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 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%	-$9.65K	﹤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 $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 Private Wealth Services's ELS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Equity Lifestyle Properties (ELS) stake by 103% in Q1 2026, buying an estimated $567K and bringing the position to 17,265 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #803.

Kestra Private Wealth Services first reported a position in ELS in Q4 2023 and has held it in 8 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Kestra Private Wealth Services held 17,265 shares of Equity Lifestyle Properties worth $1.08M as of Q1 2026.
Kestra Private Wealth Services bought 8,746 Equity Lifestyle Properties shares in Q1 2026, an estimated $567K.
Equity Lifestyle Properties made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #803 holding.
Kestra Private Wealth Services first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 8 quarters since.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.