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High Note Wealth’s Equity Lifestyle Properties ELS Stock Holding History

High Note Wealth’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
2025
Q2 		– Sell
-2
Closed -$133 – 917
2025
Q1 		$133 Hold
2
– – ﹤0.01% 846
2024
Q4 		$133 Buy
+2
New +$139 ﹤0.01% 856

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

High Note Wealth's ELS Position: Q2 2025 in Review

High Note Wealth sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 2 shares — an estimated $133 sold.

High Note Wealth first reported a position in ELS in Q4 2024 and held it in 2 quarters. The position peaked at $133 in Q1 2025. 518 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • High Note Wealth reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
  • High Note Wealth sold 2 Equity Lifestyle Properties shares in Q2 2025, an estimated $133.
  • High Note Wealth first reported a position in Equity Lifestyle Properties in Q4 2024 and held it in 2 quarters.
  • High Note Wealth's Equity Lifestyle Properties position peaked at $133 in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.