Allied Private Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Allied Private Wealth’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	$3.57K	Buy	+56	New	+$3.54K	﹤0.01%	654

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

Allied Private Wealth's ELS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 56 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

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

Allied Private Wealth held 56 shares of Equity Lifestyle Properties worth $3.57K as of Q2 2026.
Equity Lifestyle Properties was a new Allied Private Wealth position in Q2 2026.
Equity Lifestyle Properties made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #654 holding.
476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.