EWP
ELS icon

Elevation Wealth Partners’s Equity Lifestyle Properties ELS Stock Holding History

Elevation Wealth 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
2026
Q2 		$989K Buy
15,340
+421
+3% +$26.6K 0.3% 50
2026
Q1 		$931K Sell
14,919
-577
-4% -$37.4K 0.33% 48
2025
Q4 		$939K Sell
15,496
-2,310
-13% -$143K 0.33% 47
2025
Q3 		$1.08M Sell
17,806
-992
-5% -$60.2K 0.39% 45
2025
Q2 		$1.16M Hold
18,798
– – 0.46% 41
2025
Q1 		$1.25M Hold
18,798
– – 0.54% 37
2024
Q4 		$1.25M Sell
18,798
-292
-2% -$20.2K 0.53% 37
2024
Q3 		$1.36M Hold
19,090
– – 0.58% 36
2024
Q2 		$1.24M Hold
19,090
– – 0.59% 36
2024
Q1 		$1.23M Hold
19,090
– – 0.61% 33
2023
Q4 		$1.22M Buy
+19,090
New +$1.3M 0.73% 27

Other funds holding ELS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Elevation Wealth Partners's ELS Position: Q2 2026 in Review

Elevation Wealth Partners increased its Equity Lifestyle Properties (ELS) stake by 2.8% in Q2 2026, buying an estimated $26.6K and bringing the position to 15,340 shares worth $989K. The position accounts for 0.3% of the portfolio, ranked #50.

Elevation Wealth Partners first reported a position in ELS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2024. 41 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Elevation Wealth Partners held 15,340 shares of Equity Lifestyle Properties worth $989K as of Q2 2026.
  • Elevation Wealth Partners bought 421 Equity Lifestyle Properties shares in Q2 2026, an estimated $26.6K.
  • Equity Lifestyle Properties made up 0.3% of Elevation Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Elevation Wealth Partners first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Equity Lifestyle Properties position peaked at $1.36M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.