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Soltis Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Soltis Investment 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 		$1.31M Sell
20,257
-1,580
-7% -$99.9K 0.07% 207
2026
Q1 		$1.36M Buy
21,837
+16
+0.1% +$1.04K 0.09% 185
2025
Q4 		$1.32M Sell
21,821
-116
-0.5% -$7.17K 0.09% 184
2025
Q3 		$1.33M Sell
21,937
-9
-0% -$546 0.09% 178
2025
Q2 		$1.35M Sell
21,946
-974
-4% -$62.1K 0.11% 156
2025
Q1 		$1.53M Sell
22,920
-11,008
-32% -$735K 0.14% 147
2024
Q4 		$2.26M Sell
33,928
-19
-0.1% -$1.32K 0.21% 117
2024
Q3 		$2.42M Buy
33,947
+69
+0.2% +$4.84K 0.24% 109
2024
Q2 		$2.21M Sell
33,878
-54
-0.2% -$3.39K 0.23% 110
2024
Q1 		$2.19M Buy
33,932
+3,081
+10% +$207K 0.24% 112
2023
Q4 		$2.18M Buy
30,851
+120
+0.4% +$8.17K 0.25% 105
2023
Q3 		$1.96M Buy
30,731
+43
+0.1% +$2.9K 0.25% 104
2023
Q2 		$2.05M Buy
30,688
+11
+0% +$733 0.24% 104
2023
Q1 		$2.06M Buy
30,677
+3,093
+11% +$210K 0.26% 106
2022
Q4 		$1.78M Hold
27,584
– – 0.23% 107
2022
Q3 		$1.73M Hold
27,584
– – 0.26% 94
2022
Q2 		$1.94M Hold
27,584
– – 0.28% 89
2022
Q1 		$2.11M Buy
27,584
+3,175
+13% +$245K 0.29% 77
2021
Q4 		$2.14M Hold
24,409
– – 0.3% 75
2021
Q3 		$1.91M Hold
24,409
– – 0.3% 70
2021
Q2 		$1.81M Hold
24,409
– – 0.29% 74
2021
Q1 		$1.55M Buy
24,409
+4,017
+20% +$250K 0.28% 71
2020
Q4 		$1.29M Hold
20,392
– – 0.24% 76
2020
Q3 		$1.25M Buy
+20,392
New +$1.32M 0.29% 72

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

Soltis Investment Advisors's ELS Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Equity Lifestyle Properties (ELS) stake by 7.2% in Q2 2026, selling an estimated $99.9K and leaving 20,257 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #207.

Soltis Investment Advisors first reported a position in ELS in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.42M in Q3 2024. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Soltis Investment Advisors held 20,257 shares of Equity Lifestyle Properties worth $1.31M as of Q2 2026.
  • Soltis Investment Advisors sold 1,580 Equity Lifestyle Properties shares in Q2 2026, an estimated $99.9K.
  • Equity Lifestyle Properties made up 0.07% of Soltis Investment Advisors's portfolio in Q2 2026, its #207 holding.
  • Soltis Investment Advisors first reported a position in Equity Lifestyle Properties in Q3 2020 and has held it in 24 quarters since.
  • Soltis Investment Advisors's Equity Lifestyle Properties position peaked at $2.42M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.