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FFT Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

FFT Wealth Management’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
Q1 		– Sell
-3,739
Closed -$249K – 134
2024
Q4 		$249K Buy
3,739
+41
+1% +$2.84K 0.02% 167
2024
Q3 		$264K Hold
3,698
– – 0.02% 146
2024
Q2 		$241K Buy
3,698
+6
+0.2% +$376 0.02% 139
2024
Q1 		$238K Buy
3,692
+446
+14% +$29.9K 0.02% 139
2023
Q4 		$229K Buy
+3,246
New +$221K 0.02% 121
2021
Q3 		– Sell
-430
Closed -$32K – 147
2021
Q2 		$32K Buy
+430
New +$30.4K 0.01% 152

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FFT Wealth Management's ELS Position: Q1 2025 in Review

FFT Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q1 2025, closing a stake of 3,739 shares — an estimated $249K sold.

FFT Wealth Management first reported a position in ELS in Q2 2021 and held it in 6 quarters. The position peaked at $264K in Q3 2024. 528 funds tracked by Wall St. Rank hold ELS as of Q1 2025.

  • FFT Wealth Management reported no remaining Equity Lifestyle Properties position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 3,739 Equity Lifestyle Properties shares in Q1 2025, an estimated $249K.
  • FFT Wealth Management first reported a position in Equity Lifestyle Properties in Q2 2021 and held it in 6 quarters.
  • FFT Wealth Management's Equity Lifestyle Properties position peaked at $264K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.