Focus Partners Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Focus Partners Wealth’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	$955K	Sell	15,304 -6,140	-29%	-$398K	﹤0.01%	1644
2025 Q4	$1.3M	Buy	+21,444	New	+$1.33M	﹤0.01%	1522
2025 Q3	–	Sell	-4,194	Closed	-$259K	–	2238
2025 Q2	$259K	Buy	+4,194	New	+$267K	﹤0.01%	1755
2024 Q3	–	Sell	-3,252	Closed	-$212K	–	1610
2024 Q2	$212K	Buy	+3,252	New	+$204K	﹤0.01%	1148

Other funds holding ELS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's ELS Position: Q1 2026 in Review

Focus Partners Wealth reduced its Equity Lifestyle Properties (ELS) stake by 29% in Q1 2026, selling an estimated $398K and leaving 15,304 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Focus Partners Wealth first reported a position in ELS in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Focus Partners Wealth held 15,304 shares of Equity Lifestyle Properties worth $955K as of Q1 2026.
Focus Partners Wealth sold 6,140 Equity Lifestyle Properties shares in Q1 2026, an estimated $398K.
Equity Lifestyle Properties made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1644 holding.
Focus Partners Wealth first reported a position in Equity Lifestyle Properties in Q2 2024 and has held it in 4 quarters since.
Focus Partners Wealth's Equity Lifestyle Properties position peaked at $1.3M in Q4 2025.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.