MassMutual Private Wealth & Trust, FSB ELS Equity LifeStyle Properties Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  18 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Equity LifeStyle Properties Inc (ELS) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows ELS at 0.00% 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 MassMutual Private Wealth & Trust, FSB's position in Equity LifeStyle Properties Inc, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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.

How MassMutual Private Wealth & Trust, FSB 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 477 -171 -26.4% 0.00% $31K 2026-07-02 $66.25
2026 Q1 ADDED 648 +37 +6.1% 0.00% $40K 2026-04-13 $63.75
2025 Q4 ADDED 611 +6 +1.0% 0.00% $37K 2026-01-07 $58.65
2025 Q3 REDUCED 605 -24 -3.8% 0.00% $37K 2025-10-22 $61.76
2025 Q2 ADDED 629 +10 +1.6% 0.00% $39K 2025-07-09 $59.95
2025 Q1 ADDED 619 +55 +9.8% 0.00% $41K 2025-04-01 $63.78
2024 Q4 ADDED 564 +171 +43.5% 0.00% $38K 2025-01-16 $62.94
2024 Q3 ADDED 393 +43 +12.3% 0.00% $28K 2024-10-02 $65.61
2024 Q2 ADDED 350 +103 +41.7% 0.00% $23K 2024-07-02 $59.98
2024 Q1 ADDED 247 +6 +2.5% 0.00% $16K 2024-04-09 $59.61
8 older quarters 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

CX Institutional 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and ELS

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

How long has MassMutual Private Wealth & Trust, FSB reported owning ELS?

MassMutual Private Wealth & Trust, FSB reported ELS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ELS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ELS was 0.00% in 2025 Q1.

What is the latest reported ELS position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 477 shares, equal to 0.00% of portfolio, with an estimated market value of $31K.

What does the chart on this ELS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their ELS position?

Based on 13F filing dates vs. subsequent ELS price moves, MassMutual Private Wealth & Trust, FSB correctly timed 11 out of 15 reported position changes (73%). The annualised alpha on ELS relative to SPY over the holding period was -14.2%.

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