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Marshall Financial Group (Maryland)’s Equity Lifestyle Properties ELS Stock Holding History

Marshall Financial Group (Maryland)’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
-14,835
Closed -$926K – 322
2026
Q1 		$926K Buy
14,835
+222
+2% +$14.4K 0.15% 128
2025
Q4 		$886K Sell
14,613
-363
-2% -$22.4K 0.17% 131
2025
Q3 		$909K Buy
14,976
+1,068
+8% +$64.8K 0.18% 138
2025
Q2 		$863K Buy
+13,908
New +$887K 0.17% 145
2024
Q4 		– Sell
-15,550
Closed -$1.11M – 221
2024
Q3 		$1.11M Buy
15,550
+58
+0.4% +$4.07K 0.27% 100
2024
Q2 		$1.01M Buy
15,492
+1,189
+8% +$74.6K 0.28% 94
2024
Q1 		$921K Buy
14,303
+1,340
+10% +$89.9K 0.26% 104
2023
Q4 		$914K Buy
12,963
+756
+6% +$51.5K 0.29% 91
2023
Q3 		$778K Buy
12,207
+64
+0.5% +$4.32K 0.28% 92
2023
Q2 		$812K Buy
12,143
+453
+4% +$30.2K 0.28% 94
2023
Q1 		$785K Sell
11,690
-1,974
-14% -$134K 0.28% 94
2022
Q4 		$883K Buy
+13,664
New +$866K 0.34% 106

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 $3.38T AUM 44.17% 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

Marshall Financial Group (Maryland)'s ELS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 14,835 shares — an estimated $926K sold.

Marshall Financial Group (Maryland) first reported a position in ELS in Q4 2022 and held it in 12 quarters. The position peaked at $1.11M in Q3 2024. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 14,835 Equity Lifestyle Properties shares in Q2 2026, an estimated $926K.
  • Marshall Financial Group (Maryland) first reported a position in Equity Lifestyle Properties in Q4 2022 and held it in 12 quarters.
  • Marshall Financial Group (Maryland)'s Equity Lifestyle Properties position peaked at $1.11M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.