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Wiser Advisor Group’s Equity Lifestyle Properties ELS Stock Holding History

Wiser Advisor Group’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 		$27K Buy
419
+4
+1% +$253 0.03% 120
2026
Q1 		$25.9K Buy
415
+3
+0.7% +$194 0.03% 114
2025
Q4 		$25K Buy
412
+4
+1% +$247 0.03% 122
2025
Q3 		$24.8K Buy
+408
New +$24.8K 0.03% 125
2025
Q2 		– Sell
-412
Closed -$27.5K – 105
2025
Q1 		$27.5K Buy
412
+3
+0.7% +$200 0.04% 130
2024
Q4 		$27.2K Buy
409
+3
+0.7% +$208 0.04% 127
2024
Q3 		$29K Buy
406
+3
+0.7% +$210 0.04% 130
2024
Q2 		$26.2K Buy
403
+5
+1% +$314 0.04% 130
2024
Q1 		$25.8K Buy
398
+1
+0.3% +$67 0.04% 131
2023
Q4 		$28K Buy
+397
New +$27K 0.05% 129

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

Wiser Advisor Group's ELS Position: Q2 2026 in Review

Wiser Advisor Group increased its Equity Lifestyle Properties (ELS) stake by 0.96% in Q2 2026, buying an estimated $253 and bringing the position to 419 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #120.

Wiser Advisor Group first reported a position in ELS in Q4 2023 and has held it in 10 quarters since. The position peaked at $29K in Q3 2024. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Wiser Advisor Group held 419 shares of Equity Lifestyle Properties worth $27K as of Q2 2026.
  • Wiser Advisor Group bought 4 Equity Lifestyle Properties shares in Q2 2026, an estimated $253.
  • Equity Lifestyle Properties made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #120 holding.
  • Wiser Advisor Group first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Equity Lifestyle Properties position peaked at $29K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.