HPM
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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
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 		$2.17M Buy
+33,989
New +$2.3M 1.4% 16

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Hoxton Planning & Management's ELS Position: Q2 2026 in Review

Hoxton Planning & Management held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 11,466 shares worth $739K. The position accounts for 0.19% of the portfolio, ranked #87.

Hoxton Planning & Management first reported a position in ELS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.42M in Q3 2024. 47 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Hoxton Planning & Management held 11,466 shares of Equity Lifestyle Properties worth $739K as of Q2 2026.
  • Hoxton Planning & Management left its Equity Lifestyle Properties share count unchanged in Q2 2026.
  • Equity Lifestyle Properties made up 0.19% of Hoxton Planning & Management's portfolio in Q2 2026, its #87 holding.
  • Hoxton Planning & Management first reported a position in Equity Lifestyle Properties in Q3 2023 and has held it in 12 quarters since.
  • Hoxton Planning & Management's Equity Lifestyle Properties position peaked at $2.42M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.