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Everpar Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Everpar 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
2025
Q2 		– Sell
-3,550
Closed -$237K – 270
2025
Q1 		$237K Sell
3,550
-401
-10% -$26.8K 0.13% 225
2024
Q4 		$263K Buy
3,951
+76
+2% +$5.27K 0.13% 210
2024
Q3 		$276K Sell
3,875
-852
-18% -$59.7K 0.14% 197
2024
Q2 		$308K Sell
4,727
-322
-6% -$20.2K 0.15% 185
2024
Q1 		$325K Sell
5,049
-4,619
-48% -$310K 0.2% 167
2023
Q4 		$682K Buy
+9,668
New +$658K 0.32% 113

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 $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Everpar Advisors's ELS Position: Q2 2025 in Review

Everpar Advisors sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 3,550 shares — an estimated $237K sold.

Everpar Advisors first reported a position in ELS in Q4 2023 and held it in 6 quarters. The position peaked at $682K in Q4 2023. 518 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Everpar Advisors reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
  • Everpar Advisors sold 3,550 Equity Lifestyle Properties shares in Q2 2025, an estimated $237K.
  • Everpar Advisors first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 6 quarters.
  • Everpar Advisors's Equity Lifestyle Properties position peaked at $682K in Q4 2023.
  • 518 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Everpar Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.