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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
Q2 		$581K Sell
9,021
-366
-4% -$23.1K 0.01% 767
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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Family Office's ELS Position: Q2 2026 in Review

Callan Family Office reduced its Equity Lifestyle Properties (ELS) stake by 3.9% in Q2 2026, selling an estimated $23.1K and leaving 9,021 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #767.

Callan Family Office first reported a position in ELS in Q4 2024 and has held it in 6 quarters since. The position peaked at $619K in Q4 2025. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Callan Family Office held 9,021 shares of Equity Lifestyle Properties worth $581K as of Q2 2026.
  • Callan Family Office sold 366 Equity Lifestyle Properties shares in Q2 2026, an estimated $23.1K.
  • Equity Lifestyle Properties made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #767 holding.
  • Callan Family Office first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Equity Lifestyle Properties position peaked at $619K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.