Kestra Advisory Services’s Equity Lifestyle Properties ELS Stock Holding History

Kestra Advisory Services’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	–	Sell	-890	Closed	-$54K	–	3472
2025 Q4	$54K	Buy	+890	New	+$55K	﹤0.01%	3890
2024 Q3	–	Sell	-6,408	Closed	-$420K	–	2605
2024 Q2	$420K	Buy	6,408 +238	+4%	+$14.9K	﹤0.01%	1893
2024 Q1	$400K	Buy	+6,170	New	+$414K	﹤0.01%	1807

Other funds holding ELS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's ELS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Equity Lifestyle Properties (ELS) in Q1 2026, closing a stake of 890 shares — an estimated $54K sold.

Kestra Advisory Services first reported a position in ELS in Q1 2024 and held it in 3 quarters. The position peaked at $420K in Q2 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Kestra Advisory Services reported no remaining Equity Lifestyle Properties position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 890 Equity Lifestyle Properties shares in Q1 2026, an estimated $54K.
Kestra Advisory Services first reported a position in Equity Lifestyle Properties in Q1 2024 and held it in 3 quarters.
Kestra Advisory Services's Equity Lifestyle Properties position peaked at $420K in Q2 2024.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.