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 Q3	$873K	Sell	14,961 -379	-2%	-$24.1K	0.25%	54
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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Elevation Wealth Partners's ELS Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Equity Lifestyle Properties (ELS) stake by 2.5% in Q3 2026, selling an estimated $24.1K and leaving 14,961 shares worth $873K. The position accounts for 0.25% of the portfolio, ranked #54.

Elevation Wealth Partners first reported a position in ELS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q3 2024. 100 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

Elevation Wealth Partners held 14,961 shares of Equity Lifestyle Properties worth $873K as of Q3 2026.
Elevation Wealth Partners sold 379 Equity Lifestyle Properties shares in Q3 2026, an estimated $24.1K.
Equity Lifestyle Properties made up 0.25% of Elevation Wealth Partners's portfolio in Q3 2026, its #54 holding.
Elevation Wealth Partners first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Equity Lifestyle Properties position peaked at $1.36M in Q3 2024.
100 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.