Envestnet Portfolio Solutions
ELS icon

Envestnet Portfolio Solutions’s Equity Lifestyle Properties ELS Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-3,723
Closed -$248K – 1614
2024
Q4 		$248K Sell
3,723
-132
-3% -$9.15K ﹤0.01% 1590
2024
Q3 		$275K Buy
+3,855
New +$270K ﹤0.01% 1492
2023
Q4 		– Sell
-5,213
Closed -$332K – 1545
2023
Q3 		$332K Buy
+5,213
New +$352K ﹤0.01% 1177

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Portfolio Solutions's ELS Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Equity Lifestyle Properties (ELS) in Q1 2025, closing a stake of 3,723 shares — an estimated $248K sold.

Envestnet Portfolio Solutions first reported a position in ELS in Q3 2023 and held it in 3 quarters. The position peaked at $332K in Q3 2023. 529 funds tracked by Wall St. Rank hold ELS as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Equity Lifestyle Properties position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,723 Equity Lifestyle Properties shares in Q1 2025, an estimated $248K.
  • Envestnet Portfolio Solutions first reported a position in Equity Lifestyle Properties in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Equity Lifestyle Properties position peaked at $332K in Q3 2023.
  • 529 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.