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ViaWealth’s Equity Lifestyle Properties ELS Stock Holding History

ViaWealth’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 		$296K Hold
4,595
– – 0.15% 143
2026
Q1 		$287K Buy
4,595
+1,168
+34% +$75.7K 0.16% 138
2025
Q4 		$208K Buy
+3,427
New +$212K 0.12% 147

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

ViaWealth's ELS Position: Q2 2026 in Review

ViaWealth held its Equity Lifestyle Properties (ELS) position steady in Q2 2026 at 4,595 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #143.

ViaWealth first reported a position in ELS in Q4 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • ViaWealth held 4,595 shares of Equity Lifestyle Properties worth $296K as of Q2 2026.
  • ViaWealth left its Equity Lifestyle Properties share count unchanged in Q2 2026.
  • Equity Lifestyle Properties made up 0.15% of ViaWealth's portfolio in Q2 2026, its #143 holding.
  • ViaWealth first reported a position in Equity Lifestyle Properties in Q4 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.