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EP Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

EP Wealth Advisors’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
Q1 		$395K Buy
6,330
+606
+11% +$39.3K ﹤0.01% 1009
2025
Q4 		$347K Buy
+5,724
New +$354K ﹤0.01% 1054
2025
Q2 		$379K Buy
6,144
+378
+7% +$24.1K ﹤0.01% 902
2025
Q1 		$385K Sell
5,766
-79
-1% -$5.28K ﹤0.01% 803
2024
Q4 		$389K Buy
5,845
+422
+8% +$29.3K ﹤0.01% 771
2024
Q3 		$387K Buy
+5,423
New +$380K ﹤0.01% 774

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's ELS Position: Q1 2026 in Review

EP Wealth Advisors increased its Equity Lifestyle Properties (ELS) stake by 11% in Q1 2026, buying an estimated $39.3K and bringing the position to 6,330 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

EP Wealth Advisors first reported a position in ELS in Q3 2024 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • EP Wealth Advisors held 6,330 shares of Equity Lifestyle Properties worth $395K as of Q1 2026.
  • EP Wealth Advisors bought 606 Equity Lifestyle Properties shares in Q1 2026, an estimated $39.3K.
  • Equity Lifestyle Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1009 holding.
  • EP Wealth Advisors first reported a position in Equity Lifestyle Properties in Q3 2024 and has held it in 6 quarters since.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.