Ritholtz Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Ritholtz Wealth Management’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 Q3	–	Sell	-7,710	Closed	-$475K	–	1064
2025 Q2	$475K	Sell	7,710 -1,279	-14%	-$81.6K	0.01%	659
2025 Q1	$600K	Buy	8,989 +1,716	+24%	+$115K	0.02%	541
2024 Q4	$484K	Buy	+7,273	New	+$504K	0.01%	575
2023 Q2	–	Sell	-4,065	Closed	-$273K	–	685
2023 Q1	$273K	Sell	4,065 -8	-0.2%	-$543	0.01%	539
2022 Q4	$263K	Buy	+4,073	New	+$258K	0.01%	480

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ritholtz Wealth Management's ELS Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 7,710 shares — an estimated $475K sold.

Ritholtz Wealth Management first reported a position in ELS in Q4 2022 and held it in 5 quarters. The position peaked at $600K in Q1 2025. 495 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

Ritholtz Wealth Management reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 7,710 Equity Lifestyle Properties shares in Q3 2025, an estimated $475K.
Ritholtz Wealth Management first reported a position in Equity Lifestyle Properties in Q4 2022 and held it in 5 quarters.
Ritholtz Wealth Management's Equity Lifestyle Properties position peaked at $600K in Q1 2025.
495 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.