Convergence Investment Partners’s Equity Lifestyle Properties ELS Stock Holding History

Convergence Investment Partners’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 Q3	–	Sell	-6,905	Closed	-$426K	–	260
2025 Q2	$426K	Buy	6,905 +770	+13%	+$49.1K	0.11%	196
2025 Q1	$409K	Buy	+6,135	New	+$410K	0.11%	200
2020 Q4	–	Sell	-8,873	Closed	-$544K	–	244
2020 Q3	$544K	Sell	8,873 -2,013	-18%	-$130K	0.19%	180
2020 Q2	$680K	Buy	10,886 +884	+9%	+$54.3K	0.23%	152
2020 Q1	$575K	Buy	+10,002	New	+$682K	0.25%	122

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Convergence Investment Partners's ELS Position: Q3 2025 in Review

Convergence Investment Partners sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 6,905 shares — an estimated $426K sold.

Convergence Investment Partners first reported a position in ELS in Q1 2020 and held it in 5 quarters. The position peaked at $680K in Q2 2020. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

Convergence Investment Partners reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
Convergence Investment Partners sold 6,905 Equity Lifestyle Properties shares in Q3 2025, an estimated $426K.
Convergence Investment Partners first reported a position in Equity Lifestyle Properties in Q1 2020 and held it in 5 quarters.
Convergence Investment Partners's Equity Lifestyle Properties position peaked at $680K in Q2 2020.
496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.