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Congress Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Congress Wealth Management’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 		$668K Sell
10,826
-199
-2% -$12.7K 0.01% 828
2025
Q1 		$736K Sell
11,025
-104
-0.9% -$6.94K 0.01% 706
2024
Q4 		$741K Buy
11,129
+985
+10% +$68.3K 0.01% 566
2024
Q3 		$724K Buy
+10,144
New +$711K 0.01% 574

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Congress Wealth Management's ELS Position: Q2 2025 in Review

Congress Wealth Management reduced its Equity Lifestyle Properties (ELS) stake by 1.8% in Q2 2025, selling an estimated $12.7K and leaving 10,826 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #828.

Congress Wealth Management first reported a position in ELS in Q3 2024 and has held it in 4 quarters since. The position peaked at $741K in Q4 2024. 519 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Congress Wealth Management held 10,826 shares of Equity Lifestyle Properties worth $668K as of Q2 2025.
  • Congress Wealth Management sold 199 Equity Lifestyle Properties shares in Q2 2025, an estimated $12.7K.
  • Equity Lifestyle Properties made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #828 holding.
  • Congress Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Equity Lifestyle Properties position peaked at $741K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.