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MJT & Associates Financial Advisory’s Equity Lifestyle Properties ELS Stock Holding History

MJT & Associates Financial Advisory’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 		$2.74K Hold
47
– – ﹤0.01% 337
2026
Q2 		$3.03K Hold
47
– – ﹤0.01% 348
2026
Q1 		$2.93K Sell
47
-9
-16% -$583 ﹤0.01% 338
2025
Q4 		$3.4K Hold
56
– – ﹤0.01% 338
2025
Q3 		$3.4K Hold
56
– – ﹤0.01% 344
2025
Q2 		$3.45K Hold
56
– – ﹤0.01% 347
2025
Q1 		$3.74K Buy
+56
New +$3.74K ﹤0.01% 342

Other funds holding ELS

EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MJT & Associates Financial Advisory's ELS Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Equity Lifestyle Properties (ELS) position steady in Q3 2026 at 47 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

MJT & Associates Financial Advisory first reported a position in ELS in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.74K in Q1 2025. 14 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • MJT & Associates Financial Advisory held 47 shares of Equity Lifestyle Properties worth $2.74K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Equity Lifestyle Properties share count unchanged in Q3 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #337 holding.
  • MJT & Associates Financial Advisory first reported a position in Equity Lifestyle Properties in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Equity Lifestyle Properties position peaked at $3.74K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.