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Synergy Investment Management’s Equity Lifestyle Properties ELS Stock Holding History

Synergy Investment 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
2026
Q2 		$1.61K Buy
+25
New +$1.58K ﹤0.01% 927
2025
Q2 		– Sell
-36
Closed -$2.4K – 218
2025
Q1 		$2.4K Hold
36
– – ﹤0.01% 527
2024
Q4 		$2.4K Buy
+36
New +$2.5K ﹤0.01% 556

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 $3.38T AUM 44.17% 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

Synergy Investment Management's ELS Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 25 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ELS as recently as Q1 2025.

Synergy Investment Management first reported a position in ELS in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.4K in Q1 2025. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Synergy Investment Management held 25 shares of Equity Lifestyle Properties worth $1.61K as of Q2 2026.
  • Equity Lifestyle Properties was a new Synergy Investment Management position in Q2 2026.
  • Equity Lifestyle Properties made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #927 holding.
  • Synergy Investment Management first reported a position in Equity Lifestyle Properties in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Equity Lifestyle Properties position peaked at $2.4K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.