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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's ELS Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Equity Lifestyle Properties (ELS) stake by 2.9% in Q1 2026, buying an estimated $130 and bringing the position to 71 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Bartlett & Co Wealth Management first reported a position in ELS in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.64K in Q1 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Bartlett & Co Wealth Management held 71 shares of Equity Lifestyle Properties worth $4.45K as of Q1 2026.
Bartlett & Co Wealth Management bought 2 Equity Lifestyle Properties shares in Q1 2026, an estimated $130.
Equity Lifestyle Properties made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1032 holding.
Bartlett & Co Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2024 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's Equity Lifestyle Properties position peaked at $4.64K in Q1 2025.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.