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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Trust's ELS Position: Q1 2026 in Review

Clearstead Trust increased its Equity Lifestyle Properties (ELS) stake by 23% in Q1 2026, buying an estimated $7.9K and bringing the position to 662 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #336.

Clearstead Trust first reported a position in ELS in Q1 2025 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Clearstead Trust held 662 shares of Equity Lifestyle Properties worth $41.3K as of Q1 2026.
  • Clearstead Trust bought 122 Equity Lifestyle Properties shares in Q1 2026, an estimated $7.9K.
  • Equity Lifestyle Properties made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #336 holding.
  • Clearstead Trust first reported a position in Equity Lifestyle Properties in Q1 2025 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.