Moran Wealth Management
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Moran Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Moran Wealth Management’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 		$1M Buy
17,159
+1,277
+8% +$81.2K 0.03% 382
2026
Q2 		$1.02M Sell
15,882
-36
-0.2% -$2.28K 0.03% 387
2026
Q1 		$994K Sell
15,918
-4,163
-21% -$270K 0.03% 370
2025
Q4 		$1.22M Buy
20,081
+2,189
+12% +$135K 0.04% 339
2025
Q3 		$1.09M Sell
17,892
-103
-0.6% -$6.25K 0.03% 341
2025
Q2 		$1.11M Buy
17,995
+220
+1% +$14K 0.03% 319
2025
Q1 		$1.19M Buy
17,775
+104
+0.6% +$6.94K 0.04% 298
2024
Q4 		$1.18M Sell
17,671
-50
-0.3% -$3.47K 0.04% 288
2024
Q3 		$1.26M Buy
17,721
+143
+0.8% +$10K 0.04% 290
2024
Q2 		$1.14M Sell
17,578
-653
-4% -$41K 0.04% 282
2024
Q1 		$1.17M Buy
18,231
+200
+1% +$13.4K 0.04% 283
2023
Q4 		$1.27M Sell
18,031
-367
-2% -$25K 0.05% 286
2023
Q3 		$1.17M Buy
+18,398
New +$1.24M 0.05% 249

Other funds holding ELS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Moran Wealth Management's ELS Position: Q3 2026 in Review

Moran Wealth Management increased its Equity Lifestyle Properties (ELS) stake by 8% in Q3 2026, buying an estimated $81.2K and bringing the position to 17,159 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #382.

Moran Wealth Management first reported a position in ELS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2023. 72 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Moran Wealth Management held 17,159 shares of Equity Lifestyle Properties worth $1M as of Q3 2026.
  • Moran Wealth Management bought 1,277 Equity Lifestyle Properties shares in Q3 2026, an estimated $81.2K.
  • Equity Lifestyle Properties made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #382 holding.
  • Moran Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Equity Lifestyle Properties position peaked at $1.27M in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.