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Clearstead Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Clearstead Advisors’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 		$15.6K Buy
242
+78
+48% +$4.93K ﹤0.01% 1859
2026
Q1 		$10.2K Sell
164
-728
-82% -$47.2K ﹤0.01% 1588
2025
Q4 		$54.1K Buy
892
+519
+139% +$32.1K ﹤0.01% 1375
2025
Q3 		$22.6K Sell
373
-14
-4% -$850 ﹤0.01% 1590
2025
Q2 		$23.9K Buy
387
+358
+1,234% +$22.8K ﹤0.01% 1552
2025
Q1 		$1.94K Buy
+29
New +$1.94K ﹤0.01% 1907
2021
Q4 		– Sell
-220
Closed -$17K – 1318
2021
Q3 		$17K Buy
220
+194
+746% +$15.9K ﹤0.01% 858
2021
Q2 		$2K Buy
+26
New +$1.84K ﹤0.01% 1037

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

Clearstead Advisors's ELS Position: Q2 2026 in Review

Clearstead Advisors increased its Equity Lifestyle Properties (ELS) stake by 48% in Q2 2026, buying an estimated $4.93K and bringing the position to 242 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Clearstead Advisors first reported a position in ELS in Q2 2021 and has held it in 8 quarters since. The position peaked at $54.1K in Q4 2025. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Clearstead Advisors held 242 shares of Equity Lifestyle Properties worth $15.6K as of Q2 2026.
  • Clearstead Advisors bought 78 Equity Lifestyle Properties shares in Q2 2026, an estimated $4.93K.
  • Equity Lifestyle Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1859 holding.
  • Clearstead Advisors first reported a position in Equity Lifestyle Properties in Q2 2021 and has held it in 8 quarters since.
  • Clearstead Advisors's Equity Lifestyle Properties position peaked at $54.1K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.