Position in ELS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,795,353
-$167,928 QoQ
Shares Held
44,783
-8.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.2296183819753.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7703816180246968.ToString("F0")%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. ELS ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
This page
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in ELS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,795,353 | 44,783 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,963,281 | 48,891 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,282,107 | 54,071 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,242,607 | 52,580 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,065,463 | 45,959 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,131,597 | 47,021 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,540,959 | 49,635 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,751,095 | 57,594 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,669,832 | 56,985 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,834,622 | 54,361 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,279,088 | 51,469 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,146,772 | 47,044 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,861,817 | 42,631 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,639,296 | 40,856 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,003,714 | 31,886 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,173,998 | 30,850 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,335,316 | 30,535 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,522,152 | 28,772 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,090,424 | 26,766 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,353,927 | 18,220 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,094,798 | 17,203 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,151,440 | 18,173 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,166,293 | 19,026 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,202,614 | 19,248 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,179,374 | 20,518 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||