Position in ELS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,029,284
-$39,438 QoQ
Shares Held
62,518
-4.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#149
of 467 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Creative Planning holds $125,958,244 across 15 REIT - Residential names. ELS ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
213,452 | $29,657,020 | |
| 2 | AVB |
Avalonbay Communities Inc
|
96,561 | $18,220,094 | |
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
This page
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in ELS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,029,284 | 62,518 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,068,722 | 65,183 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,842,977 | 63,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,755,415 | 45,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,876,001 | 30,420 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $696,548 | 10,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $737,994 | 11,081 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $479,047 | 6,715 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $318,549 | 4,891 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $332,045 | 5,156 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $347,832 | 4,931 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $261,337 | 4,102 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $213,245 | 3,188 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $215,822 | 3,215 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $338,581 | 5,388 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $285,051 | 4,045 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $208,588 | 2,807 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $304,135 | 4,779 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $426,412 | 6,730 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||