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Carolinas Wealth Consulting’s Equity Lifestyle Properties ELS Stock Holding History

Carolinas Wealth Consulting’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
-58
Closed -$3.85K – 264
2025
Q1 		$3.85K Hold
58
– – ﹤0.01% 649
2024
Q4 		$3.87K Buy
58
+28
+93% +$1.94K ﹤0.01% 684
2024
Q3 		$2.11K Sell
30
-1
-3% -$70 ﹤0.01% 808
2024
Q2 		$1.99K Buy
31
+4
+15% +$251 ﹤0.01% 797
2024
Q1 		$1.78K Buy
27
+2
+8% +$134 ﹤0.01% 809
2023
Q4 		$1.81K Sell
25
-21
-46% -$1.43K ﹤0.01% 753
2023
Q3 		$3.04K Sell
46
-15
-25% -$1.01K ﹤0.01% 688
2023
Q2 		$4.08K Buy
61
+1
+2% +$67 ﹤0.01% 705
2023
Q1 		$4.05K Hold
60
– – ﹤0.01% 725
2022
Q4 		$3.9K Buy
+60
New +$3.8K ﹤0.01% 723
2020
Q4 		– Sell
-14
Closed -$1K – 905
2020
Q3 		$1K Sell
14
-6
-30% -$388 ﹤0.01% 816
2020
Q2 		$1K Buy
+20
New +$1.23K ﹤0.01% 561

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Carolinas Wealth Consulting's ELS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 58 shares — an estimated $3.85K sold.

Carolinas Wealth Consulting first reported a position in ELS in Q2 2020 and held it in 12 quarters. The position peaked at $4.08K in Q2 2023. 518 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 58 Equity Lifestyle Properties shares in Q2 2025, an estimated $3.85K.
  • Carolinas Wealth Consulting first reported a position in Equity Lifestyle Properties in Q2 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Equity Lifestyle Properties position peaked at $4.08K in Q2 2023.
  • 518 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.