FAM
ELS icon

Fulcrum Asset Management’s Equity Lifestyle Properties ELS Stock Holding History

Fulcrum Asset Management’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 		$35.7K Hold
552
– – ﹤0.01% 583
2026
Q1 		$34.5K Hold
552
– – 0.01% 200
2025
Q4 		$33.7K Hold
552
– – 0.01% 166
2025
Q3 		$33.5K Hold
552
– – 0.01% 162
2025
Q2 		$34K Buy
+552
New +$35.2K 0.01% 171
2022
Q1 		– Hold
0
– – – 101
2021
Q4 		– Hold
0
– – – 48
2021
Q3 		– Hold
0
– – – 48
2021
Q2 		– Hold
0
– – – 20

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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 $1.88T AUM 44.46% 1-Year Est. Return

Fulcrum Asset Management's ELS Position: Q2 2026 in Review

Fulcrum Asset Management held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 552 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Fulcrum Asset Management first reported a position in ELS in Q2 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Fulcrum Asset Management held 552 shares of Equity Lifestyle Properties worth $35.7K as of Q2 2026.
  • Fulcrum Asset Management left its Equity Lifestyle Properties share count unchanged in Q2 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #583 holding.
  • Fulcrum Asset Management first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.