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Capital Analysts LLC’s Equity Lifestyle Properties ELS Stock Holding History

Capital Analysts LLC’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 		$23K Sell
370
-114
-24% -$7.38K ﹤0.01% 1099
2025
Q4 		$29K Sell
484
-124
-20% -$7.66K ﹤0.01% 1027
2025
Q3 		$37K Sell
608
-7
-1% -$425 ﹤0.01% 940
2025
Q2 		$38K Buy
615
+3
+0.5% +$191 ﹤0.01% 876
2025
Q1 		$41K Buy
612
+2
+0.3% +$134 ﹤0.01% 833
2024
Q4 		$41K Buy
610
+14
+2% +$971 ﹤0.01% 793
2024
Q3 		$43K Sell
596
-2
-0.3% -$140 ﹤0.01% 759
2024
Q2 		$39K Sell
598
-6
-1% -$376 ﹤0.01% 755
2024
Q1 		$39K Buy
604
+2
+0.3% +$134 ﹤0.01% 720
2023
Q4 		$42K Sell
602
-124
-17% -$8.44K ﹤0.01% 692
2023
Q3 		$46K Buy
726
+3
+0.4% +$203 ﹤0.01% 619
2023
Q2 		$48K Buy
723
+3
+0.4% +$200 ﹤0.01% 591
2023
Q1 		$48K Sell
720
-117
-14% -$7.94K ﹤0.01% 601
2022
Q4 		$54K Sell
837
-4
-0.5% -$253 ﹤0.01% 603
2022
Q3 		$53K Buy
841
+4
+0.5% +$287 ﹤0.01% 555
2022
Q2 		$59K Buy
837
+3
+0.4% +$224 ﹤0.01% 527
2022
Q1 		$64K Buy
834
+2
+0.2% +$154 ﹤0.01% 513
2021
Q4 		$73K Buy
832
+3
+0.4% +$252 ﹤0.01% 506
2021
Q3 		$65K Sell
829
-20
-2% -$1.64K ﹤0.01% 543
2021
Q2 		$63K Sell
849
-22
-3% -$1.56K ﹤0.01% 529
2021
Q1 		$55K Sell
871
-12
-1% -$746 ﹤0.01% 572
2020
Q4 		$56K Sell
883
-37
-4% -$2.28K ﹤0.01% 404
2020
Q3 		$56K Sell
920
-20
-2% -$1.29K 0.01% 384
2020
Q2 		$59K Buy
940
+5
+0.5% +$307 0.01% 352
2020
Q1 		$54K Buy
935
+2
+0.2% +$136 0.01% 326
2019
Q4 		$66K Sell
933
-11
-1% -$765 0.01% 358
2019
Q3 		$63K Sell
944
-12
-1% -$782 0.01% 347
2019
Q2 		$58K Buy
956
+4
+0.4% +$237 0.01% 348
2019
Q1 		$54K Buy
952
+2
+0.2% +$107 0.01% 338
2018
Q4 		$46K Buy
950
+196
+26% +$9.48K 0.01% 331
2018
Q3 		$36K Buy
754
+4
+0.5% +$188 ﹤0.01% 353
2018
Q2 		$35K Buy
750
+4
+0.5% +$179 ﹤0.01% 361
2018
Q1 		$33K Buy
746
+164
+28% +$6.98K ﹤0.01% 355
2017
Q4 		$26K Sell
582
-282
-33% -$12.5K ﹤0.01% 350
2017
Q3 		$37K Buy
+864
New +$37.6K 0.01% 327
2015
Q3 		– Sell
-1,436
Closed -$37.8K – 361
2015
Q2 		$37.8K Buy
1,436
+6
+0.4% +$161 0.01% 314
2015
Q1 		$39.3K Buy
1,430
+294
+26% +$8.05K 0.01% 306
2014
Q4 		$29.3K Buy
1,136
+140
+14% +$3.37K 0.01% 310
2014
Q3 		$21.1K Buy
996
+212
+27% +$4.7K 0.01% 312
2014
Q2 		$17.3K Buy
784
+2
+0.3% +$43 ﹤0.01% 317
2014
Q1 		$15.9K Buy
782
+2
+0.3% +$39 ﹤0.01% 295
2013
Q4 		$14.1K Buy
+780
New +$14.1K ﹤0.01% 282

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

Capital Analysts LLC's ELS Position: Q1 2026 in Review

Capital Analysts LLC reduced its Equity Lifestyle Properties (ELS) stake by 24% in Q1 2026, selling an estimated $7.38K and leaving 370 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Capital Analysts LLC first reported a position in ELS in Q4 2013 and has held it in 42 quarters since. The position peaked at $73K in Q4 2021. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Capital Analysts LLC held 370 shares of Equity Lifestyle Properties worth $23K as of Q1 2026.
  • Capital Analysts LLC sold 114 Equity Lifestyle Properties shares in Q1 2026, an estimated $7.38K.
  • Equity Lifestyle Properties made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1099 holding.
  • Capital Analysts LLC first reported a position in Equity Lifestyle Properties in Q4 2013 and has held it in 42 quarters since.
  • Capital Analysts LLC's Equity Lifestyle Properties position peaked at $73K in Q4 2021.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.