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United Capital Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

United Capital Financial 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 		$432K Sell
6,709
-3,040
-31% -$192K ﹤0.01% 1193
2026
Q1 		$609K Buy
9,749
+3,534
+57% +$229K ﹤0.01% 970
2025
Q4 		$377K Buy
6,215
+909
+17% +$56.2K ﹤0.01% 1085
2025
Q3 		$322K Buy
5,306
+342
+7% +$20.8K ﹤0.01% 1000
2025
Q2 		$306K Buy
4,964
+961
+24% +$61.3K ﹤0.01% 915
2025
Q1 		$267K Sell
4,003
-153
-4% -$10.2K ﹤0.01% 925
2024
Q4 		$277K Sell
4,156
-412
-9% -$28.6K ﹤0.01% 907
2024
Q3 		$326K Sell
4,568
-671
-13% -$47K ﹤0.01% 849
2024
Q2 		$341K Sell
5,239
-1,191
-19% -$74.7K ﹤0.01% 805
2024
Q1 		$414K Sell
6,430
-650
-9% -$43.6K ﹤0.01% 784
2023
Q4 		$499K Sell
7,080
-1,403
-17% -$95.5K ﹤0.01% 725
2023
Q3 		$540K Sell
8,483
-1,814
-18% -$123K ﹤0.01% 629
2023
Q2 		$689K Sell
10,297
-485
-4% -$32.3K ﹤0.01% 629
2023
Q1 		$724K Sell
10,782
-686
-6% -$46.6K ﹤0.01% 653
2022
Q4 		$741K Sell
11,468
-1,012
-8% -$64.1K ﹤0.01% 687
2022
Q3 		$784K Sell
12,480
-522
-4% -$37.5K ﹤0.01% 663
2022
Q2 		$916K Sell
13,002
-336
-3% -$25.1K 0.01% 648
2022
Q1 		$1.02M Sell
13,338
-1,874
-12% -$145K 0.01% 666
2021
Q4 		$1.33M Sell
15,212
-1,145
-7% -$96.4K 0.01% 622
2021
Q3 		$1.28M Sell
16,357
-966
-6% -$79.2K 0.01% 612
2021
Q2 		$1.29M Buy
17,323
+1,063
+7% +$75.2K 0.01% 634
2021
Q1 		$1.03M Sell
16,260
-10,181
-39% -$633K 0.01% 659
2020
Q4 		$1.68M Sell
26,441
-6,822
-21% -$421K 0.01% 545
2020
Q3 		$2.04M Sell
33,263
-8,312
-20% -$538K 0.01% 494
2020
Q2 		$2.6M Buy
+41,575
New +$2.55M 0.02% 464
2016
Q1 		– Sell
-7,778
Closed -$259K – 1227
2015
Q4 		$259K Buy
+7,778
New +$241K ﹤0.01% 1056

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

United Capital Financial Advisors's ELS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Equity Lifestyle Properties (ELS) stake by 31% in Q2 2026, selling an estimated $192K and leaving 6,709 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

United Capital Financial Advisors first reported a position in ELS in Q4 2015 and has held it in 26 quarters since. The position peaked at $2.6M in Q2 2020. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • United Capital Financial Advisors held 6,709 shares of Equity Lifestyle Properties worth $432K as of Q2 2026.
  • United Capital Financial Advisors sold 3,040 Equity Lifestyle Properties shares in Q2 2026, an estimated $192K.
  • Equity Lifestyle Properties made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1193 holding.
  • United Capital Financial Advisors first reported a position in Equity Lifestyle Properties in Q4 2015 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Equity Lifestyle Properties position peaked at $2.6M in Q2 2020.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.