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First Heartland Consultants’s Equity Lifestyle Properties ELS Stock Holding History

First Heartland Consultants’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 		– Sell
-3,898
Closed -$236K – 540
2025
Q4 		$236K Hold
3,898
– – 0.02% 477
2025
Q3 		$237K Buy
+3,898
New +$237K 0.02% 467

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VPM
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State Street
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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 $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 $1.61T AUM 30.72% 1-Year Est. Return

First Heartland Consultants's ELS Position: Q1 2026 in Review

First Heartland Consultants sold out of Equity Lifestyle Properties (ELS) in Q1 2026, closing a stake of 3,898 shares — an estimated $236K sold.

First Heartland Consultants first reported a position in ELS in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 494 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • First Heartland Consultants reported no remaining Equity Lifestyle Properties position as of Q1 2026 after selling out during the quarter.
  • First Heartland Consultants sold 3,898 Equity Lifestyle Properties shares in Q1 2026, an estimated $236K.
  • First Heartland Consultants first reported a position in Equity Lifestyle Properties in Q3 2025 and held it in 2 quarters.
  • First Heartland Consultants's Equity Lifestyle Properties position peaked at $237K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.