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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's ELS Position: Q1 2026 in Review

Whittier Trust increased its Equity Lifestyle Properties (ELS) stake by 2.5% in Q1 2026, buying an estimated $6.09K and bringing the position to 3,839 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Whittier Trust first reported a position in ELS in Q1 2018 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Whittier Trust held 3,839 shares of Equity Lifestyle Properties worth $244K as of Q1 2026.
Whittier Trust bought 94 Equity Lifestyle Properties shares in Q1 2026, an estimated $6.09K.
Equity Lifestyle Properties made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #553 holding.
Whittier Trust first reported a position in Equity Lifestyle Properties in Q1 2018 and has held it in 15 quarters since.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.