Position in ELS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,195,435
+$22,629 QoQ
Shares Held
35,172
-1.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31.940179688388493.ToString("F0")%
Shared 0.ToString("F0")%
None 68.0598203116115.ToString("F0")%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $14,461,379 across 19 REIT - Residential names. ELS ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
290,693 | $4,328,417 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
This page
|
35,172 | $2,195,435 | |
| 3 | SUI |
Sun Communities Inc
|
9,818 | $1,236,674 | |
| 4 | CPT |
Camden Property Trust
|
12,655 | $1,235,886 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,865 | $1,082,592 | |
| 6 | MRP |
Millrose Properties, Inc.
|
32,415 | $907,620 | |
| 7 | UDR |
UDR, Inc.
|
21,942 | $741,200 | |
| 8 | AVB |
Avalonbay Communities Inc
|
4,256 | $695,216 |
All Filings in ELS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,195,435 | 35,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,172,806 | 35,849 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,224,168 | 36,642 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,184,926 | 19,214 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,416,239 | 21,233 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,324,672 | 19,890 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,346,227 | 32,888 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,011,277 | 30,881 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,569,239 | 55,423 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,924,700 | 55,638 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,354,200 | 52,648 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,418,131 | 21,201 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,167,923 | 17,398 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,025,522 | 15,875 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $930,971 | 14,815 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,030,195 | 14,619 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,023,605 | 13,384 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,128,531 | 12,874 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $842,071 | 10,782 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $766,652 | 10,317 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $885,801 | 13,919 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $895,971 | 14,141 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $730,753 | 11,921 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $640,291 | 10,248 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $497,771 | 8,660 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||