Position in ELS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,547
-$8,775 QoQ
Shares Held
505
-23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 470 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $257,631 across 6 REIT - Residential names. ELS ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
269 | $78,437 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
4,359 | $72,751 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
This page
|
505 | $32,547 | |
| 4 | AVB |
Avalonbay Communities Inc
|
436 | $29,435 | |
| 5 | INVH |
Invitation Homes Inc.
|
924 | $27,914 | |
| 6 | SUI |
Sun Communities Inc
|
138 | $16,547 |
All Filings in ELS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,547 | 505 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,322 | 662 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,729 | 540 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,756 | 309 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,405 | 39 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,934 | 29 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||