Position in ELS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$854,026
+$183,948 QoQ
Shares Held
13,251
+23.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#242
of 470 holders
Holding Since
Dec 2021
19 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, 2026Naviter Wealth, LLC holds $13,929,782 across 10 REIT - Residential names. ELS ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
13,705 | $2,585,996 | |
| 2 | VMRK |
Vivmark Residential
|
34,367 | $2,334,550 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
6,183 | $1,802,900 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
11,890 | $1,651,996 | |
| 5 | INVH |
Invitation Homes Inc.
|
47,691 | $1,440,745 | |
| 6 | SUI |
Sun Communities Inc
|
10,858 | $1,301,982 | |
| 7 | CPT |
Camden Property Trust
|
9,164 | $1,049,186 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
This page
|
13,251 | $854,026 |
All Filings in ELS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,026 | 13,251 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $670,078 | 10,735 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $509,911 | 8,413 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $599,473 | 9,876 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $653,023 | 10,589 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $746,906 | 11,198 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $739,393 | 11,102 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $937,978 | 13,148 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $858,999 | 13,189 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $798,817 | 12,404 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $861,434 | 12,212 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $641,050 | 10,062 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $600,070 | 8,971 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $522,137 | 7,778 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $443,543 | 6,866 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $460,491 | 7,328 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $651,706 | 9,248 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $723,271 | 9,457 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $842,587 | 9,612 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||