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GoalVest Advisory’s Equity Lifestyle Properties ELS Stock Holding History

GoalVest Advisory’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 		$26.8K Hold
416
– – 0.01% 281
2026
Q1 		$26K Hold
416
– – 0.01% 301
2025
Q4 		$25.2K Buy
+416
New +$25.7K ﹤0.01% 317

Other funds holding ELS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GoalVest Advisory's ELS Position: Q2 2026 in Review

GoalVest Advisory held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 416 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #281.

GoalVest Advisory first reported a position in ELS in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • GoalVest Advisory held 416 shares of Equity Lifestyle Properties worth $26.8K as of Q2 2026.
  • GoalVest Advisory left its Equity Lifestyle Properties share count unchanged in Q2 2026.
  • Equity Lifestyle Properties made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #281 holding.
  • GoalVest Advisory first reported a position in Equity Lifestyle Properties in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.