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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Outlook Wealth Advisors's ELS Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Equity Lifestyle Properties (ELS) stake by 0.29% in Q1 2026, buying an estimated $842 and bringing the position to 4,465 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #265.

Outlook Wealth Advisors first reported a position in ELS in Q2 2024 and has held it in 5 quarters since. The position peaked at $388K in Q3 2024. 494 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Outlook Wealth Advisors held 4,465 shares of Equity Lifestyle Properties worth $279K as of Q1 2026.
Outlook Wealth Advisors bought 13 Equity Lifestyle Properties shares in Q1 2026, an estimated $842.
Equity Lifestyle Properties made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #265 holding.
Outlook Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2024 and has held it in 5 quarters since.
Outlook Wealth Advisors's Equity Lifestyle Properties position peaked at $388K in Q3 2024.
494 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.