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Clearstead Trust’s Equity Lifestyle Properties ELS Stock Holding History

Clearstead Trust’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 		$32.5K Sell
505
-157
-24% -$9.92K ﹤0.01% 381
2026
Q1 		$41.3K Buy
662
+122
+23% +$7.9K 0.01% 336
2025
Q4 		$32.7K Buy
540
+231
+75% +$14.3K 0.01% 379
2025
Q3 		$18.8K Buy
309
+270
+692% +$16.4K ﹤0.01% 452
2025
Q2 		$2.41K Buy
39
+10
+34% +$638 ﹤0.01% 904
2025
Q1 		$1.94K Buy
+29
New +$1.94K ﹤0.01% 766

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 Trust's ELS Position: Q2 2026 in Review

Clearstead Trust reduced its Equity Lifestyle Properties (ELS) stake by 24% in Q2 2026, selling an estimated $9.92K and leaving 505 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Clearstead Trust first reported a position in ELS in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.3K in Q1 2026. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Clearstead Trust held 505 shares of Equity Lifestyle Properties worth $32.5K as of Q2 2026.
  • Clearstead Trust sold 157 Equity Lifestyle Properties shares in Q2 2026, an estimated $9.92K.
  • Equity Lifestyle Properties made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #381 holding.
  • Clearstead Trust first reported a position in Equity Lifestyle Properties in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Equity Lifestyle Properties position peaked at $41.3K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

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