Principia Wealth Advisory’s Equity Lifestyle Properties ELS Stock Holding History

Principia Wealth Advisory’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	$387	Sell	6 -5	-45%	-$316	﹤0.01%	926
2026 Q1	$687	Sell	11 -13	-54%	-$842	﹤0.01%	788
2025 Q4	$1.46K	Buy	24 +1	+4%	+$62	﹤0.01%	558
2025 Q3	$1.4K	Buy	23 +16	+229%	+$971	﹤0.01%	527
2025 Q2	$432	Buy	7 +6	+600%	+$383	﹤0.01%	768
2025 Q1	$64	Sell	1 -3	-75%	-$200	﹤0.01%	835
2024 Q4	$266	Buy	+4	New	+$277	﹤0.01%	688

Other funds holding ELS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's ELS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Equity Lifestyle Properties (ELS) stake by 45% in Q2 2026, selling an estimated $316 and leaving 6 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Principia Wealth Advisory first reported a position in ELS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46K in Q4 2025. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

Principia Wealth Advisory held 6 shares of Equity Lifestyle Properties worth $387 as of Q2 2026.
Principia Wealth Advisory sold 5 Equity Lifestyle Properties shares in Q2 2026, an estimated $316.
Equity Lifestyle Properties made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #926 holding.
Principia Wealth Advisory first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Equity Lifestyle Properties position peaked at $1.46K in Q4 2025.
476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.