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Atria Investments’s Equity Lifestyle Properties ELS Stock Holding History

Atria Investments’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 		$1.13M Sell
17,465
-1,706
-9% -$108K 0.01% 1048
2026
Q1 		$1.2M Buy
19,171
+2,904
+18% +$188K 0.01% 964
2025
Q4 		$986K Sell
16,267
-584
-3% -$36.1K 0.01% 1075
2025
Q3 		$1.02M Sell
16,851
-8,867
-34% -$538K 0.01% 1047
2025
Q2 		$1.59M Buy
25,718
+3,584
+16% +$229K 0.02% 822
2025
Q1 		$1.48M Sell
22,134
-12,304
-36% -$822K 0.02% 835
2024
Q4 		$2.29M Buy
34,438
+4,434
+15% +$307K 0.03% 624
2024
Q3 		$2.14M Sell
30,004
-627
-2% -$44K 0.03% 643
2024
Q2 		$2M Buy
30,631
+522
+2% +$32.7K 0.03% 644
2024
Q1 		$1.94M Buy
30,109
+1,974
+7% +$132K 0.03% 667
2023
Q4 		$1.98M Sell
28,135
-8,728
-24% -$594K 0.03% 599
2023
Q3 		$2.35M Sell
36,863
-3,742
-9% -$253K 0.04% 513
2023
Q2 		$2.72M Buy
40,605
+5,110
+14% +$340K 0.05% 453
2023
Q1 		$2.38M Sell
35,495
-2,761
-7% -$187K 0.05% 477
2022
Q4 		$2.47M Buy
38,256
+2,549
+7% +$161K 0.05% 435
2022
Q3 		$2.24M Buy
35,707
+291
+0.8% +$20.9K 0.05% 443
2022
Q2 		$2.5M Buy
35,416
+2,172
+7% +$162K 0.05% 425
2022
Q1 		$2.54M Buy
33,244
+2,501
+8% +$193K 0.04% 481
2021
Q4 		$2.69M Buy
30,743
+2,868
+10% +$241K 0.05% 449
2021
Q3 		$2.18M Buy
27,875
+5,041
+22% +$413K 0.04% 495
2021
Q2 		$1.7M Buy
22,834
+2,062
+10% +$146K 0.03% 572
2021
Q1 		$1.32M Buy
20,772
+314
+2% +$19.5K 0.03% 602
2020
Q4 		$1.3M Buy
+20,458
New +$1.26M 0.03% 581
2020
Q2 		– Sell
-7,221
Closed -$415K – 597
2020
Q1 		$415K Buy
+7,221
New +$493K 0.03% 390

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's ELS Position: Q2 2026 in Review

Atria Investments reduced its Equity Lifestyle Properties (ELS) stake by 8.9% in Q2 2026, selling an estimated $108K and leaving 17,465 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1048.

Atria Investments first reported a position in ELS in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.72M in Q2 2023. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Atria Investments held 17,465 shares of Equity Lifestyle Properties worth $1.13M as of Q2 2026.
  • Atria Investments sold 1,706 Equity Lifestyle Properties shares in Q2 2026, an estimated $108K.
  • Equity Lifestyle Properties made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1048 holding.
  • Atria Investments first reported a position in Equity Lifestyle Properties in Q1 2020 and has held it in 24 quarters since.
  • Atria Investments's Equity Lifestyle Properties position peaked at $2.72M in Q2 2023.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.