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Blue Trust Inc’s Equity Lifestyle Properties ELS Stock Holding History

Blue Trust Inc’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 		$42.1K Sell
674
-1,223
-64% -$79.2K ﹤0.01% 1399
2025
Q4 		$115K Sell
1,897
-454
-19% -$28.1K ﹤0.01% 988
2025
Q3 		$143K Buy
2,351
+62
+3% +$3.76K ﹤0.01% 934
2025
Q2 		$141K Buy
2,289
+424
+23% +$27K ﹤0.01% 900
2025
Q1 		$124K Buy
1,865
+1,452
+352% +$96.9K ﹤0.01% 900
2024
Q4 		$27.5K Sell
413
-879
-68% -$60.9K ﹤0.01% 1515
2024
Q3 		$84.1K Buy
1,292
+667
+107% +$46.8K ﹤0.01% 1310
2024
Q2 		$40.3K Buy
625
+391
+167% +$24.5K ﹤0.01% 1343
2024
Q1 		$15.1K Sell
234
-238
-50% -$16K ﹤0.01% 1331
2023
Q4 		$30K Sell
472
-143
-23% -$9.73K ﹤0.01% 1134
2023
Q3 		$41K Buy
615
+127
+26% +$8.58K ﹤0.01% 908
2023
Q2 		$33K Sell
488
-316
-39% -$21K ﹤0.01% 847
2023
Q1 		$52K Buy
804
+201
+33% +$13.6K ﹤0.01% 1015
2022
Q4 		$37K Buy
603
+587
+3,669% +$37.2K ﹤0.01% 1047
2022
Q3 		$1K Buy
16
+3
+23% +$216 ﹤0.01% 1911
2022
Q2 		$1K Buy
+13
New +$970 ﹤0.01% 1767

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's ELS Position: Q1 2026 in Review

Blue Trust Inc reduced its Equity Lifestyle Properties (ELS) stake by 64% in Q1 2026, selling an estimated $79.2K and leaving 674 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Blue Trust Inc first reported a position in ELS in Q2 2022 and has held it in 16 quarters since. The position peaked at $143K in Q3 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Blue Trust Inc held 674 shares of Equity Lifestyle Properties worth $42.1K as of Q1 2026.
  • Blue Trust Inc sold 1,223 Equity Lifestyle Properties shares in Q1 2026, an estimated $79.2K.
  • Equity Lifestyle Properties made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1399 holding.
  • Blue Trust Inc first reported a position in Equity Lifestyle Properties in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Equity Lifestyle Properties position peaked at $143K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.