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Intentional Wealth Strategies’s Equity Lifestyle Properties ELS Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-15
Closed -$936 – 321
2026
Q1 		$936 Buy
+15
New +$972 ﹤0.01% 768

Other funds holding ELS

BlackRock
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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 $3.37T AUM 44.26% 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

Intentional Wealth Strategies's ELS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 15 shares — an estimated $936 sold.

Intentional Wealth Strategies first reported a position in ELS in Q1 2026 and held it in 1 quarter. The position peaked at $936 in Q1 2026. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 15 Equity Lifestyle Properties shares in Q2 2026, an estimated $936.
  • Intentional Wealth Strategies first reported a position in Equity Lifestyle Properties in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Equity Lifestyle Properties position peaked at $936 in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.