Position in ELS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,619
+$134 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026MONTAG A & ASSOCIATES INC holds $4,161,005 across 7 REIT - Residential names. ELS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
261,651 | $3,775,623 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,338 | $285,516 | |
| 3 | EQR |
Equity Residential
|
1,214 | $71,808 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
59 | $14,278 | |
| 5 | AVB |
Avalonbay Communities Inc
|
53 | $8,657 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
This page
|
74 | $4,619 | |
| 7 | MRP |
Millrose Properties, Inc.
|
18 | $504 |
All Filings in ELS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,619 | 74 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,485 | 74 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,491 | 74 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,563 | 74 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,935 | 74 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,395 | 66 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,708 | 66 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,298 | 66 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,250 | 66 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,655 | 66 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,204 | 66 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,411 | 51 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,618 | 39 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,519 | 39 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||