Hoxton Planning & Management’s Equity Lifestyle Properties ELS Stock Holding History

Hoxton Planning & 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 Q3	$669K	Hold	11,466	–	–	0.17%	97
2026 Q2	$739K	Hold	11,466	–	–	0.19%	87
2026 Q1	$716K	Hold	11,466	–	–	0.21%	80
2025 Q4	$695K	Hold	11,466	–	–	0.21%	82
2025 Q3	$696K	Sell	11,466 -11,307	-50%	-$686K	0.22%	82
2025 Q2	$1.4M	Hold	22,773	–	–	0.49%	45
2025 Q1	$1.52M	Hold	22,773	–	–	0.58%	37
2024 Q4	$1.52M	Sell	22,773 -11,216	-33%	-$778K	0.58%	35
2024 Q3	$2.42M	Hold	33,989	–	–	0.94%	19
2024 Q2	$2.21M	Hold	33,989	–	–	1.03%	18
2024 Q1	$2.19M	Hold	33,989	–	–	1.05%	18
2023 Q4	$2.4M	Hold	33,989	–	–	1.27%	14
2023 Q3	$2.16M	Buy	+33,989	New	+$2.3M	1.4%	16

Other funds holding ELS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Hoxton Planning & Management's ELS Position: Q3 2026 in Review

Hoxton Planning & Management held its Equity Lifestyle Properties (ELS) position steady in Q3 2026 at 11,466 shares worth $669K. The position accounts for 0.17% of the portfolio, ranked #97.

Hoxton Planning & Management first reported a position in ELS in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.42M in Q3 2024. 54 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

Hoxton Planning & Management held 11,466 shares of Equity Lifestyle Properties worth $669K as of Q3 2026.
Hoxton Planning & Management left its Equity Lifestyle Properties share count unchanged in Q3 2026.
Equity Lifestyle Properties made up 0.17% of Hoxton Planning & Management's portfolio in Q3 2026, its #97 holding.
Hoxton Planning & Management first reported a position in Equity Lifestyle Properties in Q3 2023 and has held it in 13 quarters since.
Hoxton Planning & Management's Equity Lifestyle Properties position peaked at $2.42M in Q3 2024.
54 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.