Moran Wealth Management, LLC
Position in ELS — Equity Lifestyle Properties Inc
CIK 1965334
Naples, FL
Position in ELS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,023,594
+$29,993 QoQ
Shares Held
15,882
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#229
of 467 holders
Holding Since
Sep 2023
12 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, 2026Moran Wealth Management, LLC holds $5,762,295 across 6 REIT - Residential names. ELS ranks #5 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
9,582 | $1,097,042 | |
| 2 | AVB |
Avalonbay Communities Inc
|
5,795 | $1,093,458 | |
| 3 | VMRK |
Vivmark Residential
|
15,907 | $1,080,561 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
7,551 | $1,049,135 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
This page
|
15,882 | $1,023,594 | |
| 6 | MRP |
Millrose Properties, Inc.
|
13,927 | $418,505 |
All Filings in ELS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,594 | 15,882 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $993,601 | 15,918 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,217,109 | 20,081 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,086,044 | 17,892 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,109,751 | 17,995 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,185,592 | 17,775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,176,888 | 17,671 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,264,216 | 17,721 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,144,855 | 17,578 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,174,076 | 18,231 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,271,906 | 18,031 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,172,136 | 18,398 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||