Cetera Investment Advisers
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Cetera Investment Advisers’s Equity Lifestyle Properties ELS Stock Holding History

Cetera Investment Advisers’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 		$1.78M Sell
27,561
-3,179
-10% -$201K ﹤0.01% 2485
2026
Q1 		$1.92M Buy
30,740
+7,068
+30% +$458K ﹤0.01% 2313
2025
Q4 		$1.43M Buy
23,672
+99
+0.4% +$6.12K ﹤0.01% 2514
2025
Q3 		$1.43M Buy
23,573
+13,451
+133% +$817K ﹤0.01% 2461
2025
Q2 		$624K Buy
10,122
+5,325
+111% +$340K ﹤0.01% 2782
2025
Q1 		$320K Sell
4,797
-912
-16% -$60.9K ﹤0.01% 3215
2024
Q4 		$380K Sell
5,709
-3,190
-36% -$221K ﹤0.01% 2915
2024
Q3 		$635K Sell
8,899
-3,649
-29% -$256K ﹤0.01% 2459
2024
Q2 		$817K Buy
12,548
+740
+6% +$46.4K ﹤0.01% 2229
2024
Q1 		$760K Buy
11,808
+5,732
+94% +$384K ﹤0.01% 2285
2023
Q4 		$429K Buy
6,076
+1,082
+22% +$73.6K ﹤0.01% 1572
2023
Q3 		$318K Sell
4,994
-1,654
-25% -$112K ﹤0.01% 1684
2023
Q2 		$445K Sell
6,648
-729
-10% -$48.6K ﹤0.01% 1513
2023
Q1 		$495K Sell
7,377
-160
-2% -$10.9K ﹤0.01% 1442
2022
Q4 		$487K Buy
+7,537
New +$478K ﹤0.01% 1392

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's ELS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Equity Lifestyle Properties (ELS) stake by 10% in Q2 2026, selling an estimated $201K and leaving 27,561 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Cetera Investment Advisers first reported a position in ELS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2026. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Cetera Investment Advisers held 27,561 shares of Equity Lifestyle Properties worth $1.78M as of Q2 2026.
  • Cetera Investment Advisers sold 3,179 Equity Lifestyle Properties shares in Q2 2026, an estimated $201K.
  • Equity Lifestyle Properties made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2485 holding.
  • Cetera Investment Advisers first reported a position in Equity Lifestyle Properties in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Equity Lifestyle Properties position peaked at $1.92M in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.