Fermata Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Fermata 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 Q2	$2.19M	Buy	34,041 +86	+0.3%	+$5.43K	0.44%	63
2026 Q1	$2.12M	Buy	33,955 +22	+0.1%	+$1.43K	0.48%	63
2025 Q4	$2.06M	Buy	33,933 +28,000	+472%	+$1.73M	0.49%	61
2025 Q3	$360K	Hold	5,933	–	–	0.09%	152
2025 Q2	$366K	Hold	5,933	–	–	0.1%	160
2025 Q1	$396K	Hold	5,933	–	–	0.07%	188
2024 Q4	$395K	Hold	5,933	–	–	0.07%	169
2024 Q3	$423K	Hold	5,933	–	–	0.09%	136
2024 Q2	$386K	Hold	5,933	–	–	0.09%	138
2024 Q1	$382K	Hold	5,933	–	–	0.09%	130
2023 Q4	$419K	Sell	5,933 -16	-0.3%	-$1.09K	0.1%	113
2023 Q3	$379K	Hold	5,949	–	–	0.11%	110
2023 Q2	$398K	Hold	5,949	–	–	0.36%	54
2023 Q1	$399K	Hold	5,949	–	–	0.24%	68
2022 Q4	$384K	Hold	5,949	–	–	0.11%	99
2022 Q3	$374K	Hold	5,949	–	–	0.12%	102
2022 Q2	$419K	Sell	5,949 -1,365	-19%	-$102K	0.15%	107
2022 Q1	$559K	Buy	+7,314	New	+$565K	0.21%	90

Other funds holding ELS

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Fermata Advisors's ELS Position: Q2 2026 in Review

Fermata Advisors increased its Equity Lifestyle Properties (ELS) stake by 0.25% in Q2 2026, buying an estimated $5.43K and bringing the position to 34,041 shares worth $2.19M. The position accounts for 0.44% of the portfolio, ranked #63.

Fermata Advisors first reported a position in ELS in Q1 2022 and has held it in 18 quarters since. 38 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

Fermata Advisors held 34,041 shares of Equity Lifestyle Properties worth $2.19M as of Q2 2026.
Fermata Advisors bought 86 Equity Lifestyle Properties shares in Q2 2026, an estimated $5.43K.
Equity Lifestyle Properties made up 0.44% of Fermata Advisors's portfolio in Q2 2026, its #63 holding.
Fermata Advisors first reported a position in Equity Lifestyle Properties in Q1 2022 and has held it in 18 quarters since.
38 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.