UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ELS — Equity Lifestyle Properties Inc
CIK 1463217
IRVING, TX
Position in ELS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$432,395
-$176,137 QoQ
Shares Held
6,709
-31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
of 470 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. ELS ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
This page
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
|
9,177 | $366,345 |
All Filings in ELS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,395 | 6,709 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $608,532 | 9,749 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $376,691 | 6,215 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $322,074 | 5,306 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $306,129 | 4,964 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $267,000 | 4,003 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $276,789 | 4,156 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $325,881 | 4,568 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $341,216 | 5,239 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $414,092 | 6,430 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $499,423 | 7,080 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $540,451 | 8,483 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $688,766 | 10,297 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $723,795 | 10,782 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $740,832 | 11,468 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $784,243 | 12,480 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $916,250 | 13,002 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,020,090 | 13,338 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,333,483 | 15,212 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,277,481 | 16,357 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,287,272 | 17,323 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,034,786 | 16,260 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,675,301 | 26,441 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $2,039,021 | 33,263 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,597,606 | 41,575 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||