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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
Q2 		$6.57K Buy
+102
New +$6.45K ﹤0.01% 961
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 $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

Cape Investment Advisory's ELS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 102 shares worth $6.57K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ELS as recently as Q4 2025.

Cape Investment Advisory first reported a position in ELS in Q3 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Cape Investment Advisory held 102 shares of Equity Lifestyle Properties worth $6.57K as of Q2 2026.
  • Equity Lifestyle Properties was a new Cape Investment Advisory position in Q2 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #961 holding.
  • Cape Investment Advisory first reported a position in Equity Lifestyle Properties in Q3 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.