Checchi Capital Advisers’s Equity Lifestyle Properties ELS Stock Holding History

Checchi Capital Advisers’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 Q4	–	Sell	-2,943	Closed	-$210K	–	573
2024 Q3	$210K	Buy	+2,943	New	+$206K	0.01%	552
2022 Q3	–	Sell	-2,939	Closed	-$216K	–	556
2022 Q2	$216K	Buy	2,939 +302	+11%	+$22.5K	0.02%	529
2022 Q1	$202K	Buy	2,637 +19	+0.7%	+$1.47K	0.02%	517
2021 Q4	$229K	Buy	2,618 +53	+2%	+$4.46K	0.02%	468
2021 Q3	$200K	Buy	+2,565	New	+$210K	0.02%	490
2016 Q3	–	Sell	-3,598	Closed	-$144K	–	642
2016 Q2	$144K	Buy	3,598 +1,712	+91%	+$62.1K	0.02%	439
2016 Q1	$69K	Buy	+1,886	New	+$64.6K	0.02%	723

Other funds holding ELS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Checchi Capital Advisers's ELS Position: Q4 2024 in Review

Checchi Capital Advisers sold out of Equity Lifestyle Properties (ELS) in Q4 2024, closing a stake of 2,943 shares — an estimated $210K sold.

Checchi Capital Advisers first reported a position in ELS in Q1 2016 and held it in 7 quarters. The position peaked at $229K in Q4 2021. 500 funds tracked by Wall St. Rank hold ELS as of Q4 2024.

Checchi Capital Advisers reported no remaining Equity Lifestyle Properties position as of Q4 2024 after selling out during the quarter.
Checchi Capital Advisers sold 2,943 Equity Lifestyle Properties shares in Q4 2024, an estimated $210K.
Checchi Capital Advisers first reported a position in Equity Lifestyle Properties in Q1 2016 and held it in 7 quarters.
Checchi Capital Advisers's Equity Lifestyle Properties position peaked at $229K in Q4 2021.
500 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2024.

Based on Checchi Capital Advisers's 13F filing for Q4 2024, filed 5 Feb 2025.