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Twin Peaks Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-123
Closed -$7.68K – 806
2026
Q1 		$7.68K Buy
+123
New +$7.97K ﹤0.01% 1195
2025
Q3 		– Sell
-52
Closed -$3.13K – 729
2025
Q2 		$3.13K Buy
+52
New +$3.32K ﹤0.01% 1493

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

Twin Peaks Wealth Advisors's ELS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q2 2026, closing a stake of 123 shares — an estimated $7.68K sold.

Twin Peaks Wealth Advisors first reported a position in ELS in Q2 2025 and held it in 2 quarters. The position peaked at $7.68K in Q1 2026. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 123 Equity Lifestyle Properties shares in Q2 2026, an estimated $7.68K.
  • Twin Peaks Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Equity Lifestyle Properties position peaked at $7.68K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.