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

EverSource 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 		$45.3K Buy
726
+292
+67% +$18.9K ﹤0.01% 1966
2025
Q4 		$26.3K Sell
434
-522
-55% -$32.3K ﹤0.01% 2204
2025
Q3 		$58K Sell
956
-2,553
-73% -$155K ﹤0.01% 1595
2025
Q2 		$216K Buy
3,509
+2,390
+214% +$152K 0.01% 819
2025
Q1 		$74.6K Buy
1,119
+1,011
+936% +$67.5K ﹤0.01% 1034
2024
Q4 		$7.19K Buy
108
+53
+96% +$3.67K ﹤0.01% 2166
2024
Q3 		$3.92K Buy
55
+47
+588% +$3.29K ﹤0.01% 2324
2024
Q2 		$549 Hold
8
– – ﹤0.01% 2870
2024
Q1 		$482 Sell
8
-7
-47% -$470 ﹤0.01% 2732
2023
Q4 		$1.06K Sell
15
-351
-96% -$23.9K ﹤0.01% 2386
2023
Q3 		$23.3K Hold
366
– – ﹤0.01% 1068
2023
Q2 		$24.5K Buy
366
+198
+118% +$13.2K ﹤0.01% 1070
2023
Q1 		$11.3K Buy
168
+141
+522% +$9.57K ﹤0.01% 1305
2022
Q4 		$1.74K Buy
+27
New +$1.71K ﹤0.01% 1953

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

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

EverSource Wealth Advisors increased its Equity Lifestyle Properties (ELS) stake by 67% in Q1 2026, buying an estimated $18.9K and bringing the position to 726 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

EverSource Wealth Advisors first reported a position in ELS in Q4 2022 and has held it in 14 quarters since. The position peaked at $216K in Q2 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • EverSource Wealth Advisors held 726 shares of Equity Lifestyle Properties worth $45.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 292 Equity Lifestyle Properties shares in Q1 2026, an estimated $18.9K.
  • Equity Lifestyle Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1966 holding.
  • EverSource Wealth Advisors first reported a position in Equity Lifestyle Properties in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Equity Lifestyle Properties position peaked at $216K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

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