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Rise Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Rise Advisors’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
-318
Closed -$19.3K – 514
2025
Q3 		$19.3K Sell
318
-6
-2% -$364 0.01% 598
2025
Q2 		$20K Buy
324
+11
+4% +$702 0.01% 537
2025
Q1 		$20.9K Sell
313
-119
-28% -$7.95K 0.01% 476
2024
Q4 		$28.8K Buy
432
+3
+0.7% +$208 0.01% 413
2024
Q3 		$30.6K Buy
429
+3
+0.7% +$210 0.01% 402
2024
Q2 		$27.8K Buy
426
+3
+0.7% +$188 0.01% 418
2024
Q1 		$27.2K Buy
+423
New +$28.4K 0.01% 434

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rise Advisors's ELS Position: Q4 2025 in Review

Rise Advisors sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 318 shares — an estimated $19.3K sold.

Rise Advisors first reported a position in ELS in Q1 2024 and held it in 7 quarters. The position peaked at $30.6K in Q3 2024. 501 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

  • Rise Advisors reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 318 Equity Lifestyle Properties shares in Q4 2025, an estimated $19.3K.
  • Rise Advisors first reported a position in Equity Lifestyle Properties in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Equity Lifestyle Properties position peaked at $30.6K in Q3 2024.
  • 501 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.