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Savvy Advisors Inc’s Equity Lifestyle Properties ELS Stock Holding History

Savvy Advisors Inc’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 		$1.02M Sell
15,782
-231
-1% -$14.6K 0.02% 528
2026
Q1 		$1,000K Sell
16,013
-522
-3% -$33.8K 0.03% 431
2025
Q4 		$1M Sell
16,535
-1,555
-9% -$96.1K 0.03% 361
2025
Q3 		$1.1M Sell
18,090
-104
-0.6% -$6.31K 0.05% 253
2025
Q2 		$1.12M Sell
18,194
-71
-0.4% -$4.53K 0.07% 199
2025
Q1 		$1.22M Sell
18,265
-1,250
-6% -$83.5K 0.12% 140
2024
Q4 		$1.3M Buy
+19,515
New +$1.35M 0.16% 110

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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

Savvy Advisors Inc's ELS Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Equity Lifestyle Properties (ELS) stake by 1.4% in Q2 2026, selling an estimated $14.6K and leaving 15,782 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #528.

Savvy Advisors Inc first reported a position in ELS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2024. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Savvy Advisors Inc held 15,782 shares of Equity Lifestyle Properties worth $1.02M as of Q2 2026.
  • Savvy Advisors Inc sold 231 Equity Lifestyle Properties shares in Q2 2026, an estimated $14.6K.
  • Equity Lifestyle Properties made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #528 holding.
  • Savvy Advisors Inc first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Equity Lifestyle Properties position peaked at $1.3M in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.