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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
Q2 		$1.02M Sell
15,882
-36
-0.2% -$2.27K 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

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

Moran Wealth Management's ELS Position: Q2 2026 in Review

Moran Wealth Management reduced its Equity Lifestyle Properties (ELS) stake by 0.23% in Q2 2026, selling an estimated $2.27K and leaving 15,882 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #387.

Moran Wealth Management first reported a position in ELS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2023. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Moran Wealth Management held 15,882 shares of Equity Lifestyle Properties worth $1.02M as of Q2 2026.
  • Moran Wealth Management sold 36 Equity Lifestyle Properties shares in Q2 2026, an estimated $2.27K.
  • Equity Lifestyle Properties made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Moran Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's Equity Lifestyle Properties position peaked at $1.27M in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.