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Midwest Trust’s Equity Lifestyle Properties ELS Stock Holding History

Midwest 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 		$5.94M Sell
92,198
-301
-0.3% -$19K 0.07% 200
2026
Q1 		$5.77M Buy
92,499
+31,016
+50% +$2.01M 0.07% 190
2025
Q4 		$3.73M Buy
61,483
+3,765
+7% +$233K 0.05% 230
2025
Q3 		$3.5M Buy
57,718
+1,547
+3% +$93.9K 0.05% 238
2025
Q2 		$3.46M Buy
+56,171
New +$3.58M 0.05% 232

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

Midwest Trust's ELS Position: Q2 2026 in Review

Midwest Trust reduced its Equity Lifestyle Properties (ELS) stake by 0.33% in Q2 2026, selling an estimated $19K and leaving 92,198 shares worth $5.94M. The position accounts for 0.07% of the portfolio, ranked #200.

Midwest Trust first reported a position in ELS in Q2 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Midwest Trust held 92,198 shares of Equity Lifestyle Properties worth $5.94M as of Q2 2026.
  • Midwest Trust sold 301 Equity Lifestyle Properties shares in Q2 2026, an estimated $19K.
  • Equity Lifestyle Properties made up 0.07% of Midwest Trust's portfolio in Q2 2026, its #200 holding.
  • Midwest Trust first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.