Filing Research | ELS - EQUITY LIFESTYLE PROPERTIES Institutional Holdings

Snapshot holdings

50 / 86 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	448.0KSH	$28.9M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	226.0KSH	$14.6M
3	Robeco Institutional Asset Management B.V.	Shares	206.6KSH	$13.3M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	190.5KSH	$12.3M
5	Swedbank AB	Shares	180.0KSH	$11.6M
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	145.0KSH	$9.3M
7	BAR HARBOR WEALTH MANAGEMENT	Shares	99.9KSH	$6.4M
8	AEGON ASSET MANAGEMENT UK PLC	Shares	95.4KSH	$6.1M
9	Vert Asset Management LLC	Shares	93.7KSH	$6.0M
10	Police & Firemen's Retirement System of New Jersey	Shares	86.4KSH	$5.6M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	60.1KSH	$3.9M
12	Louisiana State Employees Retirement System	Shares	56.8KSH	$3.7M
13	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	49.4KSH	$3.2M
14	Vanderbilt University	Shares	45.2KSH	$2.9M
15	Fermata Advisors, LLC	Shares	34.0KSH	$2.2M
16	IFM Investors Pty Ltd	Shares	31.7KSH	$2.0M
17	Union Bancaire Privee, UBP SA	Shares	32.0KSH	$1.5M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.2KSH	$1.3M
19	ELEVATION WEALTH PARTNERS, LLC	Shares	15.3KSH	$988.7K
20	SECURIAN ASSET MANAGEMENT, INC	Shares	14.3KSH	$940.6K
21	Crossmark Global Holdings, Inc.	Shares	14.5KSH	$935.8K
22	QRG CAPITAL MANAGEMENT, INC.	Shares	12.5KSH	$807.6K
23	ABN AMRO INVESTMENT SOLUTIONS	Shares	12.5KSH	$803.0K
24	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	11.8KSH	$760.5K
25	Hoxton Planning & Management, LLC	Shares	11.5KSH	$739.0K
26	Farther Finance Advisors, LLC	Shares	9.5KSH	$614.2K
27	Fifth Third Wealth Advisors LLC	Shares	8.3KSH	$534.6K
28	Sivia Capital Partners, LLC	Shares	8.1KSH	$520.0K
29	DAVENPORT & Co LLC	Shares	8.0KSH	$518.2K
30	OFI INVEST ASSET MANAGEMENT	Shares	7.1KSH	$402.6K
31	Mesirow Financial Investment Management, Inc.	Shares	6.1KSH	$395.8K
32	Ballentine Partners, LLC	Shares	6.0KSH	$386.2K
33	JOHNSON INVESTMENT COUNSEL INC	Shares	6.0KSH	$384.8K
34	Sequoia Financial Advisors, LLC	Shares	5.7KSH	$367.7K
35	Flagstone Financial Management	Shares	5.7KSH	$365.9K
36	Merit Financial Group, LLC	Shares	5.6KSH	$362.3K
37	LANARK FINANCIAL, INC.	Shares	5.0KSH	$321.3K
38	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	4.5KSH	$291.8K
39	GAMMA Investing LLC	Shares	4.5KSH	$288.7K
40	SIGNATUREFD, LLC	Shares	3.0KSH	$196.1K
41	LRI Investments, LLC	Shares	1.6KSH	$104.1K
42	Mirae Asset Global Investments Co., Ltd.	Shares	1.2KSH	$80.4K
43	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$77.0K
44	IFP Advisors, Inc	Shares	763SH	$49.2K
45	Blue Trust, Inc.	Shares	665SH	$42.9K
46	MassMutual Private Wealth & Trust, FSB	Shares	477SH	$30.7K
47	True Wealth Design, LLC	Shares	453SH	$29.2K
48	GoalVest Advisory LLC	Shares	416SH	$26.8K
49	Hunter Perkins Capital Management, LLC	Shares	390.0KSH	$25.1K
50	Kennebec Savings Bank	Shares	382SH	$24.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 95 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+123.8K	+$8.2M	$14.6M
2	Arbejdsmarkedets Tillaegspension added	Shares	+48.1K	+$3.9M	$28.9M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+54.5K	+$3.8M	$12.3M
