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Angeles Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-4,580
Closed -$307K – 88
2024
Q4 		$307K Hold
4,580
– – 0.01% 137
2024
Q3 		$329K Sell
4,580
-999
-18% -$70K 0.02% 157
2024
Q2 		$366K Hold
5,579
– – 0.02% 139
2024
Q1 		$362K Sell
5,579
-42
-0.7% -$2.82K 0.02% 150
2023
Q4 		$399K Buy
5,621
+42
+0.8% +$2.86K 0.02% 127
2023
Q3 		$358K Buy
+5,579
New +$377K 0.03% 118

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Principal Financial Group
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Victory Capital Management
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JP Morgan Chase
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Geode Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return