RFP
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
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

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's ELS Position: Q1 2026 in Review

Root Financial Partners increased its Equity Lifestyle Properties (ELS) stake by 1,808% in Q1 2026, buying an estimated $15.2K and bringing the position to 248 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Root Financial Partners first reported a position in ELS in Q3 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Root Financial Partners held 248 shares of Equity Lifestyle Properties worth $15.5K as of Q1 2026.
  • Root Financial Partners bought 235 Equity Lifestyle Properties shares in Q1 2026, an estimated $15.2K.
  • Equity Lifestyle Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1466 holding.
  • Root Financial Partners first reported a position in Equity Lifestyle Properties in Q3 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.