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

Tortoise 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 Q4	–	Sell	-12	Closed	-$728	–	601
2025 Q3	$728	Buy	12 +2	+20%	+$121	﹤0.01%	1117
2025 Q2	$617	Buy	+10	New	+$638	﹤0.01%	1055
2024 Q3	–	Sell	-35	Closed	-$2.28K	–	897
2024 Q2	$2.28K	Hold	35	–	–	﹤0.01%	772
2024 Q1	$2.25K	Buy	35 +6	+21%	+$402	﹤0.01%	764
2023 Q4	$2.05K	Hold	29	–	–	﹤0.01%	706
2023 Q3	$1.85K	Buy	29 +5	+21%	+$338	﹤0.01%	707
2023 Q2	$1.6K	Hold	24	–	–	﹤0.01%	715
2023 Q1	$1.61K	Hold	24	–	–	﹤0.01%	708
2022 Q4	$1.55K	Buy	24 +9	+60%	+$570	﹤0.01%	707
2022 Q3	$1K	Sell	15 -21	-58%	-$1.51K	﹤0.01%	725
2022 Q2	$3K	Buy	+36	New	+$2.69K	﹤0.01%	643

Other funds holding ELS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tortoise Investment Management's ELS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 12 shares — an estimated $728 sold.

Tortoise Investment Management first reported a position in ELS in Q2 2022 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 501 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

Tortoise Investment Management reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 12 Equity Lifestyle Properties shares in Q4 2025, an estimated $728.
Tortoise Investment Management first reported a position in Equity Lifestyle Properties in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's Equity Lifestyle Properties position peaked at $3K in Q2 2022.
501 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.