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Amica Retiree Medical Trust’s Equity Lifestyle Properties ELS Stock Holding History

Amica Retiree Medical Trust’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$117K Hold
1,928
– – 0.16% 101
2025
Q2 		$119K Hold
1,928
– – 0.17% 99
2025
Q1 		$129K Sell
1,928
-343
-15% -$22.9K 0.2% 91
2024
Q4 		$151K Hold
2,271
– – 0.14% 99
2024
Q3 		$162K Buy
+2,271
New +$159K 0.13% 99
2021
Q2 		– Sell
-2,611
Closed -$166K – 121
2021
Q1 		$166K Sell
2,611
-1,159
-31% -$72.1K 0.11% 149
2020
Q4 		$239K Sell
3,770
-708
-16% -$43.7K 0.17% 124
2020
Q3 		$275K Hold
4,478
– – 0.21% 112
2020
Q2 		$280K Hold
4,478
– – 0.22% 129
2020
Q1 		$257K Hold
4,478
– – 0.23% 135
2019
Q4 		$315K Hold
4,478
– – 0.24% 115
2019
Q3 		$299K Hold
4,478
– – 0.24% 121
2019
Q2 		$272K Hold
4,478
– – 0.22% 121
2019
Q1 		$256K Hold
4,478
– – 0.22% 120
2018
Q4 		$217K Buy
+4,478
New +$217K 0.21% 137
2016
Q4 		– Sell
-1,206
Closed -$47K – 415
2016
Q3 		$47K Hold
1,206
– – 0.04% 350
2016
Q2 		$48K Hold
1,206
– – 0.04% 352
2016
Q1 		$44K Hold
1,206
– – 0.04% 353
2015
Q4 		$40K Sell
1,206
-1,200
-50% -$37.1K 0.03% 364
2015
Q3 		$70K Buy
2,406
+800
+50% +$22.8K 0.06% 280
2015
Q2 		$42K Sell
1,606
-1,200
-43% -$32.2K 0.04% 332
2015
Q1 		$77K Hold
2,806
– – 0.07% 276
2014
Q4 		$72K Buy
2,806
+894
+47% +$21.5K 0.06% 280
2014
Q3 		$40K Hold
1,912
– – 0.03% 332
2014
Q2 		$42K Hold
1,912
– – 0.03% 327
2014
Q1 		$39K Hold
1,912
– – 0.03% 319
2013
Q4 		$35K Buy
+1,912
New +$34.6K 0.03% 321

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amica Retiree Medical Trust's ELS Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Equity Lifestyle Properties (ELS) position steady in Q3 2025 at 1,928 shares worth $117K. The position accounts for 0.16% of the portfolio, ranked #101.

Amica Retiree Medical Trust first reported a position in ELS in Q4 2013 and has held it in 27 quarters since. The position peaked at $315K in Q4 2019. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Amica Retiree Medical Trust held 1,928 shares of Equity Lifestyle Properties worth $117K as of Q3 2025.
  • Amica Retiree Medical Trust left its Equity Lifestyle Properties share count unchanged in Q3 2025.
  • Equity Lifestyle Properties made up 0.16% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #101 holding.
  • Amica Retiree Medical Trust first reported a position in Equity Lifestyle Properties in Q4 2013 and has held it in 27 quarters since.
  • Amica Retiree Medical Trust's Equity Lifestyle Properties position peaked at $315K in Q4 2019.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.