Jones Financial Companies
ELS icon

Jones Financial Companies’s Equity Lifestyle Properties ELS Stock Holding History

Jones Financial Companies’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
Q1 		$345K Buy
5,554
+5,278
+1,912% +$342K ﹤0.01% 2206
2025
Q4 		$16.7K Buy
276
+145
+111% +$8.96K ﹤0.01% 3014
2025
Q3 		$7.8K Buy
131
+59
+82% +$3.58K ﹤0.01% 3186
2025
Q2 		$4.42K Sell
72
-77
-52% -$4.91K ﹤0.01% 3176
2025
Q1 		$9.89K Buy
149
+99
+198% +$6.61K ﹤0.01% 2708
2024
Q4 		$3.33K Hold
50
– – ﹤0.01% 2877
2024
Q3 		$3.54K Buy
+50
New +$3.51K ﹤0.01% 2533
2013
Q4 		– Sell
-1,108
Closed -$19K – 325
2013
Q3 		$19K Hold
1,108
– – ﹤0.01% 421
2013
Q2 		$22K Buy
+1,108
New +$22.2K ﹤0.01% 450

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's ELS Position: Q1 2026 in Review

Jones Financial Companies increased its Equity Lifestyle Properties (ELS) stake by 1,912% in Q1 2026, buying an estimated $342K and bringing the position to 5,554 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Jones Financial Companies first reported a position in ELS in Q2 2013 and has held it in 9 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Jones Financial Companies held 5,554 shares of Equity Lifestyle Properties worth $345K as of Q1 2026.
  • Jones Financial Companies bought 5,278 Equity Lifestyle Properties shares in Q1 2026, an estimated $342K.
  • Equity Lifestyle Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2206 holding.
  • Jones Financial Companies first reported a position in Equity Lifestyle Properties in Q2 2013 and has held it in 9 quarters since.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.