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Root Financial Partners’s Equity Lifestyle Properties ELS Stock Holding History

Root Financial Partners’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 		– Sell
-248
Closed -$15.5K – 1227
2026
Q1 		$15.5K Buy
248
+235
+1,808% +$15.2K ﹤0.01% 1466
2025
Q4 		$788 Buy
13
+3
+30% +$185 ﹤0.01% 2145
2025
Q3 		$607 Buy
+10
New +$607 ﹤0.01% 2131

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Cohen & Steers
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State Street
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Vanguard Capital Management
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Aristotle Capital Management
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Principal Financial Group
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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

Root Financial Partners's ELS Position: Q2 2026 in Review

Root Financial Partners sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 248 shares — an estimated $15.5K sold.

Root Financial Partners first reported a position in ELS in Q3 2025 and held it in 3 quarters. The position peaked at $15.5K in Q1 2026. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Root Financial Partners reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 248 Equity Lifestyle Properties shares in Q2 2026, an estimated $15.5K.
  • Root Financial Partners first reported a position in Equity Lifestyle Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Equity Lifestyle Properties position peaked at $15.5K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.