Callan Family Office’s Equity Lifestyle Properties ELS Stock Holding History

Callan Family Office’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	$586K	Sell	9,387 -823	-8%	-$53.3K	0.01%	718
2025 Q4	$619K	Buy	10,210 +4,327	+74%	+$267K	0.01%	702
2025 Q3	$357K	Sell	5,883 -3,646	-38%	-$221K	0.01%	646
2025 Q2	$588K	Buy	+9,529	New	+$608K	0.02%	540
2025 Q1	–	Sell	-4,026	Closed	-$268K	–	581
2024 Q4	$268K	Buy	+4,026	New	+$279K	0.02%	514

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

Callan Family Office's ELS Position: Q1 2026 in Review

Callan Family Office reduced its Equity Lifestyle Properties (ELS) stake by 8.1% in Q1 2026, selling an estimated $53.3K and leaving 9,387 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #718.

Callan Family Office first reported a position in ELS in Q4 2024 and has held it in 5 quarters since. The position peaked at $619K in Q4 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Callan Family Office held 9,387 shares of Equity Lifestyle Properties worth $586K as of Q1 2026.
Callan Family Office sold 823 Equity Lifestyle Properties shares in Q1 2026, an estimated $53.3K.
Equity Lifestyle Properties made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #718 holding.
Callan Family Office first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 5 quarters since.
Callan Family Office's Equity Lifestyle Properties position peaked at $619K in Q4 2025.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.