EW
ELS icon

Evoke Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-199
Closed -$13K – 606
2022
Q3 		$13K Sell
199
-1
-0.5% -$72 ﹤0.01% 706
2022
Q2 		$14K Hold
200
– – ﹤0.01% 714
2022
Q1 		$15K Hold
200
– – ﹤0.01% 702
2021
Q4 		$18K Hold
200
– – ﹤0.01% 694
2021
Q3 		$15K Buy
+200
New +$16.4K ﹤0.01% 680
2020
Q1 		– Sell
-780
Closed -$55.1K – 1199
2019
Q4 		$55.1K Hold
780
– – 0.01% 392
2019
Q3 		$52.3K Buy
+780
New +$50.8K 0.01% 454

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM