Position in ELS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$956,244
-$269,872 QoQ
Shares Held
14,837
-24.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 467 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. ELS ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
16,273 | $3,070,552 | |
| 2 | VMRK |
Vivmark Residential
|
36,677 | $2,491,468 | |
| 3 | INVH |
Invitation Homes Inc.
|
51,805 | $1,565,029 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
5,072 | $1,478,944 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,120 | $1,128,192 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
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|
14,837 | $956,244 | |
| 7 | AMH |
American Homes 4 Rent
|
25,504 | $854,894 | |
| 8 | SUI |
Sun Communities Inc
|
6,982 | $837,211 |
All Filings in ELS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,244 | 14,837 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,226,116 | 19,643 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $832,417 | 13,734 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $871,530 | 14,358 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $786,107 | 12,747 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $436,151 | 6,539 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $431,464 | 6,048 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $292,629 | 4,493 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $389,491 | 6,048 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $424,227 | 6,014 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $201,293 | 3,116 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $247,086 | 3,932 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||