Cetera Advisor Networks’s Equity Lifestyle Properties ELS Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$267K	Buy	4,140 +1,224	+42%	+$82.1K	﹤0.01%	2376
2023 Q4	$206K	Sell	2,916 -1,985	-41%	-$135K	﹤0.01%	2522
2023 Q3	$312K	Buy	4,901 +1,552	+46%	+$105K	﹤0.01%	2123
2023 Q2	$224K	Sell	3,349 -5	-0.1%	-$333	﹤0.01%	2278
2023 Q1	$225K	Buy	+3,354	New	+$228K	﹤0.01%	2238
2020 Q3	–	Sell	-1,119	Closed	-$70K	–	1716
2020 Q2	$70K	Buy	+1,119	New	+$68.7K	﹤0.01%	1719

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's ELS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Equity Lifestyle Properties (ELS) stake by 42% in Q1 2024, buying an estimated $82.1K and bringing the position to 4,140 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Cetera Advisor Networks first reported a position in ELS in Q2 2020 and has held it in 6 quarters since. The position peaked at $312K in Q3 2023. 459 funds tracked by Wall St. Rank hold ELS as of Q1 2024.

Cetera Advisor Networks held 4,140 shares of Equity Lifestyle Properties worth $267K as of Q1 2024.
Cetera Advisor Networks bought 1,224 Equity Lifestyle Properties shares in Q1 2024, an estimated $82.1K.
Equity Lifestyle Properties made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2376 holding.
Cetera Advisor Networks first reported a position in Equity Lifestyle Properties in Q2 2020 and has held it in 6 quarters since.
Cetera Advisor Networks's Equity Lifestyle Properties position peaked at $312K in Q3 2023.
459 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.