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Retirement Wealth Solutions’s Equity Lifestyle Properties ELS Stock Holding History

Retirement Wealth Solutions’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 		$1.35K Sell
21
-19
-48% -$1.2K ﹤0.01% 588
2026
Q1 		$2.5K Buy
40
+23
+135% +$1.49K ﹤0.01% 458
2025
Q4 		$1.03K Buy
17
+10
+143% +$618 ﹤0.01% 578
2025
Q3 		$425 Buy
+7
New +$425 ﹤0.01% 708

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

Retirement Wealth Solutions's ELS Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Equity Lifestyle Properties (ELS) stake by 48% in Q2 2026, selling an estimated $1.2K and leaving 21 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Retirement Wealth Solutions first reported a position in ELS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.5K in Q1 2026. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Retirement Wealth Solutions held 21 shares of Equity Lifestyle Properties worth $1.35K as of Q2 2026.
  • Retirement Wealth Solutions sold 19 Equity Lifestyle Properties shares in Q2 2026, an estimated $1.2K.
  • Equity Lifestyle Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #588 holding.
  • Retirement Wealth Solutions first reported a position in Equity Lifestyle Properties in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Equity Lifestyle Properties position peaked at $2.5K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.