SVB Wealth’s Equity Lifestyle Properties ELS Stock Holding History

SVB Wealth’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	-922	Closed	-$61.5K	–	846
2025 Q1	$61.5K	Buy	+922	New	+$61.6K	﹤0.01%	487

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SVB Wealth's ELS Position: Q2 2025 in Review

SVB Wealth sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 922 shares — an estimated $61.5K sold.

SVB Wealth first reported a position in ELS in Q1 2025 and held it in 1 quarter. The position peaked at $61.5K in Q1 2025. 517 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

SVB Wealth reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 922 Equity Lifestyle Properties shares in Q2 2025, an estimated $61.5K.
SVB Wealth first reported a position in Equity Lifestyle Properties in Q1 2025 and held it in 1 quarter.
SVB Wealth's Equity Lifestyle Properties position peaked at $61.5K in Q1 2025.
517 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.