4	Robeco Institutional Asset Management B.V. added	Shares	+13.0K	+$1.2M	$13.3M
5	Vanderbilt University added	Shares	+14.1K	+$973.9K	$2.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.6K	+$857.7K	$1.3M
7	Sivia Capital Partners, LLC new	Shares	+8.1K	+$520.0K	$520.0K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+5.2K	+$497.6K	$5.6M
9	Ballentine Partners, LLC new	Shares	+6.0K	+$386.2K	$386.2K
10	Merit Financial Group, LLC new	Shares	+5.6K	+$362.3K	$362.3K
11	Vert Asset Management LLC added	Shares	+2.5K	+$344.6K	$6.0M
12	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+644	+$334.6K	$9.3M
13	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+4.5K	+$291.8K	$291.8K
14	Louisiana State Employees Retirement System added	Shares	+600	+$152.8K	$3.7M
15	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-813	+$152.0K	$6.4M
16	Fifth Third Wealth Advisors LLC added	Shares	+2.0K	+$144.3K	$534.6K
17	Farther Finance Advisors, LLC added	Shares	+1.4K	+$102.0K	$614.2K
18	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-70	+$95.9K	$3.2M
19	AEGON ASSET MANAGEMENT UK PLC trimmed	Shares	-1.8K	+$83.9K	$6.1M
20	IFM Investors Pty Ltd added	Shares	+188	+$76.0K	$2.0M
21	Fermata Advisors, LLC added	Shares	+86	+$74.5K	$2.2M
22	QRG CAPITAL MANAGEMENT, INC. added	Shares	+561	+$60.4K	$807.6K
23	Union Bancaire Privee, UBP SA added	Shares	+693	+$60.4K	$1.5M
24	ELEVATION WEALTH PARTNERS, LLC added	Shares	+421	+$57.4K	$988.7K
25	SECURIAN ASSET MANAGEMENT, INC added	Shares	+19	+$48.8K	$940.6K
26	IFP Advisors, Inc added	Shares	+677	+$43.8K	$49.2K
27	EverSource Wealth Advisors, LLC added	Shares	+469	+$31.7K	$77.0K
28	Crossmark Global Holdings, Inc. added	Shares	+13	+$30.3K	$935.8K
29	OFI INVEST ASSET MANAGEMENT added	Shares	+243	+$28.9K	$402.6K
30	True Wealth Design, LLC added	Shares	+442	+$28.5K	$29.2K
31	GAMMA Investing LLC added	Shares	+283	+$26.8K	$288.7K
32	Hoxton Planning & Management, LLC unchanged	Shares	0	+$23.3K	$739.0K
33	SJS Investment Consulting Inc. new	Shares	+303	+$19.5K	$19.5K
34	Mesirow Financial Investment Management, Inc. added	Shares	+11	+$13.1K	$395.8K
35	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$12.1K	$384.8K
36	LRI Investments, LLC added	Shares	+140	+$12.0K	$104.1K
37	Flagstone Financial Management unchanged	Shares	0	+$11.5K	$365.9K
38	Dogwood Wealth Management LLC added	Shares	+175	+$11.4K	$16.0K
39	LANARK FINANCIAL, INC. trimmed	Shares	-9	+$9.6K	$321.3K
40	TRUST CO OF TOLEDO NA /OH/ new	Shares	+131	+$8.4K	$8.4K
41	Cape Investment Advisory, Inc. new	Shares	+102	+$6.6K	$6.6K
42	DAVENPORT & Co LLC trimmed	Shares	-161	+$6.3K	$518.2K
43	AdvisorNet Financial, Inc added	Shares	+32	+$2.1K	$3.7K
44	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+28	+$1.8K	$1.8K
45	WEST PACES ADVISORS INC. new	Shares	+24	+$1.5K	$1.5K
46	Cromwell Holdings LLC added	Shares	+19	+$1.3K	$2.7K
47	Owl Creek Wealth Partners LLC added	Shares	+15	+$1.1K	$5.8K
48	GoalVest Advisory LLC unchanged	Shares	0	+$844	$26.8K
49	Blue Trust, Inc. trimmed	Shares	-9	+$788	$42.9K
50	Kennebec Savings Bank unchanged	Shares	0	+$776	$24.6K

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