Beese Fulmer Investment Management’s Equity Lifestyle Properties ELS Stock Holding History

Beese Fulmer Investment 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	$222K	Sell	3,494 -404	-10%	-$26.2K	0.01%	391
2025 Q4	$240K	Sell	3,898 -3,922	-50%	-$242K	0.02%	342
2025 Q3	$475K	Sell	7,820 -175	-2%	-$10.6K	0.03%	191
2025 Q2	$493K	Hold	7,995	–	–	0.04%	181
2025 Q1	$533K	Buy	7,995 +200	+3%	+$13.4K	0.05%	147
2024 Q4	$519K	Hold	7,795	–	–	0.04%	145
2024 Q3	$556K	Sell	7,795 -138	-2%	-$9.68K	0.05%	145
2024 Q2	$517K	Buy	7,933 +526	+7%	+$33K	0.05%	149
2024 Q1	$477K	Sell	7,407 -24	-0.3%	-$1.61K	0.04%	148
2023 Q4	$524K	Hold	7,431	–	–	0.05%	144
2023 Q3	$473K	Hold	7,431	–	–	0.05%	148
2023 Q2	$497K	Buy	7,431 +419	+6%	+$27.9K	0.05%	150
2023 Q1	$471K	Buy	7,012 +150	+2%	+$10.2K	0.05%	155
2022 Q4	$443K	Buy	6,862 +367	+6%	+$23.3K	0.05%	159
2022 Q3	$408K	Hold	6,495	–	–	0.05%	154
2022 Q2	$458K	Buy	6,495 +338	+5%	+$25.2K	0.06%	153
2022 Q1	$471K	Buy	6,157 +245	+4%	+$18.9K	0.05%	160
2021 Q4	$518K	Buy	5,912 +92	+2%	+$7.74K	0.05%	158
2021 Q3	$455K	Hold	5,820	–	–	0.05%	161
2021 Q2	$432K	Hold	5,820	–	–	0.05%	157
2021 Q1	$370K	Hold	5,820	–	–	0.04%	159
2020 Q4	$369K	Hold	5,820	–	–	0.05%	152
2020 Q3	$357K	Hold	5,820	–	–	0.05%	145
2020 Q2	$364K	Sell	5,820 -620	-10%	-$38.1K	0.05%	143
2020 Q1	$370K	Hold	6,440	–	–	0.07%	135
2019 Q4	$453K	Hold	6,440	–	–	0.06%	140
2019 Q3	$430K	Hold	6,440	–	–	0.06%	138
2019 Q2	$391K	Hold	6,440	–	–	0.07%	121
2019 Q1	$368K	Hold	6,440	–	–	0.07%	123
2018 Q4	$313K	Hold	6,440	–	–	0.07%	126
2018 Q3	$311K	Sell	6,440 -580	-8%	-$27.2K	0.06%	132
2018 Q2	$323K	Hold	7,020	–	–	0.07%	127
2018 Q1	$308K	Hold	7,020	–	–	0.07%	132
2017 Q4	$312K	Hold	7,020	–	–	0.07%	135
2017 Q3	$299K	Hold	7,020	–	–	0.07%	136
2017 Q2	$303K	Hold	7,020	–	–	0.07%	131
2017 Q1	$270K	Buy	7,020 +400	+6%	+$15.2K	0.07%	139
2016 Q4	$239K	Hold	6,620	–	–	0.06%	149
2016 Q3	$255K	Hold	6,620	–	–	0.07%	139
2016 Q2	$265K	Hold	6,620	–	–	0.08%	127
2016 Q1	$236K	Buy	6,620 +620	+10%	+$21.2K	0.07%	135
2015 Q4	$200K	Buy	+6,000	New	+$186K	0.06%	139

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

Beese Fulmer Investment Management's ELS Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Equity Lifestyle Properties (ELS) stake by 10% in Q1 2026, selling an estimated $26.2K and leaving 3,494 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #391.

Beese Fulmer Investment Management first reported a position in ELS in Q4 2015 and has held it in 42 quarters since. The position peaked at $556K in Q3 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Beese Fulmer Investment Management held 3,494 shares of Equity Lifestyle Properties worth $222K as of Q1 2026.
Beese Fulmer Investment Management sold 404 Equity Lifestyle Properties shares in Q1 2026, an estimated $26.2K.
Equity Lifestyle Properties made up 0.01% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #391 holding.
Beese Fulmer Investment Management first reported a position in Equity Lifestyle Properties in Q4 2015 and has held it in 42 quarters since.
Beese Fulmer Investment Management's Equity Lifestyle Properties position peaked at $556K in Q3 2024.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.