ACTION POINT FINANCIAL PLANNING, LLC
Position in ELS — Equity Lifestyle Properties Inc
CIK 2116119
GRAND RAPIDS, MI
Position in ELS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,160
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 467 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $42,884 across 10 REIT - Residential names. ELS ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
449 | $30,499 | |
| 2 | INVH |
Invitation Homes Inc.
|
77 | $2,325 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
15 | $2,083 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
123 | $2,051 | |
| 5 | AMH |
American Homes 4 Rent
|
49 | $1,641 | |
| 6 | CPT |
Camden Property Trust
|
13 | $1,487 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
This page
|
18 | $1,160 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
3 | $874 |
All Filings in ELS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160 | 18 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||