Position in ELS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,031
-$2,839 QoQ
Shares Held
16
-74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 470 holders
Holding Since
Mar 2023
11 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, 2026Bogart Wealth, LLC holds $50,543 across 10 REIT - Residential names. ELS ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
540 | $21,556 | |
| 2 | AVB |
Avalonbay Communities Inc
|
70 | $13,208 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
29 | $4,029 | |
| 4 | VMRK |
Vivmark Residential
|
53 | $3,600 | |
| 5 | INVH |
Invitation Homes Inc.
|
94 | $2,839 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
8 | $2,332 | |
| 7 | AMH |
American Homes 4 Rent
|
37 | $1,240 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
This page
|
16 | $1,031 |
All Filings in ELS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031 | 16 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,870 | 62 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $969 | 16 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $971 | 16 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $1,000 | 15 | Shares | Sole | 2025-05-02 | |
| 2024-06-30 | $3,647 | 56 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,542 | 55 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,879 | 55 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,504 | 55 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,612 | 54 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,625 | 54 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||