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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Synergy Investment Management's ELS Position: Q2 2025 in Review

Synergy Investment Management sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 36 shares — an estimated $2.4K sold.

Synergy Investment Management first reported a position in ELS in Q4 2024 and held it in 2 quarters. The position peaked at $2.4K in Q1 2025. 517 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Synergy Investment Management reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 36 Equity Lifestyle Properties shares in Q2 2025, an estimated $2.4K.
  • Synergy Investment Management first reported a position in Equity Lifestyle Properties in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Equity Lifestyle Properties position peaked at $2.4K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.