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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
Q2 		$6.06K Buy
94
+2
+2% +$126 ﹤0.01% 828
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 $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 $3.37T AUM 44.26% 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

Medallion Wealth Advisors's ELS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Equity Lifestyle Properties (ELS) stake by 2.2% in Q2 2026, buying an estimated $126 and bringing the position to 94 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Medallion Wealth Advisors first reported a position in ELS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.12K in Q1 2025. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Medallion Wealth Advisors held 94 shares of Equity Lifestyle Properties worth $6.06K as of Q2 2026.
  • Medallion Wealth Advisors bought 2 Equity Lifestyle Properties shares in Q2 2026, an estimated $126.
  • Equity Lifestyle Properties made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #828 holding.
  • Medallion Wealth Advisors first reported a position in Equity Lifestyle Properties in Q1 2025 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Equity Lifestyle Properties position peaked at $6.12K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.