Position in ELS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,587,815
-$391,271 QoQ
Shares Held
86,700
-9.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 470 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. ELS ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
30,873 | $9,002,258 | |
| 2 | AVB |
Avalonbay Communities Inc
|
109,583 | $7,403,252 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
44,152 | $6,134,478 | |
| 4 | UDR |
UDR, Inc.
|
143,184 | $5,715,905 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
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|
86,700 | $5,587,815 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
334,131 | $5,576,646 | |
| 7 | AIV |
Apartment Investment & Management Co
|
1,633,396 | $4,851,186 | |
| 8 | VMRK |
Vivmark Residential
|
71,400 | $4,850,202 |
All Filings in ELS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,587,815 | 86,700 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,979,086 | 95,788 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,375,305 | 39,190 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,297,406 | 54,323 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,340,725 | 54,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,280,439 | 49,182 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,499,630 | 52,547 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,252,302 | 17,554 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,110,075 | 17,044 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,375,197 | 21,354 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,459,331 | 20,688 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,205,512 | 34,618 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,189,777 | 32,737 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,204,347 | 32,837 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,771,009 | 27,415 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,837,818 | 29,246 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,966,676 | 27,908 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,996,586 | 26,106 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,231,034 | 25,451 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,820,901 | 23,315 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,536,730 | 20,680 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $963,955 | 15,147 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $816,710 | 12,890 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $956,280 | 15,600 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,171,375 | 18,748 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $875,420 | 15,230 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||