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Sequoia Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Sequoia Financial Advisors’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 		$368K Sell
5,705
-672
-11% -$42.5K ﹤0.01% 1534
2026
Q1 		$398K Buy
+6,377
New +$413K ﹤0.01% 1405

Other funds holding ELS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Sequoia Financial Advisors's ELS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Equity Lifestyle Properties (ELS) stake by 11% in Q2 2026, selling an estimated $42.5K and leaving 5,705 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Sequoia Financial Advisors first reported a position in ELS in Q1 2026 and has held it in 2 quarters since. The position peaked at $398K in Q1 2026. 46 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Sequoia Financial Advisors held 5,705 shares of Equity Lifestyle Properties worth $368K as of Q2 2026.
  • Sequoia Financial Advisors sold 672 Equity Lifestyle Properties shares in Q2 2026, an estimated $42.5K.
  • Equity Lifestyle Properties made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1534 holding.
  • Sequoia Financial Advisors first reported a position in Equity Lifestyle Properties in Q1 2026 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Equity Lifestyle Properties position peaked at $398K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.