Kestra Private Wealth Services’s Equity Lifestyle Properties ELS Stock Holding History

Kestra Private Wealth 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 Q2	–	Sell	-17,265	Closed	-$1.08M	–	1838
2026 Q1	$1.08M	Buy	17,265 +8,746	+103%	+$567K	0.01%	803
2025 Q4	$516K	Buy	8,519 +2,709	+47%	+$167K	0.01%	1147
2025 Q3	$353K	Sell	5,810 -159	-3%	-$9.7K	﹤0.01%	1276
2025 Q2	$368K	Buy	+5,969	New	+$381K	0.01%	1173
2024 Q4	–	Sell	-2,995	Closed	-$215K	–	1439
2024 Q3	$215K	Sell	2,995 -5,481	-65%	-$384K	﹤0.01%	1238
2024 Q2	$556K	Buy	8,476 +1,460	+21%	+$91.6K	0.01%	786
2024 Q1	$455K	Buy	7,016 +2,653	+61%	+$178K	0.01%	840
2023 Q4	$310K	Buy	+4,363	New	+$297K	0.01%	929

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 $3.38T AUM 44.17% 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 $195B AUM 21.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Kestra Private Wealth Services's ELS Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 17,265 shares — an estimated $1.08M sold.

Kestra Private Wealth Services first reported a position in ELS in Q4 2023 and held it in 8 quarters. The position peaked at $1.08M in Q1 2026. 479 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

Kestra Private Wealth Services reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 17,265 Equity Lifestyle Properties shares in Q2 2026, an estimated $1.08M.
Kestra Private Wealth Services first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 8 quarters.
Kestra Private Wealth Services's Equity Lifestyle Properties position peaked at $1.08M in Q1 2026.
479 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.