Position in ELS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,370,012
-$110,402 QoQ
Shares Held
21,257
-10.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 467 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $12,956,801 across 9 REIT - Residential names. ELS ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
14,015 | $2,644,490 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
8,377 | $2,442,649 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
17,531 | $2,435,756 | |
| 4 | CPT |
Camden Property Trust
|
13,780 | $1,577,672 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
This page
|
21,257 | $1,370,012 | |
| 6 | SUI |
Sun Communities Inc
|
9,703 | $1,163,485 | |
| 7 | VMRK |
Vivmark Residential
|
9,869 | $670,400 | |
| 8 | INVH |
Invitation Homes Inc.
|
14,368 | $434,056 |
All Filings in ELS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,012 | 21,257 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,480,414 | 23,717 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,384,331 | 22,840 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,473,916 | 24,282 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,528,366 | 24,783 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,523,427 | 22,840 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,610,320 | 24,179 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,940,874 | 27,206 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,914,885 | 29,401 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,898,639 | 29,482 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,070,630 | 29,354 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,983,737 | 31,137 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,955,729 | 29,238 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,923,273 | 28,650 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,611,253 | 24,942 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,817,394 | 28,921 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,278,786 | 32,337 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,107,916 | 40,637 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,767,362 | 42,977 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,465,686 | 44,375 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,352,196 | 45,111 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,946,784 | 46,304 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,773,771 | 43,778 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $2,744,032 | 44,764 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $2,827,654 | 45,257 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $4,612,596 | 80,247 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||