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Sunrise Financial Services’s Equity Lifestyle Properties ELS Stock Holding History

Sunrise Financial Services’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 		$1.74K Hold
27
– – ﹤0.01% 424
2026
Q1 		$1.69K Hold
27
– – ﹤0.01% 428
2025
Q4 		$1.64K Buy
+27
New +$1.67K ﹤0.01% 398

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 $3.37T AUM 44.26% 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

Sunrise Financial Services's ELS Position: Q2 2026 in Review

Sunrise Financial Services held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 27 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Sunrise Financial Services first reported a position in ELS in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Sunrise Financial Services held 27 shares of Equity Lifestyle Properties worth $1.74K as of Q2 2026.
  • Sunrise Financial Services left its Equity Lifestyle Properties share count unchanged in Q2 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #424 holding.
  • Sunrise Financial Services first reported a position in Equity Lifestyle Properties in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.