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Winnow Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Winnow Wealth’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
Q2 		– Sell
-5
Closed -$305 – 330
2025
Q1 		$305 Buy
5
+1
+25% +$67 ﹤0.01% 574
2024
Q4 		$207 Buy
+4
New +$277 ﹤0.01% 572

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Winnow Wealth's ELS Position: Q2 2025 in Review

Winnow Wealth sold out of Equity Lifestyle Properties (ELS) in Q2 2025, closing a stake of 5 shares — an estimated $305 sold.

Winnow Wealth first reported a position in ELS in Q4 2024 and held it in 2 quarters. The position peaked at $305 in Q1 2025. 518 funds tracked by Wall St. Rank hold ELS as of Q2 2025.

  • Winnow Wealth reported no remaining Equity Lifestyle Properties position as of Q2 2025 after selling out during the quarter.
  • Winnow Wealth sold 5 Equity Lifestyle Properties shares in Q2 2025, an estimated $305.
  • Winnow Wealth first reported a position in Equity Lifestyle Properties in Q4 2024 and held it in 2 quarters.
  • Winnow Wealth's Equity Lifestyle Properties position peaked at $305 in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.