IAG Wealth Partners’s Equity Lifestyle Properties ELS Stock Holding History

IAG Wealth Partners’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	$967	Hold	15	–	–	﹤0.01%	485
2026 Q1	$936	Hold	15	–	–	﹤0.01%	487
2025 Q4	$909	Hold	15	–	–	﹤0.01%	468
2025 Q3	$911	Hold	15	–	–	﹤0.01%	486
2025 Q2	$925	Hold	15	–	–	﹤0.01%	462
2025 Q1	$1K	Hold	15	–	–	﹤0.01%	472
2024 Q4	$999	Hold	15	–	–	﹤0.01%	485
2024 Q3	$1.07K	Hold	15	–	–	﹤0.01%	467
2024 Q2	$977	Hold	15	–	–	﹤0.01%	469
2024 Q1	$966	Hold	15	–	–	﹤0.01%	422
2023 Q4	$1.06K	Hold	15	–	–	﹤0.01%	401
2023 Q3	$956	Hold	15	–	–	﹤0.01%	417
2023 Q2	$1K	Hold	15	–	–	﹤0.01%	420
2023 Q1	$1.01K	Hold	15	–	–	﹤0.01%	419
2022 Q4	$969	Hold	15	–	–	﹤0.01%	408
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	406
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	403
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	416
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	385
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	361
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	344
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	354
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	341
2020 Q3	$1K	Sell	15 -19	-56%	-$1.23K	﹤0.01%	337
2020 Q2	$3K	Hold	34	–	–	﹤0.01%	310
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	334
2019 Q4	$3K	Buy	+34	New	+$2.36K	﹤0.01%	342

Other funds holding ELS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAG Wealth Partners's ELS Position: Q2 2026 in Review

IAG Wealth Partners held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 15 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #485.

IAG Wealth Partners first reported a position in ELS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3K in Q2 2020. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

IAG Wealth Partners held 15 shares of Equity Lifestyle Properties worth $967 as of Q2 2026.
IAG Wealth Partners left its Equity Lifestyle Properties share count unchanged in Q2 2026.
Equity Lifestyle Properties made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #485 holding.
IAG Wealth Partners first reported a position in Equity Lifestyle Properties in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Equity Lifestyle Properties position peaked at $3K in Q2 2020.
477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.