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

Physician 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 		$2.06K Sell
32
-64
-67% -$4.04K ﹤0.01% 1491
2026
Q1 		$5.99K Sell
96
-8
-8% -$518 ﹤0.01% 949
2025
Q4 		$6.3K Buy
104
+79
+316% +$4.88K ﹤0.01% 900
2025
Q3 		$1.52K Buy
25
+15
+150% +$911 ﹤0.01% 1337
2025
Q2 		$617 Buy
+10
New +$638 ﹤0.01% 1654

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

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

Physician Wealth Advisors reduced its Equity Lifestyle Properties (ELS) stake by 67% in Q2 2026, selling an estimated $4.04K and leaving 32 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Physician Wealth Advisors first reported a position in ELS in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.3K in Q4 2025. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Physician Wealth Advisors held 32 shares of Equity Lifestyle Properties worth $2.06K as of Q2 2026.
  • Physician Wealth Advisors sold 64 Equity Lifestyle Properties shares in Q2 2026, an estimated $4.04K.
  • Equity Lifestyle Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1491 holding.
  • Physician Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Equity Lifestyle Properties position peaked at $6.3K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.