GM
ELS icon

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
Q2 		$862K Sell
13,377
-1,262
-9% -$79.8K 0.03% 356
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 $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

GeoWealth Management's ELS Position: Q2 2026 in Review

GeoWealth Management reduced its Equity Lifestyle Properties (ELS) stake by 8.6% in Q2 2026, selling an estimated $79.8K and leaving 13,377 shares worth $862K. The position accounts for 0.03% of the portfolio, ranked #356.

GeoWealth Management first reported a position in ELS in Q1 2024 and has held it in 10 quarters since. The position peaked at $914K in Q1 2026. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • GeoWealth Management held 13,377 shares of Equity Lifestyle Properties worth $862K as of Q2 2026.
  • GeoWealth Management sold 1,262 Equity Lifestyle Properties shares in Q2 2026, an estimated $79.8K.
  • Equity Lifestyle Properties made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #356 holding.
  • GeoWealth Management first reported a position in Equity Lifestyle Properties in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Equity Lifestyle Properties position peaked at $914K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.