SAI
ELS icon

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
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 $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

Savvy Advisors Inc's ELS Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Equity Lifestyle Properties (ELS) stake by 3.2% in Q1 2026, selling an estimated $33.8K and leaving 16,013 shares worth $1,000K. The position accounts for 0.03% of the portfolio, ranked #431.

Savvy Advisors Inc first reported a position in ELS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Savvy Advisors Inc held 16,013 shares of Equity Lifestyle Properties worth $1,000K as of Q1 2026.
  • Savvy Advisors Inc sold 522 Equity Lifestyle Properties shares in Q1 2026, an estimated $33.8K.
  • Equity Lifestyle Properties made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #431 holding.
  • Savvy Advisors Inc first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Equity Lifestyle Properties position peaked at $1.3M in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.