Econ Financial Services’s Equity Lifestyle Properties ELS Stock Holding History

Econ Financial Services’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	$2.76M	Buy	+47,294	New	+$3.01M	1.15%	36

Other funds holding ELS

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Econ Financial Services's ELS Position: Q3 2026 in Review

Econ Financial Services opened a new position in Equity Lifestyle Properties (ELS) in Q3 2026: 47,294 shares worth $2.76M. The stake represents 1.15% of the portfolio and ranks #36 among its holdings.

46 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

Econ Financial Services held 47,294 shares of Equity Lifestyle Properties worth $2.76M as of Q3 2026.
Equity Lifestyle Properties was a new Econ Financial Services position in Q3 2026.
Equity Lifestyle Properties made up 1.15% of Econ Financial Services's portfolio in Q3 2026, its #36 holding.
46 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.