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Outlook Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Outlook Wealth 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
2026
Q2 		$288K Buy
4,466
+1
+0% +$63 0.06% 260
2026
Q1 		$279K Buy
4,465
+13
+0.3% +$842 0.07% 265
2025
Q4 		$270K Buy
4,452
+48
+1% +$2.97K 0.06% 260
2025
Q3 		$267K Buy
+4,404
New +$267K 0.07% 255
2024
Q4 		– Sell
-5,440
Closed -$388K – 257
2024
Q3 		$388K Buy
5,440
+301
+6% +$21.1K 0.11% 164
2024
Q2 		$335K Buy
+5,139
New +$322K 0.1% 195

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

Outlook Wealth Advisors's ELS Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Equity Lifestyle Properties (ELS) stake by 0.02% in Q2 2026, buying an estimated $63 and bringing the position to 4,466 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #260.

Outlook Wealth Advisors first reported a position in ELS in Q2 2024 and has held it in 6 quarters since. The position peaked at $388K in Q3 2024. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Outlook Wealth Advisors held 4,466 shares of Equity Lifestyle Properties worth $288K as of Q2 2026.
  • Outlook Wealth Advisors bought 1 Equity Lifestyle Properties share in Q2 2026, an estimated $63.
  • Equity Lifestyle Properties made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • Outlook Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2024 and has held it in 6 quarters since.
  • Outlook Wealth Advisors's Equity Lifestyle Properties position peaked at $388K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.