Frank Rimerman Advisors
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Frank Rimerman Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Frank Rimerman 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 		– Sell
-3,426
Closed -$221K – 615
2026
Q2 		$221K Sell
3,426
-41
-1% -$2.59K 0.01% 579
2026
Q1 		$216K Sell
3,467
-213
-6% -$13.8K 0.01% 567
2025
Q4 		$223K Buy
+3,680
New +$227K 0.01% 578

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Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Frank Rimerman Advisors's ELS Position: Q3 2026 in Review

Frank Rimerman Advisors sold out of Equity Lifestyle Properties (ELS) in Q3 2026, closing a stake of 3,426 shares — an estimated $221K sold.

Frank Rimerman Advisors first reported a position in ELS in Q4 2025 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 266 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Frank Rimerman Advisors reported no remaining Equity Lifestyle Properties position as of Q3 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 3,426 Equity Lifestyle Properties shares in Q3 2026, an estimated $221K.
  • Frank Rimerman Advisors first reported a position in Equity Lifestyle Properties in Q4 2025 and held it in 3 quarters.
  • Frank Rimerman Advisors's Equity Lifestyle Properties position peaked at $223K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.