WT
ELS icon

Whittier Trust’s Equity Lifestyle Properties ELS Stock Holding History

Whittier Trust’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 		$507K Buy
7,795
+3,956
+103% +$250K 0.01% 479
2026
Q1 		$244K Buy
3,839
+94
+3% +$6.09K ﹤0.01% 553
2025
Q4 		$224K Hold
3,745
– – ﹤0.01% 577
2025
Q3 		$232K Hold
3,745
– – ﹤0.01% 562
2025
Q2 		$231K Buy
3,745
+340
+10% +$21.7K ﹤0.01% 631
2025
Q1 		$227K Hold
3,405
– – ﹤0.01% 630
2024
Q4 		$227K Hold
3,405
– – ﹤0.01% 639
2024
Q3 		$243K Hold
3,405
– – ﹤0.01% 649
2024
Q2 		$222K Sell
3,405
-328
-9% -$20.6K ﹤0.01% 633
2024
Q1 		$240K Buy
3,733
+328
+10% +$22K ﹤0.01% 612
2023
Q4 		$240K Hold
3,405
– – ﹤0.01% 608
2023
Q3 		$217K Hold
3,405
– – ﹤0.01% 613
2023
Q2 		$228K Hold
3,405
– – ﹤0.01% 608
2023
Q1 		$229K Hold
3,405
– – ﹤0.01% 630
2022
Q4 		$220K Buy
+3,405
New +$216K ﹤0.01% 625
2018
Q2 		– Sell
-22
Closed -$1K – 1288
2018
Q1 		$1K Buy
+22
New +$936 ﹤0.01% 1253

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

Whittier Trust's ELS Position: Q2 2026 in Review

Whittier Trust increased its Equity Lifestyle Properties (ELS) stake by 103% in Q2 2026, buying an estimated $250K and bringing the position to 7,795 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #479.

Whittier Trust first reported a position in ELS in Q1 2018 and has held it in 16 quarters since. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Whittier Trust held 7,795 shares of Equity Lifestyle Properties worth $507K as of Q2 2026.
  • Whittier Trust bought 3,956 Equity Lifestyle Properties shares in Q2 2026, an estimated $250K.
  • Equity Lifestyle Properties made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #479 holding.
  • Whittier Trust first reported a position in Equity Lifestyle Properties in Q1 2018 and has held it in 16 quarters since.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.