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SageView Advisory Group’s Equity Lifestyle Properties ELS Stock Holding History

SageView Advisory Group’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 		– Sell
-1,738
Closed -$105K – 1125
2025
Q4 		$105K Buy
+1,738
New +$107K ﹤0.01% 816

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

SageView Advisory Group's ELS Position: Q1 2026 in Review

SageView Advisory Group sold out of Equity Lifestyle Properties (ELS) in Q1 2026, closing a stake of 1,738 shares — an estimated $105K sold.

SageView Advisory Group first reported a position in ELS in Q4 2025 and held it in 1 quarter. The position peaked at $105K in Q4 2025. 496 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • SageView Advisory Group reported no remaining Equity Lifestyle Properties position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,738 Equity Lifestyle Properties shares in Q1 2026, an estimated $105K.
  • SageView Advisory Group first reported a position in Equity Lifestyle Properties in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Equity Lifestyle Properties position peaked at $105K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.