Beese Fulmer Investment Management’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $261K | Buy |
4,049
+555
| +16% | +$35.1K | 0.02% | 328 |
|
|
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
Beese Fulmer Investment Management's ELS Position: Q2 2026 in Review
Beese Fulmer Investment Management increased its Equity Lifestyle Properties (ELS) stake by 16% in Q2 2026, buying an estimated $35.1K and bringing the position to 4,049 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #328.
Beese Fulmer Investment Management first reported a position in ELS in Q4 2015 and has held it in 43 quarters since. The position peaked at $556K in Q3 2024. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.
- Beese Fulmer Investment Management held 4,049 shares of Equity Lifestyle Properties worth $261K as of Q2 2026.
- Beese Fulmer Investment Management bought 555 Equity Lifestyle Properties shares in Q2 2026, an estimated $35.1K.
- Equity Lifestyle Properties made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #328 holding.
- Beese Fulmer Investment Management first reported a position in Equity Lifestyle Properties in Q4 2015 and has held it in 43 quarters since.
- Beese Fulmer Investment Management's Equity Lifestyle Properties position peaked at $556K in Q3 2024.
- 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.