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Capital Advisors Ltd’s Equity Lifestyle Properties ELS Stock Holding History

Capital Advisors Ltd’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 		– Sell
-6
Closed – – 1406
2025
Q2 		$0 Sell
6
-6
-50% -$383 ﹤0.01% 1410
2025
Q1 		$1K Hold
12
– – ﹤0.01% 1161
2024
Q4 		$1K Hold
12
– – ﹤0.01% 1186
2024
Q3 		$1K Hold
12
– – ﹤0.01% 1182
2024
Q2 		$1K Sell
12
-20
-63% -$1.25K ﹤0.01% 1167
2024
Q1 		$2K Hold
32
– – ﹤0.01% 1029
2023
Q4 		$2K Buy
+32
New +$2.18K ﹤0.01% 1007
2023
Q2 		– Sell
-51
Closed -$3K – 1351
2023
Q1 		$3K Buy
51
+24
+89% +$1.63K ﹤0.01% 800
2022
Q4 		$2K Sell
27
-36
-57% -$2.28K ﹤0.01% 845
2022
Q3 		$4K Buy
63
+37
+142% +$2.66K ﹤0.01% 669
2022
Q2 		$2K Buy
+26
New +$1.94K ﹤0.01% 658

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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