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MassMutual Private Wealth & Trust’s Equity Lifestyle Properties ELS Stock Holding History

MassMutual Private Wealth & Trust’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 		$30.7K Sell
477
-171
-26% -$10.8K ﹤0.01% 957
2026
Q1 		$40.4K Buy
648
+37
+6% +$2.4K ﹤0.01% 833
2025
Q4 		$37K Buy
611
+6
+1% +$371 ﹤0.01% 893
2025
Q3 		$36.7K Sell
605
-24
-4% -$1.46K ﹤0.01% 897
2025
Q2 		$38.8K Buy
629
+10
+2% +$638 ﹤0.01% 864
2025
Q1 		$41.3K Buy
619
+55
+10% +$3.67K ﹤0.01% 786
2024
Q4 		$37.6K Buy
564
+171
+44% +$11.9K ﹤0.01% 820
2024
Q3 		$28K Buy
393
+43
+12% +$3.02K ﹤0.01% 823
2024
Q2 		$22.8K Buy
350
+103
+42% +$6.46K ﹤0.01% 830
2024
Q1 		$15.9K Buy
247
+6
+2% +$402 ﹤0.01% 897
2023
Q4 		$17K Buy
241
+112
+87% +$7.62K ﹤0.01% 862
2023
Q3 		$8.22K Buy
129
+39
+43% +$2.63K ﹤0.01% 1083
2023
Q2 		$6.02K Hold
90
– – ﹤0.01% 1151
2023
Q1 		$6.04K Hold
90
– – ﹤0.01% 1098
2022
Q4 		$6K Buy
90
+68
+309% +$4.31K ﹤0.01% 927
2022
Q3 		$1K Buy
+22
New +$1.58K ﹤0.01% 1403
2021
Q3 		– Sell
-16
Closed -$1K – 1282
2021
Q2 		$1K Buy
+16
New +$1.13K ﹤0.01% 1125
2018
Q3 		– Sell
-28
Closed -$1.29K – 1006
2018
Q2 		$1.29K Buy
+28
New +$1.25K ﹤0.01% 960

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

MassMutual Private Wealth & Trust's ELS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Equity Lifestyle Properties (ELS) stake by 26% in Q2 2026, selling an estimated $10.8K and leaving 477 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

MassMutual Private Wealth & Trust first reported a position in ELS in Q2 2018 and has held it in 18 quarters since. The position peaked at $41.3K in Q1 2025. 43 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 477 shares of Equity Lifestyle Properties worth $30.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 171 Equity Lifestyle Properties shares in Q2 2026, an estimated $10.8K.
  • Equity Lifestyle Properties made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #957 holding.
  • MassMutual Private Wealth & Trust first reported a position in Equity Lifestyle Properties in Q2 2018 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's Equity Lifestyle Properties position peaked at $41.3K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.