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Evergreen Capital Management’s Equity Lifestyle Properties ELS Stock Holding History

Evergreen Capital Management’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 		$9.35M Buy
145,007
+644
+0.4% +$40.7K 0.16% 132
2026
Q1 		$9.01M Buy
144,363
+9,604
+7% +$622K 0.2% 121
2025
Q4 		$8.24M Buy
134,759
+129,801
+2,618% +$8.02M 0.18% 131
2025
Q3 		$301K Buy
+4,958
New +$301K 0.01% 970
2025
Q2 		– Sell
-3,509
Closed -$234K – 1169
2025
Q1 		$234K Buy
3,509
+168
+5% +$11.2K 0.01% 898
2024
Q4 		$224K Buy
3,341
+482
+17% +$33.4K 0.01% 912
2024
Q3 		$205K Buy
+2,859
New +$200K 0.01% 933

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's ELS Position: Q2 2026 in Review

Evergreen Capital Management increased its Equity Lifestyle Properties (ELS) stake by 0.45% in Q2 2026, buying an estimated $40.7K and bringing the position to 145,007 shares worth $9.35M. The position accounts for 0.16% of the portfolio, ranked #132.

Evergreen Capital Management first reported a position in ELS in Q3 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Evergreen Capital Management held 145,007 shares of Equity Lifestyle Properties worth $9.35M as of Q2 2026.
  • Evergreen Capital Management bought 644 Equity Lifestyle Properties shares in Q2 2026, an estimated $40.7K.
  • Equity Lifestyle Properties made up 0.16% of Evergreen Capital Management's portfolio in Q2 2026, its #132 holding.
  • Evergreen Capital Management first reported a position in Equity Lifestyle Properties in Q3 2024 and has held it in 7 quarters since.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.