Position in ELS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$178,397
+$9,052 QoQ
Shares Held
2,768
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 467 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $1,080,449 across 16 REIT - Residential names. ELS ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,236 | $421,910 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
This page
|
2,768 | $178,397 | |
| 3 | AMH |
American Homes 4 Rent
|
3,841 | $128,750 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
3,321 | $55,427 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
378 | $52,518 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
145 | $42,280 | |
| 7 | VMRK |
Vivmark Residential
|
621 | $42,184 | |
| 8 | INVH |
Invitation Homes Inc.
|
1,377 | $41,599 |
All Filings in ELS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,397 | 2,768 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $169,345 | 2,713 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $160,919 | 2,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $111,566 | 1,838 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $123,093 | 1,996 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $142,271 | 2,133 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $59,806 | 898 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $38,095 | 534 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,620 | 117 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,091 | 48 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,745 | 26 | Shares | Defined | 2023-04-11 | |
| 2022-09-30 | $10,054 | 160 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $14,798 | 210 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $16,060 | 210 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $18,408 | 210 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||