Planning Strategies Inc.’s Equity Lifestyle Properties ELS Stock Holding History

Planning Strategies Inc.’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	$258	Buy	+4	New	+$253	﹤0.01%	967

Other funds holding ELS

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s ELS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 4 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings.

108 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

Planning Strategies Inc. held 4 shares of Equity Lifestyle Properties worth $258 as of Q2 2026.
Equity Lifestyle Properties was a new Planning Strategies Inc. position in Q2 2026.
Equity Lifestyle Properties made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #967 holding.
108 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.