Position in ELS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$200,929
-$16,923 QoQ
Shares Held
3,219
-10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $26,948,189 across 5 REIT - Residential names. ELS ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
1,771,311 | $25,560,017 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
4,060 | $495,807 | |
| 3 | SUI |
Sun Communities Inc
|
3,369 | $424,359 | |
| 4 | AVB |
Avalonbay Communities Inc
|
1,635 | $267,077 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
This page
|
3,219 | $200,929 |
All Filings in ELS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,929 | 3,219 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $217,852 | 3,589 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $221,333 | 3,589 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $239,386 | 3,589 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $239,027 | 3,589 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $256,039 | 3,589 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $208,727 | 2,959 | Shares | Sole | 2024-02-09 | |
| 2021-12-31 | $208,455 | 2,378 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||