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HB Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

HB Wealth 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 		$272K Buy
4,216
+384
+10% +$24.3K ﹤0.01% 1426
2026
Q1 		$239K Buy
+3,832
New +$248K ﹤0.01% 1342
2025
Q2 		– Sell
-3,230
Closed -$215K – 1200
2025
Q1 		$215K Buy
+3,230
New +$216K ﹤0.01% 1113

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 $3.38T 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 $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

HB Wealth Management's ELS Position: Q2 2026 in Review

HB Wealth Management increased its Equity Lifestyle Properties (ELS) stake by 10% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,216 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

HB Wealth Management first reported a position in ELS in Q1 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • HB Wealth Management held 4,216 shares of Equity Lifestyle Properties worth $272K as of Q2 2026.
  • HB Wealth Management bought 384 Equity Lifestyle Properties shares in Q2 2026, an estimated $24.3K.
  • Equity Lifestyle Properties made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1426 holding.
  • HB Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.