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Financial Advocates Investment Management’s Equity Lifestyle Properties ELS Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-5,543
Closed -$342K – 212
2025
Q2 		$342K Buy
+5,543
New +$354K 0.03% 468
2024
Q4 		– Sell
-6,248
Closed -$446K – 770
2024
Q3 		$446K Buy
6,248
+327
+6% +$22.9K 0.03% 488
2024
Q2 		$386K Buy
5,921
+2,815
+91% +$177K 0.02% 505
2024
Q1 		$200K Buy
3,106
+2
+0.1% +$134 0.01% 721
2023
Q4 		$219K Buy
+3,104
New +$211K 0.01% 664

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's ELS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Equity Lifestyle Properties (ELS) in Q3 2025, closing a stake of 5,543 shares — an estimated $342K sold.

Financial Advocates Investment Management first reported a position in ELS in Q4 2023 and held it in 5 quarters. The position peaked at $446K in Q3 2024. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Equity Lifestyle Properties position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,543 Equity Lifestyle Properties shares in Q3 2025, an estimated $342K.
  • Financial Advocates Investment Management first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 5 quarters.
  • Financial Advocates Investment Management's Equity Lifestyle Properties position peaked at $446K in Q3 2024.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.