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Optimum Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Optimum 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 		$106K Hold
1,750
– – 0.04% 254
2025
Q2 		$108K Hold
1,750
– – 0.05% 240
2025
Q1 		$117K Sell
1,750
-300
-15% -$20K 0.06% 222
2024
Q4 		$137K Hold
2,050
– – 0.06% 218
2024
Q3 		$146K Hold
2,050
– – 0.06% 226
2024
Q2 		$134K Hold
2,050
– – 0.06% 225
2024
Q1 		$132K Hold
2,050
– – 0.06% 234
2023
Q4 		$145K Hold
2,050
– – 0.07% 211
2023
Q3 		$131K Hold
2,050
– – 0.07% 226
2023
Q2 		$137K Hold
2,050
– – 0.07% 232
2023
Q1 		$138K Hold
2,050
– – 0.07% 221
2022
Q4 		$132K Hold
2,050
– – 0.07% 229
2022
Q3 		$129K Hold
2,050
– – 0.07% 233
2022
Q2 		$144K Hold
2,050
– – 0.07% 231
2022
Q1 		$157K Hold
2,050
– – 0.07% 246
2021
Q4 		$180K Hold
2,050
– – 0.07% 247
2021
Q3 		$160K Hold
2,050
– – 0.07% 265
2021
Q2 		$152K Hold
2,050
– – 0.05% 313
2021
Q1 		$130K Hold
2,050
– – 0.04% 332
2020
Q4 		$130K Hold
2,050
– – 0.04% 313
2020
Q3 		$126K Sell
2,050
-100
-5% -$6.47K 0.04% 299
2020
Q2 		$134K Hold
2,150
– – 0.05% 284
2020
Q1 		$124K Sell
2,150
-1,600
-43% -$109K 0.05% 277
2019
Q4 		$264K Buy
3,750
+800
+27% +$55.6K 0.08% 235
2019
Q3 		$197K Hold
2,950
– – 0.06% 264
2019
Q2 		$179K Buy
2,950
+800
+37% +$47.4K 0.06% 284
2019
Q1 		$123K Buy
2,150
+1,400
+187% +$74.9K 0.04% 344
2018
Q4 		$36K Sell
750
-100
-12% -$4.84K 0.01% 523
2018
Q3 		$41K Hold
850
– – 0.01% 569
2018
Q2 		$39K Hold
850
– – 0.01% 576
2018
Q1 		$37K Buy
+850
New +$36.2K 0.01% 582

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

Optimum Investment Advisors's ELS Position: Q3 2025 in Review

Optimum Investment Advisors held its Equity Lifestyle Properties (ELS) position steady in Q3 2025 at 1,750 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #254.

Optimum Investment Advisors first reported a position in ELS in Q1 2018 and has held it in 31 quarters since. The position peaked at $264K in Q4 2019. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Optimum Investment Advisors held 1,750 shares of Equity Lifestyle Properties worth $106K as of Q3 2025.
  • Optimum Investment Advisors left its Equity Lifestyle Properties share count unchanged in Q3 2025.
  • Equity Lifestyle Properties made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #254 holding.
  • Optimum Investment Advisors first reported a position in Equity Lifestyle Properties in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Equity Lifestyle Properties position peaked at $264K in Q4 2019.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.