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Bruce G. Allen Investments’s Equity Lifestyle Properties ELS Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-43
Closed -$2.61K – 1104
2025
Q4 		$2.61K Hold
43
– – ﹤0.01% 656
2025
Q3 		$2.61K Hold
43
– – ﹤0.01% 657
2025
Q2 		$2.65K Sell
43
-72
-63% -$4.59K ﹤0.01% 663
2025
Q1 		$7.67K Hold
115
– – 0.01% 495
2024
Q4 		$7.66K Hold
115
– – 0.01% 518
2024
Q3 		$8.2K Hold
115
– – 0.01% 504
2024
Q2 		$7.49K Hold
115
– – 0.01% 506
2024
Q1 		$7.41K Hold
115
– – 0.01% 527
2023
Q4 		$8.11K Buy
+115
New +$7.83K 0.01% 522

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruce G. Allen Investments's ELS Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of Equity Lifestyle Properties (ELS) in Q1 2026, closing a stake of 43 shares — an estimated $2.61K sold.

Bruce G. Allen Investments first reported a position in ELS in Q4 2023 and held it in 9 quarters. The position peaked at $8.2K in Q3 2024. 496 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining Equity Lifestyle Properties position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 43 Equity Lifestyle Properties shares in Q1 2026, an estimated $2.61K.
  • Bruce G. Allen Investments first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 9 quarters.
  • Bruce G. Allen Investments's Equity Lifestyle Properties position peaked at $8.2K in Q3 2024.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.