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Journey Strategic Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Journey Strategic Wealth’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 		$275K Buy
4,409
+759
+21% +$49.2K 0.01% 590
2025
Q4 		$221K Buy
+3,650
New +$226K 0.01% 670
2025
Q3 		– Sell
-4,766
Closed -$294K – 729
2025
Q2 		$294K Buy
+4,766
New +$304K 0.01% 446

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

Journey Strategic Wealth's ELS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Equity Lifestyle Properties (ELS) stake by 21% in Q1 2026, buying an estimated $49.2K and bringing the position to 4,409 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #590.

Journey Strategic Wealth first reported a position in ELS in Q2 2025 and has held it in 3 quarters since. The position peaked at $294K in Q2 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Journey Strategic Wealth held 4,409 shares of Equity Lifestyle Properties worth $275K as of Q1 2026.
  • Journey Strategic Wealth bought 759 Equity Lifestyle Properties shares in Q1 2026, an estimated $49.2K.
  • Equity Lifestyle Properties made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #590 holding.
  • Journey Strategic Wealth first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's Equity Lifestyle Properties position peaked at $294K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.