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Medallion Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Medallion Wealth Advisors’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 		$5.74K Hold
92
– – ﹤0.01% 847
2025
Q4 		$5.58K Hold
92
– – ﹤0.01% 839
2025
Q3 		$5.58K Hold
92
– – ﹤0.01% 842
2025
Q2 		$5.69K Hold
92
– – ﹤0.01% 815
2025
Q1 		$6.12K Buy
+92
New +$6.14K ﹤0.01% 755

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

Medallion Wealth Advisors's ELS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Equity Lifestyle Properties (ELS) position steady in Q1 2026 at 92 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Medallion Wealth Advisors first reported a position in ELS in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.12K in Q1 2025. 494 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Medallion Wealth Advisors held 92 shares of Equity Lifestyle Properties worth $5.74K as of Q1 2026.
  • Medallion Wealth Advisors left its Equity Lifestyle Properties share count unchanged in Q1 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #847 holding.
  • Medallion Wealth Advisors first reported a position in Equity Lifestyle Properties in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Equity Lifestyle Properties position peaked at $6.12K in Q1 2025.
  • 494 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.