ELEVATION WEALTH PARTNERS, LLC

Position in ELS — Equity Lifestyle Properties Inc

CIK 1976256 WALNUT CREEK, CA

Position in ELS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$988,663

+$57,420 QoQ

Shares Held

15,340

+2.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#233

of 467 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,553,845 across 12 REIT - Residential names. ELS ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc This page	15,340	$988,663
2	AVB	Avalonbay Communities Inc	1,426	$269,071
3	VMRK	Vivmark Residential	1,774	$120,507
4	AMH	American Homes 4 Rent	1,441	$48,302
5	ESS	Essex Property Trust, Inc.	162	$47,237
6	MAA	Mid America Apartment Communities Inc.	201	$27,926
7	CPT	Camden Property Trust	127	$14,540
8	UDR	UDR, Inc.	299	$11,936

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$988,663	15,340	+2.8%	Shares	Sole	2026-07-08
2026-03-31	$931,243	14,919	-3.7%	Shares	Sole	2026-04-14
2025-12-31	$939,212	15,496	-13.0%	Shares	Sole	2026-01-09
2025-09-30	$1,080,824	17,806	-5.3%	Shares	Sole	2025-10-14
2025-06-30	$1,159,272	18,798	0.0%	Shares	Sole	2025-07-08
2025-03-31	$1,253,826	18,798	0.0%	Shares	Sole	2025-04-09
2024-12-31	$1,251,946	18,798	-1.5%	Shares	Sole	2025-01-29
2024-09-30	$1,361,880	19,090	0.0%	Shares	Sole	2024-10-04
2024-06-30	$1,243,331	19,090	0.0%	Shares	Sole	2024-07-09
2024-03-31	$1,229,396	19,090	0.0%	Shares	Sole	2024-04-19
2023-12-31	$1,346,608	19,090	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.