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Bartlett & Co Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Bartlett & Co 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
2026
Q2 		$4.48K Sell
69
-2
-3% -$126 ﹤0.01% 1101
2026
Q1 		$4.45K Buy
71
+2
+3% +$130 ﹤0.01% 1032
2025
Q4 		$4.22K Hold
69
– – ﹤0.01% 1035
2025
Q3 		$4.22K Hold
69
– – ﹤0.01% 1026
2025
Q2 		$4.29K Hold
69
– – ﹤0.01% 1019
2025
Q1 		$4.64K Buy
69
+47
+214% +$3.14K ﹤0.01% 995
2024
Q4 		$1.48K Hold
22
– – ﹤0.01% 1056
2024
Q3 		$1.58K Buy
+22
New +$1.54K ﹤0.01% 1054

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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's ELS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Equity Lifestyle Properties (ELS) stake by 2.8% in Q2 2026, selling an estimated $126 and leaving 69 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Bartlett & Co Wealth Management first reported a position in ELS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.64K in Q1 2025. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Bartlett & Co Wealth Management held 69 shares of Equity Lifestyle Properties worth $4.48K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 2 Equity Lifestyle Properties shares in Q2 2026, an estimated $126.
  • Equity Lifestyle Properties made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1101 holding.
  • Bartlett & Co Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2024 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's Equity Lifestyle Properties position peaked at $4.64K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.