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Bridgewater Associates’s Equity Lifestyle Properties ELS Stock Holding History

Bridgewater Associates’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
Q4 		– Sell
-32,904
Closed -$2M – 1096
2025
Q3 		$2M Buy
+32,904
New +$2M 0.01% 726
2023
Q3 		– Sell
-22,150
Closed -$1.48M – 764
2023
Q2 		$1.48M Buy
22,150
+18,429
+495% +$1.23M 0.01% 515
2023
Q1 		$250K Sell
3,721
-4,643
-56% -$315K ﹤0.01% 690
2022
Q4 		$540K Buy
+8,364
New +$530K ﹤0.01% 712
2022
Q3 		– Sell
-12,513
Closed -$882K – 911
2022
Q2 		$882K Sell
12,513
-15,186
-55% -$1.13M ﹤0.01% 807
2022
Q1 		$2.12M Buy
+27,699
New +$2.14M 0.01% 671
2021
Q3 		– Sell
-9,393
Closed -$698K – 715
2021
Q2 		$698K Sell
9,393
-3,740
-28% -$265K ﹤0.01% 620
2021
Q1 		$836K Buy
+13,133
New +$817K 0.01% 333

Other funds holding ELS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return