Position in ELS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,125,619
-$71,034 QoQ
Shares Held
17,465
-8.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#220
of 467 holders
Holding Since
Mar 2020
24 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, 2026Atria Investments, Inc holds $6,856,331 across 8 REIT - Residential names. ELS ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,311 | $2,134,272 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
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|
17,465 | $1,125,619 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
54,473 | $909,154 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
5,340 | $741,939 | |
| 5 | UDR |
UDR, Inc.
|
17,062 | $681,115 | |
| 6 | VMRK |
Vivmark Residential
|
7,246 | $492,220 | |
| 7 | INVH |
Invitation Homes Inc.
|
13,982 | $422,396 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,199 | $349,616 |
All Filings in ELS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,619 | 17,465 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,196,653 | 19,171 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $985,942 | 16,267 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,022,855 | 16,851 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,586,029 | 25,718 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,476,337 | 22,134 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,293,570 | 34,438 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,140,485 | 30,004 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,994,997 | 30,631 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,939,019 | 30,109 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,984,642 | 28,135 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,348,541 | 36,863 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,716,068 | 40,605 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,382,779 | 35,495 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,471,337 | 38,256 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,243,827 | 35,707 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,495,765 | 35,416 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,542,501 | 33,244 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,694,931 | 30,743 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,177,037 | 27,875 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,696,794 | 22,834 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,321,930 | 20,772 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,296,218 | 20,458 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $415,063 | 7,221 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||