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Beacon Investment Advisory Services’s Equity Lifestyle Properties ELS Stock Holding History

Beacon Investment 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
2026
Q3 		$1.63K Hold
28
– – ﹤0.01% 745
2026
Q2 		$1.8K Buy
+28
New +$1.77K ﹤0.01% 757

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SOAMC
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Farther Finance Advisors
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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $176M AUM 14.39% 1-Year Est. Return
LCM
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

Beacon Investment Advisory Services's ELS Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Equity Lifestyle Properties (ELS) position steady in Q3 2026 at 28 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Beacon Investment Advisory Services first reported a position in ELS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.8K in Q2 2026. 31 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Beacon Investment Advisory Services held 28 shares of Equity Lifestyle Properties worth $1.63K as of Q3 2026.
  • Beacon Investment Advisory Services left its Equity Lifestyle Properties share count unchanged in Q3 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #745 holding.
  • Beacon Investment Advisory Services first reported a position in Equity Lifestyle Properties in Q2 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Equity Lifestyle Properties position peaked at $1.8K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.