12 institutions reported holding $4.0M of EQUITY LIFESTYLE PPTYS INC (ELS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fermata Advisors, LLC ($2.2M), ELEVATION WEALTH PARTNERS, LLC ($988,663), Aurora Investment Managers, LLC. ($504,000), GAMMA Investing LLC ($288,672), MassMutual Private Wealth & Trust, FSB ($30,743). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fermata Advisors, LLC | $2.2M | 34,041 | Added |
| 2 | ELEVATION WEALTH PARTNERS, LLC | $988,663 | 15,340 | Added |
| 3 | Aurora Investment Managers, LLC. | $504,000 | 7,822 | Trimmed |
| 4 | GAMMA Investing LLC | $288,672 | 4,479 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $30,743 | 477 | Trimmed |
| 6 | Dogwood Wealth Management LLC | $15,984 | 248 | Added |
| 7 | MJT & Associates Financial Advisory Group, Inc. | $3,030 | 47 | Hold |
| 8 | CX Institutional | $3,000 | 44 | Hold |
| 9 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $1,805 | 28 | New |
| 10 | Retirement Wealth Solutions LLC | $1,354 | 21 | Trimmed |
| 11 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $902 | 14 | Hold |
| 12 | Arlington Trust Co LLC | $451 | 7 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30