Position in ELS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$49,175
+$43,807 QoQ
Shares Held
763
+787.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 108 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. ELS ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
This page
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | AVB |
Avalonbay Communities Inc
|
188 | $35,473 |
All Filings in ELS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,175 | 763 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,368 | 86 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,303 | 104 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,376 | 138 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $52,296 | 848 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,802 | 87 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,263 | 49 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,924 | 41 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,670 | 41 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,674 | 26 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,128 | 16 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,019 | 16 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,070 | 16 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,074 | 16 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $26,292 | 407 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $34,373 | 547 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $30,513 | 433 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $33,115 | 433 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,928 | 22 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,905 | 50 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,492 | 47 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,800 | 44 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,787 | 44 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,697 | 44 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,749 | 44 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,138 | 72 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||