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Principal Securities’s Equity Lifestyle Properties ELS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,029
Closed -$123K – 1958
2025
Q3 		$123K Buy
2,029
+131
+7% +$7.95K ﹤0.01% 1496
2025
Q2 		$117K Sell
1,898
-101
-5% -$6.44K ﹤0.01% 1478
2025
Q1 		$133K Hold
1,999
– – ﹤0.01% 1302
2024
Q4 		$133K Buy
1,999
+1,175
+143% +$81.5K ﹤0.01% 1302
2024
Q3 		$58.8K Buy
824
+273
+50% +$19.1K ﹤0.01% 1615
2024
Q2 		$35.9K Buy
551
+18
+3% +$1.13K ﹤0.01% 1772
2024
Q1 		$34.3K Buy
533
+349
+190% +$23.4K ﹤0.01% 1731
2023
Q4 		$13K Buy
+184
New +$12.5K ﹤0.01% 2128

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Securities's ELS Position: Q4 2025 in Review

Principal Securities sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 2,029 shares — an estimated $123K sold.

Principal Securities first reported a position in ELS in Q4 2023 and held it in 8 quarters. The position peaked at $133K in Q1 2025. 500 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

  • Principal Securities reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,029 Equity Lifestyle Properties shares in Q4 2025, an estimated $123K.
  • Principal Securities first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Equity Lifestyle Properties position peaked at $133K in Q1 2025.
  • 500 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.