LPL Financial
ELS icon

LPL Financial’s Equity Lifestyle Properties ELS Stock Holding History

LPL Financial’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 		$5.98M Buy
95,788
+56,598
+144% +$3.67M ﹤0.01% 2465
2025
Q4 		$2.38M Sell
39,190
-15,133
-28% -$935K ﹤0.01% 3229
2025
Q3 		$3.3M Buy
54,323
+152
+0.3% +$9.23K ﹤0.01% 2849
2025
Q2 		$3.34M Buy
54,171
+4,989
+10% +$318K ﹤0.01% 2643
2025
Q1 		$3.28M Sell
49,182
-3,365
-6% -$225K ﹤0.01% 2491
2024
Q4 		$3.5M Buy
52,547
+34,993
+199% +$2.43M ﹤0.01% 2373
2024
Q3 		$1.25M Buy
17,554
+510
+3% +$35.8K ﹤0.01% 3177
2024
Q2 		$1.11M Sell
17,044
-4,310
-20% -$270K ﹤0.01% 3156
2024
Q1 		$1.38M Buy
21,354
+666
+3% +$44.7K ﹤0.01% 2905
2023
Q4 		$1.46M Sell
20,688
-13,930
-40% -$948K ﹤0.01% 2699
2023
Q3 		$2.21M Buy
34,618
+1,881
+6% +$127K ﹤0.01% 2214
2023
Q2 		$2.19M Sell
32,737
-100
-0.3% -$6.66K ﹤0.01% 2163
2023
Q1 		$2.2M Buy
32,837
+5,422
+20% +$368K ﹤0.01% 2071
2022
Q4 		$1.77M Sell
27,415
-1,831
-6% -$116K ﹤0.01% 2156
2022
Q3 		$1.84M Buy
29,246
+1,338
+5% +$96.2K ﹤0.01% 2054
2022
Q2 		$1.97M Buy
27,908
+1,802
+7% +$134K ﹤0.01% 2046
2022
Q1 		$2M Buy
26,106
+655
+3% +$50.6K ﹤0.01% 2062
2021
Q4 		$2.23M Buy
25,451
+2,136
+9% +$180K ﹤0.01% 2006
2021
Q3 		$1.82M Buy
23,315
+2,635
+13% +$216K ﹤0.01% 2129
2021
Q2 		$1.54M Buy
20,680
+5,533
+37% +$391K ﹤0.01% 2193
2021
Q1 		$964K Buy
15,147
+2,257
+18% +$140K ﹤0.01% 2422
2020
Q4 		$817K Sell
12,890
-2,710
-17% -$167K ﹤0.01% 2346
2020
Q3 		$956K Sell
15,600
-3,148
-17% -$204K ﹤0.01% 1983
2020
Q2 		$1.17M Buy
18,748
+3,518
+23% +$216K ﹤0.01% 1711
2020
Q1 		$875K Buy
15,230
+6,588
+76% +$449K ﹤0.01% 1708
2019
Q4 		$608K Sell
8,642
-8,692
-50% -$604K ﹤0.01% 2206
2019
Q3 		$1.16M Sell
17,334
-312
-2% -$20.3K ﹤0.01% 1622
2019
Q2 		$1.07M Buy
17,646
+3,276
+23% +$194K ﹤0.01% 1675
2019
Q1 		$821K Buy
14,370
+1,166
+9% +$62.4K ﹤0.01% 1792
2018
Q4 		$641K Sell
13,204
-328
-2% -$15.9K ﹤0.01% 1853
2018
Q3 		$653K Buy
+13,532
New +$635K ﹤0.01% 2012
2018
Q1 		– Sell
-6,402
Closed -$285K – 3209
2017
Q4 		$285K Sell
6,402
-118
-2% -$5.25K ﹤0.01% 2539
2017
Q3 		$277K Buy
6,520
+826
+15% +$36K ﹤0.01% 2430
2017
Q2 		$246K Buy
5,694
+424
+8% +$17.6K ﹤0.01% 2435
2017
Q1 		$205K Buy
+5,270
New +$200K ﹤0.01% 2474
2016
Q4 		– Sell
-9,418
Closed -$350K – 2705
2016
Q3 		$350K Sell
9,418
-7,738
-45% -$307K ﹤0.01% 2005
2016
Q2 		$692K Sell
17,156
-19,948
-54% -$724K 0.01% 1424
2016
Q1 		$1.33M Buy
37,104
+5,590
+18% +$192K ﹤0.01% 1456
2015
Q4 		$1.05M Buy
+31,514
New +$975K ﹤0.01% 1646

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's ELS Position: Q1 2026 in Review

LPL Financial increased its Equity Lifestyle Properties (ELS) stake by 144% in Q1 2026, buying an estimated $3.67M and bringing the position to 95,788 shares worth $5.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

LPL Financial first reported a position in ELS in Q4 2015 and has held it in 39 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • LPL Financial held 95,788 shares of Equity Lifestyle Properties worth $5.98M as of Q1 2026.
  • LPL Financial bought 56,598 Equity Lifestyle Properties shares in Q1 2026, an estimated $3.67M.
  • Equity Lifestyle Properties made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2465 holding.
  • LPL Financial first reported a position in Equity Lifestyle Properties in Q4 2015 and has held it in 39 quarters since.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.