Position in ELS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$966
+$30 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 470 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $29,588 across 2 REIT - Residential names. ELS ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
250 | $28,622 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
This page
|
15 | $966 |
All Filings in ELS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966 | 15 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $936 | 15 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $909 | 15 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $910 | 15 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $925 | 15 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,000 | 15 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $999 | 15 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,070 | 15 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $976 | 15 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $966 | 15 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,058 | 15 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $955 | 15 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,003 | 15 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,006 | 15 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $969 | 15 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $942 | 15 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,057 | 15 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,147 | 15 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,314 | 15 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,171 | 15 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,114 | 15 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $954 | 15 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $950 | 15 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $919 | 15 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $2,124 | 34 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $1,954 | 34 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||