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Legacy Wealth Asset Management’s Equity Lifestyle Properties ELS Stock Holding History

Legacy Wealth Asset Management’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
-3,504
Closed -$219K – 387
2026
Q1 		$219K Buy
3,504
+40
+1% +$2.59K 0.05% 351
2025
Q4 		$210K Sell
3,464
-552
-14% -$34.1K 0.05% 357
2025
Q3 		$244K Buy
4,016
+49
+1% +$2.98K 0.06% 333
2025
Q2 		$245K Buy
3,967
+33
+0.8% +$2.1K 0.06% 331
2025
Q1 		$262K Sell
3,934
-9
-0.2% -$601 0.07% 312
2024
Q4 		$263K Buy
3,943
+43
+1% +$2.98K 0.07% 322
2024
Q3 		$278K Buy
3,900
+91
+2% +$6.38K 0.07% 315
2024
Q2 		$248K Buy
3,809
+149
+4% +$9.35K 0.07% 314
2024
Q1 		$236K Buy
3,660
+129
+4% +$8.65K 0.07% 324
2023
Q4 		$249K Sell
3,531
-7
-0.2% -$476 0.08% 312
2023
Q3 		$225K Buy
3,538
+2
+0.1% +$135 0.08% 305
2023
Q2 		$237K Buy
3,536
+8
+0.2% +$533 0.08% 318
2023
Q1 		$237K Buy
3,528
+27
+0.8% +$1.83K 0.09% 310
2022
Q4 		$226K Buy
3,501
+107
+3% +$6.78K 0.09% 313
2022
Q3 		$213K Sell
3,394
-26
-0.8% -$1.87K 0.09% 300
2022
Q2 		$241K Buy
3,420
+96
+3% +$7.16K 0.1% 263
2022
Q1 		$254K Buy
3,324
+132
+4% +$10.2K 0.09% 267
2021
Q4 		$280K Buy
3,192
+146
+5% +$12.3K 0.09% 262
2021
Q3 		$238K Sell
3,046
-23
-0.7% -$1.89K 0.11% 268
2021
Q2 		$228K Buy
+3,069
New +$217K 0.1% 278

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Asset Management's ELS Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 3,504 shares — an estimated $219K sold.

Legacy Wealth Asset Management first reported a position in ELS in Q2 2021 and held it in 20 quarters. The position peaked at $280K in Q4 2021. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,504 Equity Lifestyle Properties shares in Q2 2026, an estimated $219K.
  • Legacy Wealth Asset Management first reported a position in Equity Lifestyle Properties in Q2 2021 and held it in 20 quarters.
  • Legacy Wealth Asset Management's Equity Lifestyle Properties position peaked at $280K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.