BAR HARBOR WEALTH MANAGEMENT ELS — Equity LifeStyle Properties In

Ownership history in BAR HARBOR WEALTH MANAGEMENT  ·  11 quarters on record

AI Ownership Summary

BAR HARBOR WEALTH MANAGEMENT reported Equity LifeStyle Properties In (ELS) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.41% in 2025 Q2. The latest visible filing shows ELS at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAR HARBOR WEALTH MANAGEMENT's position in Equity LifeStyle Properties In, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ELS was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ELS stock page BAR HARBOR WEALTH MANAGEMENT fund profile BAR HARBOR WEALTH MANAGEMENT full holdings
How BAR HARBOR WEALTH MANAGEMENT held ELS — position size vs. price
% of Fund (quarterly)    ELS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 99,854 -813 -0.8% 0.35% $6.4M 2026-07-15 $63.78
2026 Q1 ADDED — — — 100,667 +10,830 +12.1% 0.37% $6.3M 2026-04-17 $64.84
2025 Q4 REDUCED 7.7% +3.9% ❌ 89,837 -7,498 -7.7% 0.31% $5.4M 2026-01-22 $62.31
2025 Q3 REDUCED 5.8% +1.2% ❌ 97,335 -5,988 -5.8% 0.35% $5.9M 2025-11-14 (Est.) $60.54
2025 Q2 ADDED — — — 103,323 +38,088 +58.4% 0.41% $6.4M 2025-07-23 $58.88
2025 Q1 ADDED — — — 65,235 +350 +0.5% 0.29% $4.4M 2025-04-16 $62.21
2024 Q4 REDUCED 11.4% +0.9% ❌ 64,885 -8,361 -11.4% 0.28% $4.3M 2025-01-13 $61.85
2024 Q3 ADDED — — — 73,246 +10,927 +17.5% 0.33% $5.2M 2024-10-16 $66.09
2024 Q2 REDUCED — — — 62,319 -988 -1.6% 0.27% $4.1M 2024-07-17 $64.65
2024 Q1 ADDED — — — 63,307 +47,087 +290.3% 0.27% $4.1M 2024-04-24 $57.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ELS

As of 2026 Q2 — sorted by position size

Vert Asset Management LLC 3Y 1.65% Fermata Advisors, LLC 3Y 0.44% Aurora Investment Managers, LLC. 3Y 0.31% ELEVATION WEALTH PARTNERS, LLC 0.3% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.14% AEGON ASSET MANAGEMENT UK PLC 3Y 7Y 0.07% Kennebec Savings Bank 0.02% GAMMA Investing LLC 0.01% Handelsbanken Fonder AB 3Y 7Y 0.01% Swedbank AB 0.01%

FAQ About BAR HARBOR WEALTH MANAGEMENT and ELS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAR HARBOR WEALTH MANAGEMENT reported owning ELS?

BAR HARBOR WEALTH MANAGEMENT reported ELS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ELS position in BAR HARBOR WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for ELS was 0.41% in 2025 Q2.

What is the latest reported ELS position on this page?

The most recent filing on this page is 2026 Q2, when BAR HARBOR WEALTH MANAGEMENT reported 99,854 shares, equal to 0.35% of portfolio, with an estimated market value of $6.4M.

What does the chart on this ELS ownership page compare?

The chart compares BAR HARBOR WEALTH MANAGEMENT's quarterly ELS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAR HARBOR WEALTH MANAGEMENT time their ELS position?

Based on 13F filing dates vs. subsequent ELS price moves, BAR HARBOR WEALTH MANAGEMENT correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on ELS relative to SPY over the holding period was -13.1%.

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