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Spire Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Spire Wealth Management’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
2025
Q2 		– Sell
-8
Closed -$534 – 2426
2025
Q1 		$534 Buy
+8
New +$534 ﹤0.01% 2457
2022
Q2 		– Sell
-59
Closed -$5K – 2696
2022
Q1 		$5K Sell
59
-54
-48% -$4.17K ﹤0.01% 2227
2021
Q4 		$10K Sell
113
-120
-52% -$10.1K ﹤0.01% 2371
2021
Q3 		$18K Hold
233
– – ﹤0.01% 1892
2021
Q2 		$17K Buy
233
+120
+106% +$8.49K ﹤0.01% 1938
2021
Q1 		$7K Buy
+113
New +$7.03K ﹤0.01% 2513

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Spire Wealth Management's ELS Position: Q2 2025 in Review

Spire Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 8 shares — an estimated $534 sold.

Spire Wealth Management first reported a position in ELS in Q1 2021 and held it in 6 quarters. The position peaked at $18K in Q3 2021. 518 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Spire Wealth Management reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 8 Equity Lifestyle Properties shares in Q2 2025, an estimated $534.
  • Spire Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Equity Lifestyle Properties position peaked at $18K in Q3 2021.
  • 518 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.