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Copeland Capital Management’s Equity Lifestyle Properties ELS Stock Holding History

Copeland Capital 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
2026
Q1 		$911K Sell
14,596
-378
-3% -$24.5K 0.02% 134
2025
Q4 		$908K Sell
14,974
-676
-4% -$41.8K 0.02% 137
2025
Q3 		$950K Sell
15,650
-485
-3% -$29.4K 0.02% 137
2025
Q2 		$995K Buy
16,135
+1,992
+14% +$127K 0.02% 130
2025
Q1 		$943K Sell
14,143
-673
-5% -$44.9K 0.02% 126
2024
Q4 		$987K Sell
14,816
-684
-4% -$47.4K 0.02% 128
2024
Q3 		$1.11M Sell
15,500
-450
-3% -$31.6K 0.02% 130
2024
Q2 		$1.04M Sell
15,950
-554
-3% -$34.7K 0.02% 129
2024
Q1 		$1.06M Buy
16,504
+2,437
+17% +$163K 0.02% 130
2023
Q4 		$992K Sell
14,067
-4,973
-26% -$338K 0.02% 122
2023
Q3 		$1.21M Buy
19,040
+3,643
+24% +$246K 0.03% 120
2023
Q2 		$1.03M Sell
15,397
-625
-4% -$41.6K 0.02% 124
2023
Q1 		$1.08M Sell
16,022
-430
-3% -$29.2K 0.03% 120
2022
Q4 		$1.06M Buy
16,452
+13,368
+433% +$847K 0.03% 124
2022
Q3 		$194K Buy
3,084
+100
+3% +$7.19K 0.01% 143
2022
Q2 		$210K Buy
2,984
+39
+1% +$2.91K 0.01% 141
2022
Q1 		$225K Buy
2,945
+16
+0.5% +$1.24K 0.01% 136
2021
Q4 		$257K Buy
2,929
+7
+0.2% +$589 0.01% 136
2021
Q3 		$228K Hold
2,922
– – 0.01% 139
2021
Q2 		$217K Hold
2,922
– – 0.01% 138
2021
Q1 		$186K Buy
2,922
+86
+3% +$5.35K 0.01% 143
2020
Q4 		$180K Buy
+2,836
New +$175K 0.01% 139
2019
Q3 		– Sell
-34
Closed -$2K – 305
2019
Q2 		$2K Hold
34
– – ﹤0.01% 237
2019
Q1 		$2K Hold
34
– – ﹤0.01% 229
2018
Q4 		$2K Buy
+34
New +$1.65K ﹤0.01% 235

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

Copeland Capital Management's ELS Position: Q1 2026 in Review

Copeland Capital Management reduced its Equity Lifestyle Properties (ELS) stake by 2.5% in Q1 2026, selling an estimated $24.5K and leaving 14,596 shares worth $911K. The position accounts for 0.02% of the portfolio, ranked #134.

Copeland Capital Management first reported a position in ELS in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.21M in Q3 2023. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Copeland Capital Management held 14,596 shares of Equity Lifestyle Properties worth $911K as of Q1 2026.
  • Copeland Capital Management sold 378 Equity Lifestyle Properties shares in Q1 2026, an estimated $24.5K.
  • Equity Lifestyle Properties made up 0.02% of Copeland Capital Management's portfolio in Q1 2026, its #134 holding.
  • Copeland Capital Management first reported a position in Equity Lifestyle Properties in Q4 2018 and has held it in 25 quarters since.
  • Copeland Capital Management's Equity Lifestyle Properties position peaked at $1.21M in Q3 2023.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.