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Avantax Advisory Services’s Equity Lifestyle Properties ELS Stock Holding History

Avantax Advisory Services’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
Q2 		$760K Buy
12,323
+2,131
+21% +$136K ﹤0.01% 1330
2025
Q1 		$680K Sell
10,192
-1,436
-12% -$95.9K ﹤0.01% 1321
2024
Q4 		$774K Buy
+11,628
New +$806K ﹤0.01% 1173

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantax Advisory Services's ELS Position: Q2 2025 in Review

Avantax Advisory Services increased its Equity Lifestyle Properties (ELS) stake by 21% in Q2 2025, buying an estimated $136K and bringing the position to 12,323 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Avantax Advisory Services first reported a position in ELS in Q4 2024 and has held it in 3 quarters since. The position peaked at $774K in Q4 2024. 518 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Avantax Advisory Services held 12,323 shares of Equity Lifestyle Properties worth $760K as of Q2 2025.
  • Avantax Advisory Services bought 2,131 Equity Lifestyle Properties shares in Q2 2025, an estimated $136K.
  • Equity Lifestyle Properties made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1330 holding.
  • Avantax Advisory Services first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Equity Lifestyle Properties position peaked at $774K in Q4 2024.
  • 518 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.