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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's ELS Position: Q1 2026 in Review

Atria Investments increased its Equity Lifestyle Properties (ELS) stake by 18% in Q1 2026, buying an estimated $188K and bringing the position to 19,171 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #964.

Atria Investments first reported a position in ELS in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.72M in Q2 2023. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Atria Investments held 19,171 shares of Equity Lifestyle Properties worth $1.2M as of Q1 2026.
  • Atria Investments bought 2,904 Equity Lifestyle Properties shares in Q1 2026, an estimated $188K.
  • Equity Lifestyle Properties made up 0.01% of Atria Investments's portfolio in Q1 2026, its #964 holding.
  • Atria Investments first reported a position in Equity Lifestyle Properties in Q1 2020 and has held it in 23 quarters since.
  • Atria Investments's Equity Lifestyle Properties position peaked at $2.72M in Q2 2023.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.