Action Point Financial Planning’s Equity Lifestyle Properties ELS Stock Holding History

Action Point Financial Planning’s Portfolio ELS Stock Details ELS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03K	Buy	+18	New	+$1.14K	﹤0.01%	2477

Other funds holding ELS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's ELS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 18 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #2477 among its holdings.

472 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

Action Point Financial Planning held 18 shares of Equity Lifestyle Properties worth $1.03K as of Q2 2026.
Equity Lifestyle Properties was a new Action Point Financial Planning position in Q2 2026.
Equity Lifestyle Properties made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2477 holding.
472 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.