James T. Borello RIA’s Equity Lifestyle Properties ELS Stock Holding History

James T. Borello RIA’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 Q3	$1.98K	Sell	34 -4	-11%	-$254	﹤0.01%	921
2026 Q2	$2.45K	Buy	38 +1	+3%	+$63	﹤0.01%	921
2026 Q1	$2.31K	Sell	37 -6	-14%	-$389	﹤0.01%	904
2025 Q4	$2.61K	Buy	43 +1	+2%	+$62	﹤0.01%	726
2025 Q3	$2.55K	Buy	+42	New	+$2.55K	﹤0.01%	686

Other funds holding ELS

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

EFS

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

James T. Borello RIA's ELS Position: Q3 2026 in Review

James T. Borello RIA reduced its Equity Lifestyle Properties (ELS) stake by 11% in Q3 2026, selling an estimated $254 and leaving 34 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

James T. Borello RIA first reported a position in ELS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.61K in Q4 2025. 49 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

James T. Borello RIA held 34 shares of Equity Lifestyle Properties worth $1.98K as of Q3 2026.
James T. Borello RIA sold 4 Equity Lifestyle Properties shares in Q3 2026, an estimated $254.
Equity Lifestyle Properties made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #921 holding.
James T. Borello RIA first reported a position in Equity Lifestyle Properties in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Equity Lifestyle Properties position peaked at $2.61K in Q4 2025.
49 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.