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Bellwether Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-30
Closed -$1.85K – 270
2025
Q2 		$1.85K Hold
30
– – ﹤0.01% 499
2025
Q1 		$2K Hold
30
– – ﹤0.01% 437
2024
Q4 		$2K Buy
+30
New +$2.08K ﹤0.01% 444
2023
Q2 		– Sell
-4
Closed -$268 – 201
2023
Q1 		$268 Buy
+4
New +$272 ﹤0.01% 413

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bellwether Advisors's ELS Position: Q3 2025 in Review

Bellwether Advisors sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 30 shares — an estimated $1.85K sold.

Bellwether Advisors first reported a position in ELS in Q1 2023 and held it in 4 quarters. The position peaked at $2K in Q1 2025. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Bellwether Advisors reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 30 Equity Lifestyle Properties shares in Q3 2025, an estimated $1.85K.
  • Bellwether Advisors first reported a position in Equity Lifestyle Properties in Q1 2023 and held it in 4 quarters.
  • Bellwether Advisors's Equity Lifestyle Properties position peaked at $2K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.