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Farther Finance Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Farther Finance 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
Q3 		$482K Sell
8,270
-1,260
-13% -$80.1K ﹤0.01% 1626
2026
Q2 		$614K Buy
9,530
+1,433
+18% +$90.6K ﹤0.01% 1402
2026
Q1 		$512K Buy
8,097
+4,637
+134% +$300K ﹤0.01% 1377
2025
Q4 		$210K Buy
3,460
+1,486
+75% +$91.8K ﹤0.01% 1888
2025
Q3 		$120K Buy
1,974
+354
+22% +$21.5K ﹤0.01% 1926
2025
Q2 		$99.9K Buy
1,620
+178
+12% +$11.4K ﹤0.01% 1767
2025
Q1 		$96K Buy
1,442
+635
+79% +$42.4K ﹤0.01% 1562
2024
Q4 		$53.7K Sell
807
-20,334
-96% -$1.41M ﹤0.01% 1626
2024
Q3 		$1.51M Buy
21,141
+1,203
+6% +$84.3K 0.06% 252
2024
Q2 		$1.29M Buy
19,938
+87
+0.4% +$5.46K 0.06% 239
2024
Q1 		$1.26M Sell
19,851
-48
-0.2% -$3.22K 0.08% 218
2023
Q4 		$1.4M Buy
19,899
+19,612
+6,833% +$1.33M 0.1% 186
2023
Q3 		$18.3K Buy
287
+157
+121% +$10.6K ﹤0.01% 1106
2023
Q2 		$8.7K Buy
130
+13
+11% +$866 ﹤0.01% 1244
2023
Q1 		$7.85K Buy
117
+105
+875% +$7.13K ﹤0.01% 1200
2022
Q4 		$775 Buy
+12
New +$760 ﹤0.01% 1713

Other funds holding ELS

FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's ELS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Equity Lifestyle Properties (ELS) stake by 13% in Q3 2026, selling an estimated $80.1K and leaving 8,270 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Farther Finance Advisors first reported a position in ELS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q3 2024. 15 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Farther Finance Advisors held 8,270 shares of Equity Lifestyle Properties worth $482K as of Q3 2026.
  • Farther Finance Advisors sold 1,260 Equity Lifestyle Properties shares in Q3 2026, an estimated $80.1K.
  • Equity Lifestyle Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1626 holding.
  • Farther Finance Advisors first reported a position in Equity Lifestyle Properties in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Equity Lifestyle Properties position peaked at $1.51M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.