Baker Tilly Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Baker Tilly Wealth Management’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
2023 Q3	–	Sell	-5,052	Closed	-$338K	–	490
2023 Q2	$338K	Sell	5,052 -285	-5%	-$19K	0.04%	436
2023 Q1	$358K	Buy	5,337 +249	+5%	+$16.9K	0.04%	414
2022 Q4	$329K	Buy	5,088 +1,588	+45%	+$101K	0.04%	416
2022 Q3	$220K	Buy	3,500 +131	+4%	+$9.41K	0.03%	458
2022 Q2	$237K	Buy	3,369 +129	+4%	+$9.63K	0.03%	444
2022 Q1	$248K	Buy	3,240 +33	+1%	+$2.55K	0.03%	458
2021 Q4	$281K	Buy	3,207 +178	+6%	+$15K	0.03%	441
2021 Q3	$237K	Sell	3,029 -120	-4%	-$9.83K	0.03%	455
2021 Q2	$234K	Hold	3,149	–	–	0.04%	447
2021 Q1	$200K	Buy	+3,149	New	+$196K	0.04%	450

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baker Tilly Wealth Management's ELS Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q3 2023, closing a stake of 5,052 shares — an estimated $338K sold.

Baker Tilly Wealth Management first reported a position in ELS in Q1 2021 and held it in 10 quarters. The position peaked at $358K in Q1 2023. 429 funds tracked by Wall St. Rank hold ELS as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Equity Lifestyle Properties position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,052 Equity Lifestyle Properties shares in Q3 2023, an estimated $338K.
Baker Tilly Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2021 and held it in 10 quarters.
Baker Tilly Wealth Management's Equity Lifestyle Properties position peaked at $358K in Q1 2023.
429 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.