Root Financial Partners
ELS icon

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
Q3 		$175 Buy
+3
New +$191 ﹤0.01% 3539
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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Victory Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's ELS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Equity Lifestyle Properties (ELS) in Q3 2026: 3 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #3539 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ELS as recently as Q1 2026.

Root Financial Partners first reported a position in ELS in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.5K in Q1 2026. 266 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

  • Root Financial Partners held 3 shares of Equity Lifestyle Properties worth $175 as of Q3 2026.
  • Equity Lifestyle Properties was a new Root Financial Partners position in Q3 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3539 holding.
  • Root Financial Partners first reported a position in Equity Lifestyle Properties in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Equity Lifestyle Properties position peaked at $15.5K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.