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Wealthspire Advisors (New York)’s Equity Lifestyle Properties ELS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-371
Closed -$22.5K – 1561
2025
Q3 		$22.5K Buy
+371
New +$22.5K ﹤0.01% 1619

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Cohen & Steers
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Aristotle Capital Management
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Victory Capital Management
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Principal Financial Group
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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s ELS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 371 shares — an estimated $22.5K sold.

Wealthspire Advisors (New York) first reported a position in ELS in Q3 2025 and held it in 1 quarter. The position peaked at $22.5K in Q3 2025. 502 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 371 Equity Lifestyle Properties shares in Q4 2025, an estimated $22.5K.
  • Wealthspire Advisors (New York) first reported a position in Equity Lifestyle Properties in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Equity Lifestyle Properties position peaked at $22.5K in Q3 2025.
  • 502 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.