PRING TURNER CAPITAL GROUP INC ELS EQUITY LIFESTYLE PPTYS INC COM

Ownership history in PRING TURNER CAPITAL GROUP INC  ·  18 quarters on record

AI Ownership Summary

PRING TURNER CAPITAL GROUP INC reported EQUITY LIFESTYLE PPTYS INC COM (ELS) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.24% in 2023 Q4. The latest visible filing shows ELS at 2.71% 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 PRING TURNER CAPITAL GROUP INC's position in EQUITY LIFESTYLE PPTYS INC COM, 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 Q1

ELS was reported at 2.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 PRING TURNER CAPITAL GROUP INC 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 Q1 UNCHANGED 74,255 0% 2.71% $4.5M 2026-05-13 $63.07
2025 Q4 ADDED 74,255 +359 +0.5% 2.79% $4.5M 2026-02-10 $65.66
2025 Q3 ADDED 73,896 +688 +0.9% 2.74% $4.5M 2025-11-07 $61.07
2025 Q2 REDUCED 73,208 -389 -0.5% 2.92% $4.5M 2025-08-12 $58.71
2025 Q1 ADDED 73,597 +4,655 +6.8% 3.05% $4.9M 2025-05-13 $60.51
2024 Q4 ADDED 68,942 +4,208 +6.5% 3.08% $4.6M 2025-02-04 $62.31
2024 Q3 ADDED 64,734 +652 +1.0% 2.92% $4.6M 2024-11-13 $68.99
2024 Q2 ADDED 64,082 +2,512 +4.1% 2.91% $4.2M 2024-08-13 $67.51
2024 Q1 ADDED 61,570 +1,528 +2.5% 2.89% $4.0M 2024-05-13 $58.64
2023 Q4 REDUCED 60,042 -297 -0.5% 3.24% $4.2M 2024-02-13 $61.92
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PRING TURNER CAPITAL GROUP INC and ELS

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

How long has PRING TURNER CAPITAL GROUP INC reported owning ELS?

PRING TURNER CAPITAL GROUP INC reported ELS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ELS position in PRING TURNER CAPITAL GROUP INC's portfolio?

The largest reported portfolio weight for ELS was 3.24% in 2023 Q4.

What is the latest reported ELS position on this page?

The most recent filing on this page is 2026 Q1, when PRING TURNER CAPITAL GROUP INC reported 74,255 shares, equal to 2.71% of portfolio, with an estimated market value of $4.5M.

What does the chart on this ELS ownership page compare?

The chart compares PRING TURNER CAPITAL GROUP INC'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 PRING TURNER CAPITAL GROUP INC time their ELS position?

Based on 13F filing dates vs. subsequent ELS price moves, PRING TURNER CAPITAL GROUP INC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on ELS relative to SPY over the holding period was -11.6%.

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