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Merit Financial Group’s Equity Lifestyle Properties ELS Stock Holding History

Merit Financial Group’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 		$362K Buy
+5,622
New +$355K ﹤0.01% 1703
2025
Q3 		– Sell
-4,095
Closed -$253K – 1820
2025
Q2 		$253K Buy
+4,095
New +$261K ﹤0.01% 1424

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

Merit Financial Group's ELS Position: Q2 2026 in Review

Merit Financial Group opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 5,622 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in ELS as recently as Q2 2025.

Merit Financial Group first reported a position in ELS in Q2 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Merit Financial Group held 5,622 shares of Equity Lifestyle Properties worth $362K as of Q2 2026.
  • Equity Lifestyle Properties was a new Merit Financial Group position in Q2 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1703 holding.
  • Merit Financial Group first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.