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Naviter Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Naviter Wealth’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 		$676K Buy
10,735
+2,322
+28% +$150K 0.08% 184
2025
Q4 		$514K Sell
8,413
-1,463
-15% -$90.4K 0.07% 197
2025
Q3 		$605K Sell
9,876
-713
-7% -$43.3K 0.07% 182
2025
Q2 		$658K Sell
10,589
-609
-5% -$38.8K 0.08% 182
2025
Q1 		$750K Buy
11,198
+96
+0.9% +$6.41K 0.09% 187
2024
Q4 		$745K Sell
11,102
-2,046
-16% -$142K 0.09% 187
2024
Q3 		$944K Sell
13,148
-41
-0.3% -$2.88K 0.13% 161
2024
Q2 		$865K Buy
13,189
+785
+6% +$49.2K 0.13% 166
2024
Q1 		$805K Buy
12,404
+192
+2% +$12.9K 0.13% 171
2023
Q4 		$867K Buy
12,212
+2,150
+21% +$146K 0.17% 148
2023
Q3 		$646K Buy
10,062
+1,091
+12% +$73.7K 0.16% 155
2023
Q2 		$604K Buy
8,971
+1,193
+15% +$79.5K 0.15% 164
2023
Q1 		$526K Buy
7,778
+912
+13% +$61.9K 0.18% 147
2022
Q4 		$469K Sell
6,866
-462
-6% -$29.3K 0.13% 155
2022
Q3 		$464K Sell
7,328
-1,920
-21% -$138K 0.19% 130
2022
Q2 		$655K Sell
9,248
-209
-2% -$15.6K 0.27% 91
2022
Q1 		$727K Sell
9,457
-155
-2% -$12K 0.24% 61
2021
Q4 		$846K Buy
+9,612
New +$809K 0.25% 59

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naviter Wealth's ELS Position: Q1 2026 in Review

Naviter Wealth increased its Equity Lifestyle Properties (ELS) stake by 28% in Q1 2026, buying an estimated $150K and bringing the position to 10,735 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #184.

Naviter Wealth first reported a position in ELS in Q4 2021 and has held it in 18 quarters since. The position peaked at $944K in Q3 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Naviter Wealth held 10,735 shares of Equity Lifestyle Properties worth $676K as of Q1 2026.
  • Naviter Wealth bought 2,322 Equity Lifestyle Properties shares in Q1 2026, an estimated $150K.
  • Equity Lifestyle Properties made up 0.08% of Naviter Wealth's portfolio in Q1 2026, its #184 holding.
  • Naviter Wealth first reported a position in Equity Lifestyle Properties in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Equity Lifestyle Properties position peaked at $944K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.