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 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 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

Wiser Advisor Group's ELS Position: Q1 2026 in Review

Wiser Advisor Group increased its Equity Lifestyle Properties (ELS) stake by 0.73% in Q1 2026, buying an estimated $194 and bringing the position to 415 shares worth $25.9K. The position accounts for 0.03% of the portfolio, ranked #114.

Wiser Advisor Group first reported a position in ELS in Q4 2023 and has held it in 9 quarters since. The position peaked at $29K in Q3 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Wiser Advisor Group held 415 shares of Equity Lifestyle Properties worth $25.9K as of Q1 2026.
Wiser Advisor Group bought 3 Equity Lifestyle Properties shares in Q1 2026, an estimated $194.
Equity Lifestyle Properties made up 0.03% of Wiser Advisor Group's portfolio in Q1 2026, its #114 holding.
Wiser Advisor Group first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's Equity Lifestyle Properties position peaked at $29K in Q3 2024.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.