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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's ELS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Equity Lifestyle Properties (ELS) stake by 57% in Q1 2026, buying an estimated $229K and bringing the position to 9,749 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

United Capital Financial Advisors first reported a position in ELS in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.6M in Q2 2020. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • United Capital Financial Advisors held 9,749 shares of Equity Lifestyle Properties worth $609K as of Q1 2026.
  • United Capital Financial Advisors bought 3,534 Equity Lifestyle Properties shares in Q1 2026, an estimated $229K.
  • Equity Lifestyle Properties made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #970 holding.
  • United Capital Financial Advisors first reported a position in Equity Lifestyle Properties in Q4 2015 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Equity Lifestyle Properties position peaked at $2.6M in Q2 2020.
  • 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.