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Stephens Consulting’s Equity Lifestyle Properties ELS Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-4
Closed -$247 – 629
2025
Q2 		$247 Buy
+4
New +$255 ﹤0.01% 1026

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Principal Financial Group
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Victory Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stephens Consulting's ELS Position: Q3 2025 in Review

Stephens Consulting sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 4 shares — an estimated $247 sold.

Stephens Consulting first reported a position in ELS in Q2 2025 and held it in 1 quarter. The position peaked at $247 in Q2 2025. 495 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Stephens Consulting reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 4 Equity Lifestyle Properties shares in Q3 2025, an estimated $247.
  • Stephens Consulting first reported a position in Equity Lifestyle Properties in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Equity Lifestyle Properties position peaked at $247 in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.