Creative Planning’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Buy |
65,183
+1,778
| +3% | +$115K | ﹤0.01% | 1347 |
|
|
2025
Q4 | $3.84M | Buy |
63,405
+18,011
| +40% | +$1.11M | ﹤0.01% | 1197 |
|
|
2025
Q3 | $2.76M | Buy |
45,394
+14,974
| +49% | +$909K | ﹤0.01% | 1290 |
|
|
2025
Q2 | $1.88M | Buy |
30,420
+19,977
| +191% | +$1.27M | ﹤0.01% | 1375 |
|
|
2025
Q1 | $697K | Sell |
10,443
-638
| -6% | -$42.6K | ﹤0.01% | 2008 |
|
|
2024
Q4 | $738K | Buy |
11,081
+4,366
| +65% | +$303K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $479K | Buy |
6,715
+1,824
| +37% | +$128K | ﹤0.01% | 2148 |
|
|
2024
Q2 | $319K | Sell |
4,891
-265
| -5% | -$16.6K | ﹤0.01% | 2295 |
|
|
2024
Q1 | $332K | Buy |
5,156
+225
| +5% | +$15.1K | ﹤0.01% | 2165 |
|
|
2023
Q4 | $348K | Buy |
4,931
+829
| +20% | +$56.4K | ﹤0.01% | 1988 |
|
|
2023
Q3 | $261K | Buy |
4,102
+914
| +29% | +$61.7K | ﹤0.01% | 2043 |
|
|
2023
Q2 | $213K | Sell |
3,188
-27
| -0.8% | -$1.8K | ﹤0.01% | 2167 |
|
|
2023
Q1 | $216K | Buy |
+3,215
| New | +$218K | ﹤0.01% | 2071 |
|
|
2022
Q4 | – | Sell |
-5,388
| Closed | -$339K | – | 2518 |
|
|
2022
Q3 | $339K | Buy |
5,388
+1,343
| +33% | +$96.5K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $285K | Buy |
+4,045
| New | +$302K | ﹤0.01% | 1647 |
|
|
2021
Q3 | – | Sell |
-2,807
| Closed | -$209K | – | 2142 |
|
|
2021
Q2 | $209K | Sell |
2,807
-1,972
| -41% | -$140K | ﹤0.01% | 1783 |
|
|
2021
Q1 | $304K | Sell |
4,779
-1,951
| -29% | -$121K | ﹤0.01% | 1792 |
|
|
2020
Q4 | $426K | Buy |
+6,730
| New | +$415K | ﹤0.01% | 1409 |
|
|
2017
Q3 | – | Sell |
-562
| Closed | -$24K | – | 2398 |
|
|
2017
Q2 | $24K | Sell |
562
-48
| -8% | -$2K | ﹤0.01% | 3047 |
|
|
2017
Q1 | $24K | Buy |
610
+48
| +9% | +$1.82K | ﹤0.01% | 3001 |
|
|
2016
Q4 | $20K | Sell |
562
-92
| -14% | -$3.29K | ﹤0.01% | 3082 |
|
|
2016
Q3 | $25K | Sell |
654
-46
| -7% | -$1.83K | ﹤0.01% | 2894 |
|
|
2016
Q2 | $28K | Hold |
700
| – | – | ﹤0.01% | 2546 |
|
|
2016
Q1 | $25K | Buy |
700
+24
| +4% | +$822 | ﹤0.01% | 2595 |
|
|
2015
Q4 | $23K | Buy |
676
+46
| +7% | +$1.42K | ﹤0.01% | 2739 |
|
|
2015
Q3 | $18K | Buy |
+630
| New | +$17.9K | ﹤0.01% | 2795 |
|
|
2015
Q2 | – | Sell |
-90
| Closed | -$2K | – | 1635 |
|
|
2015
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 3860 |
|
|
2014
Q4 | $2K | Sell |
90
-2,000
| -96% | -$48.1K | ﹤0.01% | 3810 |
|
|
2014
Q3 | $44K | Buy |
+2,090
| New | +$46.3K | ﹤0.01% | 2006 |
|
Other funds holding ELS
VPM
VCM
