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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's ELS Position: Q1 2026 in Review

Moran Wealth Management reduced its Equity Lifestyle Properties (ELS) stake by 21% in Q1 2026, selling an estimated $270K and leaving 15,918 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #370.

Moran Wealth Management first reported a position in ELS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2023. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Moran Wealth Management held 15,918 shares of Equity Lifestyle Properties worth $994K as of Q1 2026.
Moran Wealth Management sold 4,163 Equity Lifestyle Properties shares in Q1 2026, an estimated $270K.
Equity Lifestyle Properties made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #370 holding.
Moran Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2023 and has held it in 11 quarters since.
Moran Wealth Management's Equity Lifestyle Properties position peaked at $1.27M in Q4 2023.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.