Gillson Capital’s Equity Lifestyle Properties ELS Stock Holding History

Gillson Capital’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	–	Sell	-67,000	Closed	-$4.18M	–	89
2026 Q1	$4.18M	Sell	67,000 -14,889	-18%	-$964K	0.34%	61
2025 Q4	$4.96M	Sell	81,889 -325,011	-80%	-$20.1M	0.32%	61
2025 Q3	$24.7M	Buy	+406,900	New	+$24.7M	2.14%	18
2025 Q2	–	Sell	-137,200	Closed	-$9.15M	–	82
2025 Q1	$9.15M	Buy	+137,200	New	+$9.16M	0.78%	48
2024 Q3	–	Sell	-78,000	Closed	-$5.08M	–	76
2024 Q2	$5.08M	Buy	+78,000	New	+$4.89M	0.49%	50
2021 Q1	–	Sell	-128,052	Closed	-$8.11M	–	214
2020 Q4	$8.11M	Buy	+128,052	New	+$7.9M	0.89%	44

Other funds holding ELS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gillson Capital's ELS Position: Q2 2026 in Review

Gillson Capital sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 67,000 shares — an estimated $4.18M sold.

Gillson Capital first reported a position in ELS in Q4 2020 and held it in 6 quarters. The position peaked at $24.7M in Q3 2025. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

Gillson Capital reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
Gillson Capital sold 67,000 Equity Lifestyle Properties shares in Q2 2026, an estimated $4.18M.
Gillson Capital first reported a position in Equity Lifestyle Properties in Q4 2020 and held it in 6 quarters.
Gillson Capital's Equity Lifestyle Properties position peaked at $24.7M in Q3 2025.
476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.