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AE Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

AE Wealth Management’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
2025
Q4 		– Sell
-4,249
Closed -$258K – 2480
2025
Q3 		$258K Buy
4,249
+44
+1% +$2.67K ﹤0.01% 1257
2025
Q2 		$259K Sell
4,205
-367
-8% -$23.4K ﹤0.01% 1181
2025
Q1 		$305K Buy
+4,572
New +$305K ﹤0.01% 1079

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AE Wealth Management's ELS Position: Q4 2025 in Review

AE Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 4,249 shares — an estimated $258K sold.

AE Wealth Management first reported a position in ELS in Q1 2025 and held it in 3 quarters. The position peaked at $305K in Q1 2025. 501 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

  • AE Wealth Management reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 4,249 Equity Lifestyle Properties shares in Q4 2025, an estimated $258K.
  • AE Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2025 and held it in 3 quarters.
  • AE Wealth Management's Equity Lifestyle Properties position peaked at $305K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.