cerulli study: 84% of banks lack tailored wealth services for mass market investors
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