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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
Q3 		$234 Sell
4
-17
-81% -$1.08K ﹤0.01% 871
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

FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Retirement Wealth Solutions's ELS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Equity Lifestyle Properties (ELS) stake by 81% in Q3 2026, selling an estimated $1.08K and leaving 4 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Retirement Wealth Solutions first reported a position in ELS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.5K in Q1 2026. 20 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Retirement Wealth Solutions held 4 shares of Equity Lifestyle Properties worth $234 as of Q3 2026.
  • Retirement Wealth Solutions sold 17 Equity Lifestyle Properties shares in Q3 2026, an estimated $1.08K.
  • Equity Lifestyle Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #871 holding.
  • Retirement Wealth Solutions first reported a position in Equity Lifestyle Properties in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Equity Lifestyle Properties position peaked at $2.5K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.