LI
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LRI Investments’s Equity Lifestyle Properties ELS Stock Holding History

LRI Investments’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 		$104K Buy
1,615
+140
+9% +$8.85K 0.01% 441
2026
Q1 		$92.1K Buy
1,475
+19
+1% +$1.23K 0.01% 419
2025
Q4 		$88.2K Buy
1,456
+447
+44% +$27.6K 0.01% 442
2025
Q3 		$61.2K Sell
1,009
-436
-30% -$26.5K 0.01% 511
2025
Q2 		$89.1K Buy
1,445
+132
+10% +$8.42K 0.01% 451
2025
Q1 		$87.5K Sell
1,313
-819
-38% -$54.7K 0.01% 443
2024
Q4 		$142K Hold
2,132
– – 0.01% 348
2024
Q3 		$153K Hold
2,132
– – 0.01% 329
2024
Q2 		$139K Buy
+2,132
New +$134K 0.02% 326

Other funds holding ELS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

LRI Investments's ELS Position: Q2 2026 in Review

LRI Investments increased its Equity Lifestyle Properties (ELS) stake by 9.5% in Q2 2026, buying an estimated $8.85K and bringing the position to 1,615 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #441.

LRI Investments first reported a position in ELS in Q2 2024 and has held it in 9 quarters since. The position peaked at $153K in Q3 2024. 42 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • LRI Investments held 1,615 shares of Equity Lifestyle Properties worth $104K as of Q2 2026.
  • LRI Investments bought 140 Equity Lifestyle Properties shares in Q2 2026, an estimated $8.85K.
  • Equity Lifestyle Properties made up 0.01% of LRI Investments's portfolio in Q2 2026, its #441 holding.
  • LRI Investments first reported a position in Equity Lifestyle Properties in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Equity Lifestyle Properties position peaked at $153K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.