Wealth Enhancement Advisory Services
ELS icon

Wealth Enhancement Advisory Services’s Equity Lifestyle Properties ELS Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.35M Buy
21,192
+13,576
+178% +$858K ﹤0.01% 1864
2026
Q1 		$487K Sell
7,616
-98,352
-93% -$6.37M ﹤0.01% 2339
2025
Q4 		$6.34M Buy
105,968
+96,171
+982% +$5.94M 0.01% 908
2025
Q3 		$608K Sell
9,797
-9,786
-50% -$594K ﹤0.01% 2210
2025
Q2 		$1.22M Buy
19,583
+6,489
+50% +$414K ﹤0.01% 1637
2025
Q1 		$873K Sell
13,094
-780
-6% -$52.1K ﹤0.01% 1670
2024
Q4 		$924K Buy
13,874
+816
+6% +$56.6K ﹤0.01% 1595
2024
Q3 		$932K Sell
13,058
-641
-5% -$44.9K ﹤0.01% 1448
2024
Q2 		$892K Buy
13,699
+3,983
+41% +$250K ﹤0.01% 1335
2024
Q1 		$626K Buy
9,716
+116
+1% +$7.78K ﹤0.01% 1461
2023
Q4 		$677K Buy
9,600
+644
+7% +$43.8K ﹤0.01% 1340
2023
Q3 		$571K Buy
+8,956
New +$605K ﹤0.01% 1358
2022
Q4 		– Sell
-18,778
Closed -$1.14M – 334
2022
Q3 		$1.14M Sell
18,778
-91,278
-83% -$6.56M 0.02% 225
2022
Q2 		$7.97M Buy
+110,056
New +$8.21M 0.11% 92
2021
Q3 		– Sell
-6,235
Closed -$493K – 301
2021
Q2 		$493K Buy
+6,235
New +$441K 0.01% 235

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

Wealth Enhancement Advisory Services's ELS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Equity Lifestyle Properties (ELS) stake by 178% in Q2 2026, buying an estimated $858K and bringing the position to 21,192 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Wealth Enhancement Advisory Services first reported a position in ELS in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.97M in Q2 2022. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,192 shares of Equity Lifestyle Properties worth $1.35M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,576 Equity Lifestyle Properties shares in Q2 2026, an estimated $858K.
  • Equity Lifestyle Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1864 holding.
  • Wealth Enhancement Advisory Services first reported a position in Equity Lifestyle Properties in Q2 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Equity Lifestyle Properties position peaked at $7.97M in Q2 2022.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.