PWPS
ELS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ELS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Equity Lifestyle Properties (ELS) stake by 24% in Q1 2026, buying an estimated $518 and bringing the position to 41 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Pinnacle Wealth Planning Services first reported a position in ELS in Q4 2020 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 41 shares of Equity Lifestyle Properties worth $2.56K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 8 Equity Lifestyle Properties shares in Q1 2026, an estimated $518.
  • Equity Lifestyle Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2405 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equity Lifestyle Properties in Q4 2020 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.