BRWA
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B. Riley Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

B. Riley Wealth 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
2016
Q4 		– Sell
-6,768
Closed -$262K – 556
2016
Q3 		$262K Buy
6,768
+64
+1% +$2.54K 0.05% 452
2016
Q2 		$269K Buy
6,704
+160
+2% +$5.81K 0.05% 434
2016
Q1 		$238K Buy
+6,544
New +$224K 0.06% 416
2015
Q1 		– Sell
-812
Closed -$21 – 963
2014
Q4 		$21 Buy
+812
New +$19.5K ﹤0.01% 2519
2014
Q3 		– Sell
-912
Closed -$20.1K – 990
2014
Q2 		$20.1K Buy
+912
New +$19.5K ﹤0.01% 1470

Other funds holding ELS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return