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Mount Yale Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-90
Closed -$5.55K – 931
2025
Q2 		$5.55K Buy
+90
New +$5.74K ﹤0.01% 1224

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's ELS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 90 shares — an estimated $5.55K sold.

Mount Yale Investment Advisors first reported a position in ELS in Q2 2025 and held it in 1 quarter. The position peaked at $5.55K in Q2 2025. 495 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 90 Equity Lifestyle Properties shares in Q3 2025, an estimated $5.55K.
  • Mount Yale Investment Advisors first reported a position in Equity Lifestyle Properties in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Equity Lifestyle Properties position peaked at $5.55K in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.