Position in ELS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$552,851
-$51,997 QoQ
Shares Held
8,578
-11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 470 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $52,537,603 across 7 REIT - Residential names. ELS ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
170,878 | $49,826,315 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,956 | $966,466 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
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|
8,578 | $552,851 | |
| 4 | AVB |
Avalonbay Communities Inc
|
6,591 | $445,308 | |
| 5 | AMH |
American Homes 4 Rent
|
9,120 | $305,701 | |
| 6 | CPT |
Camden Property Trust
|
2,081 | $238,253 | |
| 7 | INVH |
Invitation Homes Inc.
|
6,710 | $202,709 |
All Filings in ELS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,851 | 8,578 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $604,848 | 9,690 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $661,496 | 10,914 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $661,932 | 10,905 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $706,983 | 11,464 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||