Merit Financial Group
ELS icon

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
Q3 		– Sell
-5,621
Closed -$362K – 2465
2026
Q2 		$362K Buy
+5,621
New +$355K ﹤0.01% 1703
2025
Q3 		– Sell
-4,095
Closed -$253K – 1820
2025
Q2 		$253K Buy
+4,095
New +$261K ﹤0.01% 1424

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Daiwa Securities Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Merit Financial Group's ELS Position: Q3 2026 in Review

Merit Financial Group sold out of Equity Lifestyle Properties (ELS) in Q3 2026, closing a stake of 5,621 shares — an estimated $362K sold.

Merit Financial Group first reported a position in ELS in Q2 2025 and held it in 2 quarters. The position peaked at $362K in Q2 2026. 229 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Merit Financial Group reported no remaining Equity Lifestyle Properties position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 5,621 Equity Lifestyle Properties shares in Q3 2026, an estimated $362K.
  • Merit Financial Group first reported a position in Equity Lifestyle Properties in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's Equity Lifestyle Properties position peaked at $362K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.