CI
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CX Institutional’s Equity Lifestyle Properties ELS Stock Holding History

CX Institutional’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
Q3 		$36K Buy
611
+567
+1,289% +$36.1K ﹤0.01% 1082
2026
Q2 		$3K Hold
44
– – ﹤0.01% 1417
2026
Q1 		$3K Buy
44
+20
+83% +$1.3K ﹤0.01% 1400
2025
Q4 		$1K Buy
+24
New +$1.48K ﹤0.01% 1450

Other funds holding ELS

EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CX Institutional's ELS Position: Q3 2026 in Review

CX Institutional increased its Equity Lifestyle Properties (ELS) stake by 1,289% in Q3 2026, buying an estimated $36.1K and bringing the position to 611 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

CX Institutional first reported a position in ELS in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • CX Institutional held 611 shares of Equity Lifestyle Properties worth $36K as of Q3 2026.
  • CX Institutional bought 567 Equity Lifestyle Properties shares in Q3 2026, an estimated $36.1K.
  • Equity Lifestyle Properties made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1082 holding.
  • CX Institutional first reported a position in Equity Lifestyle Properties in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.