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Pinnacle Wealth Planning Services’s Equity Lifestyle Properties ELS Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.13K Sell
33
-8
-20% -$506 ﹤0.01% 2462
2026
Q1 		$2.56K Buy
41
+8
+24% +$518 ﹤0.01% 2405
2025
Q4 		$2K Buy
+33
New +$2.04K ﹤0.01% 2483
2021
Q1 		– Sell
-26
Closed -$2K – 827
2020
Q4 		$2K Buy
+26
New +$1.6K ﹤0.01% 1921

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

Pinnacle Wealth Planning Services's ELS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Equity Lifestyle Properties (ELS) stake by 20% in Q2 2026, selling an estimated $506 and leaving 33 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Pinnacle Wealth Planning Services first reported a position in ELS in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.56K in Q1 2026. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 33 shares of Equity Lifestyle Properties worth $2.13K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 8 Equity Lifestyle Properties shares in Q2 2026, an estimated $506.
  • Equity Lifestyle Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2462 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equity Lifestyle Properties in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Equity Lifestyle Properties position peaked at $2.56K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.