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Cape Investment Advisory’s Equity Lifestyle Properties ELS Stock Holding History

Cape Investment Advisory’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
-31
Closed -$1.88K – 478
2025
Q4 		$1.88K Sell
31
-1
-3% -$62 ﹤0.01% 1115
2025
Q3 		$1.94K Buy
+32
New +$1.94K ﹤0.01% 680

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

Cape Investment Advisory's ELS Position: Q1 2026 in Review

Cape Investment Advisory sold out of Equity Lifestyle Properties (ELS) in Q1 2026, closing a stake of 31 shares — an estimated $1.88K sold.

Cape Investment Advisory first reported a position in ELS in Q3 2025 and held it in 2 quarters. The position peaked at $1.94K in Q3 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Cape Investment Advisory reported no remaining Equity Lifestyle Properties position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 31 Equity Lifestyle Properties shares in Q1 2026, an estimated $1.88K.
  • Cape Investment Advisory first reported a position in Equity Lifestyle Properties in Q3 2025 and held it in 2 quarters.
  • Cape Investment Advisory's Equity Lifestyle Properties position peaked at $1.94K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.