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Steward Partners Investment Advisory’s Equity Lifestyle Properties ELS Stock Holding History

Steward Partners Investment Advisory’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 		$51.1K Buy
819
+275
+51% +$17.8K ﹤0.01% 2763
2025
Q4 		$33K Sell
544
-22
-4% -$1.36K ﹤0.01% 2897
2025
Q3 		$34.4K Buy
+566
New +$34.4K ﹤0.01% 2799
2023
Q1 		– Sell
-30
Closed -$1.94K – 3339
2022
Q4 		$1.94K Sell
30
-59
-66% -$3.74K ﹤0.01% 3021
2022
Q3 		$6K Sell
89
-17
-16% -$1.22K ﹤0.01% 2693
2022
Q2 		$7K Sell
106
-199
-65% -$14.8K ﹤0.01% 2630
2022
Q1 		$23K Buy
305
+254
+498% +$19.6K ﹤0.01% 2293
2021
Q4 		$5K Hold
51
– – ﹤0.01% 2811
2021
Q3 		$4K Hold
51
– – ﹤0.01% 2854
2021
Q2 		$4K Buy
+51
New +$3.61K ﹤0.01% 6679
2020
Q4 		– Sell
-55
Closed -$3K – 2912
2020
Q3 		$3K Buy
+55
New +$3.56K ﹤0.01% 2485
2019
Q4 		– Sell
-18
Closed -$1K – 2621
2019
Q3 		$1K Hold
18
– – ﹤0.01% 2515
2019
Q2 		$1K Buy
+18
New +$1.07K ﹤0.01% 2520
2018
Q4 		– Sell
-18
Closed -$1K – 1140
2018
Q3 		$1K Hold
18
– – ﹤0.01% 2485
2018
Q2 		$1K Sell
18
-14
-44% -$625 ﹤0.01% 2337
2018
Q1 		$1K Buy
+32
New +$1.36K ﹤0.01% 2126

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 $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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

Steward Partners Investment Advisory's ELS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Equity Lifestyle Properties (ELS) stake by 51% in Q1 2026, buying an estimated $17.8K and bringing the position to 819 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Steward Partners Investment Advisory first reported a position in ELS in Q1 2018 and has held it in 16 quarters since. 494 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Steward Partners Investment Advisory held 819 shares of Equity Lifestyle Properties worth $51.1K as of Q1 2026.
  • Steward Partners Investment Advisory bought 275 Equity Lifestyle Properties shares in Q1 2026, an estimated $17.8K.
  • Equity Lifestyle Properties made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2763 holding.
  • Steward Partners Investment Advisory first reported a position in Equity Lifestyle Properties in Q1 2018 and has held it in 16 quarters since.
  • 494 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.