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GeoWealth Management’s Equity Lifestyle Properties ELS Stock Holding History

GeoWealth 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
Q1 		$914K Buy
14,639
+4,657
+47% +$302K 0.03% 312
2025
Q4 		$605K Buy
9,982
+1,160
+13% +$71.7K 0.02% 396
2025
Q3 		$535K Sell
8,822
-3,570
-29% -$217K 0.02% 434
2025
Q2 		$764K Buy
12,392
+5,598
+82% +$357K 0.03% 310
2025
Q1 		$453K Sell
6,794
-2,788
-29% -$186K 0.02% 444
2024
Q4 		$638K Buy
9,582
+1,547
+19% +$107K 0.02% 411
2024
Q3 		$573K Buy
8,035
+1,648
+26% +$116K 0.02% 437
2024
Q2 		$416K Sell
6,387
-1,516
-19% -$95.1K 0.02% 477
2024
Q1 		$509K Buy
+7,903
New +$530K 0.02% 431

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's ELS Position: Q1 2026 in Review

GeoWealth Management increased its Equity Lifestyle Properties (ELS) stake by 47% in Q1 2026, buying an estimated $302K and bringing the position to 14,639 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #312.

GeoWealth Management first reported a position in ELS in Q1 2024 and has held it in 9 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • GeoWealth Management held 14,639 shares of Equity Lifestyle Properties worth $914K as of Q1 2026.
  • GeoWealth Management bought 4,657 Equity Lifestyle Properties shares in Q1 2026, an estimated $302K.
  • Equity Lifestyle Properties made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #312 holding.
  • GeoWealth Management first reported a position in Equity Lifestyle Properties in Q1 2024 and has held it in 9 quarters since.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.