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Murray Stahl’s Equity Lifestyle Properties ELS Stock Holding History

Murray Stahl’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 		$764K Sell
11,850
-7,105
-37% -$449K 0.01% 184
2026
Q1 		$1.18M Sell
18,955
-6,015
-24% -$390K 0.01% 158
2025
Q4 		$1.51M Sell
24,970
-16,200
-39% -$1M 0.02% 133
2025
Q3 		$2.5M Sell
41,170
-55,958
-58% -$3.4M 0.03% 103
2025
Q2 		$5.99M Sell
97,128
-3,400
-3% -$217K 0.07% 65
2025
Q1 		$6.71M Sell
100,528
-4,407
-4% -$294K 0.08% 62
2024
Q4 		$6.99M Sell
104,935
-7,722
-7% -$535K 0.09% 63
2024
Q3 		$8.04M Sell
112,657
-4,724
-4% -$331K 0.12% 55
2024
Q2 		$7.65M Sell
117,381
-7,898
-6% -$495K 0.13% 54
2024
Q1 		$8.07M Sell
125,279
-13,410
-10% -$899K 0.15% 53
2023
Q4 		$9.78M Sell
138,689
-13,368
-9% -$910K 0.2% 47
2023
Q3 		$9.69M Sell
152,057
-12,199
-7% -$824K 0.19% 49
2023
Q2 		$11M Sell
164,256
-15,326
-9% -$1.02M 0.24% 51
2023
Q1 		$12.1M Sell
179,582
-7,773
-4% -$528K 0.23% 47
2022
Q4 		$12.1M Sell
187,355
-3,696
-2% -$234K 0.2% 50
2022
Q3 		$12M Sell
191,051
-3,376
-2% -$243K 0.24% 45
2022
Q2 		$13.7M Sell
194,427
-5,194
-3% -$388K 0.29% 42
2022
Q1 		$15.3M Sell
199,621
-7,750
-4% -$598K 0.31% 45
2021
Q4 		$18.2M Sell
207,371
-6,659
-3% -$560K 0.4% 44
2021
Q3 		$16.7M Sell
214,030
-2,959
-1% -$242K 0.39% 40
2021
Q2 		$16.1M Sell
216,989
-1,523
-0.7% -$108K 0.33% 42
2021
Q1 		$13.9M Sell
218,512
-12,644
-5% -$787K 0.32% 35
2020
Q4 		$14.6M Sell
231,156
-14,297
-6% -$882K 0.49% 34
2020
Q3 		$15M Sell
245,453
-12,433
-5% -$805K 0.6% 32
2020
Q2 		$16.1M Buy
257,886
+21,216
+9% +$1.3M 0.58% 28
2020
Q1 		$13.6M Sell
236,670
-13,641
-5% -$931K 0.6% 28
2019
Q4 		$17.6M Sell
250,311
-255,245
-50% -$17.7M 0.5% 24
2019
Q3 		$16.9M Buy
505,556
+251,100
+99% +$16.4M 0.51% 27
2019
Q2 		$15.4M Sell
254,456
-3,426
-1% -$203K 0.43% 30
2019
Q1 		$14.7M Buy
+257,882
New +$13.8M 0.41% 34

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

Murray Stahl's ELS Position: Q2 2026 in Review

Murray Stahl reduced its Equity Lifestyle Properties (ELS) stake by 37% in Q2 2026, selling an estimated $449K and leaving 11,850 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #184.

Murray Stahl first reported a position in ELS in Q1 2019 and has held it in 30 quarters since. The position peaked at $18.2M in Q4 2021. 472 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Murray Stahl held 11,850 shares of Equity Lifestyle Properties worth $764K as of Q2 2026.
  • Murray Stahl sold 7,105 Equity Lifestyle Properties shares in Q2 2026, an estimated $449K.
  • Equity Lifestyle Properties made up 0.01% of Murray Stahl's portfolio in Q2 2026, its #184 holding.
  • Murray Stahl first reported a position in Equity Lifestyle Properties in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's Equity Lifestyle Properties position peaked at $18.2M in Q4 2021.
  • 472 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.