Essential Partners’s Equity Lifestyle Properties ELS Stock Holding History

Essential 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	$18.6K	Sell	319 -42	-12%	-$2.67K	0.01%	940
2026 Q2	$23.3K	Buy	361 +351	+3,510%	+$22.2K	0.01%	848
2026 Q1	$633	Sell	10 -11	-52%	-$713	﹤0.01%	2365
2025 Q4	$1.28K	Buy	21 +11	+110%	+$680	﹤0.01%	1949
2025 Q3	$615	Sell	10 -1,173	-99%	-$71.2K	﹤0.01%	2158
2025 Q2	$73K	Buy	+1,183	New	+$75.4K	0.03%	401

Other funds holding ELS

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

EFS

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 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

Essential Partners's ELS Position: Q3 2026 in Review

Essential Partners reduced its Equity Lifestyle Properties (ELS) stake by 12% in Q3 2026, selling an estimated $2.67K and leaving 319 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #940.

Essential Partners first reported a position in ELS in Q2 2025 and has held it in 6 quarters since. The position peaked at $73K in Q2 2025. 46 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

Essential Partners held 319 shares of Equity Lifestyle Properties worth $18.6K as of Q3 2026.
Essential Partners sold 42 Equity Lifestyle Properties shares in Q3 2026, an estimated $2.67K.
Equity Lifestyle Properties made up 0.01% of Essential Partners's portfolio in Q3 2026, its #940 holding.
Essential Partners first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Equity Lifestyle Properties position peaked at $73K in Q2 2025.
46 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.