Capital Advisors Ltd’s Equity Lifestyle Properties ELS Stock Holding History

Capital Advisors Ltd’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
2025 Q3	–	Sell	-6	Closed	–	–	1406
2025 Q2	$0	Sell	6 -6	-50%	-$383	﹤0.01%	1410
2025 Q1	$1K	Hold	12	–	–	﹤0.01%	1161
2024 Q4	$1K	Hold	12	–	–	﹤0.01%	1186
2024 Q3	$1K	Hold	12	–	–	﹤0.01%	1182
2024 Q2	$1K	Sell	12 -20	-63%	-$1.25K	﹤0.01%	1167
2024 Q1	$2K	Hold	32	–	–	﹤0.01%	1029
2023 Q4	$2K	Buy	+32	New	+$2.18K	﹤0.01%	1007
2023 Q2	–	Sell	-51	Closed	-$3K	–	1351
2023 Q1	$3K	Buy	51 +24	+89%	+$1.63K	﹤0.01%	800
2022 Q4	$2K	Sell	27 -36	-57%	-$2.28K	﹤0.01%	845
2022 Q3	$4K	Buy	63 +37	+142%	+$2.66K	﹤0.01%	669
2022 Q2	$2K	Buy	+26	New	+$1.94K	﹤0.01%	658

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Advisors Ltd's ELS Position: Q3 2025 in Review

Capital Advisors Ltd sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 6 shares.

Capital Advisors Ltd first reported a position in ELS in Q2 2022 and held it in 11 quarters. The position peaked at $4K in Q3 2022. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

Capital Advisors Ltd reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
Capital Advisors Ltd sold 6 Equity Lifestyle Properties shares in Q3 2025.
Capital Advisors Ltd first reported a position in Equity Lifestyle Properties in Q2 2022 and held it in 11 quarters.
Capital Advisors Ltd's Equity Lifestyle Properties position peaked at $4K in Q3 2022.
496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.