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BFC Planning, Inc.’s Equity Lifestyle Properties ELS Stock Holding History

BFC Planning, Inc.’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 		$516 Hold
8
– – ﹤0.01% 3250
2026
Q1 		$499 Hold
8
– – ﹤0.01% 2856
2025
Q4 		$485 Hold
8
– – ﹤0.01% 2933
2025
Q3 		$486 Hold
8
– – ﹤0.01% 2757
2025
Q2 		$493 Hold
8
– – ﹤0.01% 2545
2025
Q1 		$534 Hold
8
– – ﹤0.01% 2512
2024
Q4 		$533 Buy
+8
New +$555 ﹤0.01% 2472

Other funds holding ELS

BlackRock
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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 $3.38T AUM 44.17% 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 $195B AUM 21.17% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s ELS Position: Q2 2026 in Review

BFC Planning, Inc. held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 8 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

BFC Planning, Inc. first reported a position in ELS in Q4 2024 and has held it in 7 quarters since. The position peaked at $534 in Q1 2025. 479 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • BFC Planning, Inc. held 8 shares of Equity Lifestyle Properties worth $516 as of Q2 2026.
  • BFC Planning, Inc. left its Equity Lifestyle Properties share count unchanged in Q2 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3250 holding.
  • BFC Planning, Inc. first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Equity Lifestyle Properties position peaked at $534 in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.