Kovitz Investment Group Partners’s Equity Lifestyle Properties ELS Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-19,035	Closed	-$1.16M	–	697
2025 Q3	$1.16M	Sell	19,035 -33,023	-63%	-$2M	﹤0.01%	808
2025 Q2	$3.21M	Sell	52,058 -3,647	-7%	-$233K	0.01%	525
2025 Q1	$3.72M	Sell	55,705 -2,763	-5%	-$184K	0.02%	459
2024 Q4	$3.9M	Sell	58,468 -2,922	-5%	-$203K	0.02%	449
2024 Q3	$4.38M	Buy	61,390 +34,741	+130%	+$2.44M	0.03%	363
2024 Q2	$1.74M	Sell	26,649 -10,030	-27%	-$629K	0.01%	449
2024 Q1	$2.36M	Buy	36,679 +11,815	+48%	+$792K	0.03%	284
2023 Q4	$1.75M	Sell	24,864 -500	-2%	-$34K	0.03%	243
2023 Q3	$1.62M	Sell	25,364 -1,200	-5%	-$81K	0.03%	243
2023 Q2	$1.78M	Buy	+26,564	New	+$1.77M	0.03%	249

Other funds holding ELS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kovitz Investment Group Partners's ELS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 19,035 shares — an estimated $1.16M sold.

Kovitz Investment Group Partners first reported a position in ELS in Q2 2023 and held it in 10 quarters. The position peaked at $4.38M in Q3 2024. 501 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 19,035 Equity Lifestyle Properties shares in Q4 2025, an estimated $1.16M.
Kovitz Investment Group Partners first reported a position in Equity Lifestyle Properties in Q2 2023 and held it in 10 quarters.
Kovitz Investment Group Partners's Equity Lifestyle Properties position peaked at $4.38M in Q3 2024.
501 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.