Position in ELS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$26,811
+$845 QoQ
Shares Held
416
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#378
of 470 holders
Holding Since
Dec 2025
3 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, 2026GoalVest Advisory LLC holds $54,460 across 2 REIT - Residential names. ELS ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
199 | $27,649 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
This page
|
416 | $26,811 |
All Filings in ELS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,811 | 416 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $25,966 | 416 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,213 | 416 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||