Carmel Capital Partners’s Equity Lifestyle Properties ELS Stock Holding History

Carmel Capital Partners’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 Q2	–	Sell	-6,468	Closed	-$431K	–	163
2025 Q1	$431K	Sell	6,468 -65	-1%	-$4.34K	0.17%	103
2024 Q4	$435K	Buy	6,533 +230	+4%	+$15.9K	0.18%	92
2024 Q3	$450K	Buy	6,303 +311	+5%	+$21.8K	0.17%	97
2024 Q2	$390K	Buy	5,992 +690	+13%	+$43.3K	0.16%	93
2024 Q1	$341K	Buy	5,302 +656	+14%	+$44K	0.14%	107
2023 Q4	$328K	Buy	4,646 +706	+18%	+$48.1K	0.17%	103
2023 Q3	$251K	Buy	3,940 +1,863	+90%	+$126K	0.11%	126
2023 Q2	$139K	Buy	2,077 +182	+10%	+$12.1K	0.07%	144
2023 Q1	$127K	Buy	+1,895	New	+$129K	0.08%	167

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 $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carmel Capital Partners's ELS Position: Q2 2025 in Review

Carmel Capital Partners sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 6,468 shares — an estimated $431K sold.

Carmel Capital Partners first reported a position in ELS in Q1 2023 and held it in 9 quarters. The position peaked at $450K in Q3 2024. 519 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

Carmel Capital Partners reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
Carmel Capital Partners sold 6,468 Equity Lifestyle Properties shares in Q2 2025, an estimated $431K.
Carmel Capital Partners first reported a position in Equity Lifestyle Properties in Q1 2023 and held it in 9 quarters.
Carmel Capital Partners's Equity Lifestyle Properties position peaked at $450K in Q3 2024.
519 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.