FFA
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First Foundation Advisors’s Equity Lifestyle Properties ELS Stock Holding History

First Foundation Advisors’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
-8,115
Closed -$510K – 407
2022
Q3 		$510K Buy
8,115
+111
+1% +$7.98K 0.03% 234
2022
Q2 		$564K Sell
8,004
-568
-7% -$42.4K 0.02% 235
2022
Q1 		$656K Sell
8,572
-351
-4% -$27.1K 0.02% 232
2021
Q4 		$782K Sell
8,923
-290
-3% -$24.4K 0.03% 221
2021
Q3 		$719K Sell
9,213
-1,188
-11% -$97.4K 0.03% 231
2021
Q2 		$773K Sell
10,401
-7,748
-43% -$548K 0.03% 235
2021
Q1 		$1.16M Sell
18,149
-1,232
-6% -$76.6K 0.05% 186
2020
Q4 		$1.23M Buy
19,381
+6,984
+56% +$431K 0.05% 170
2020
Q3 		$760K Buy
+12,397
New +$803K 0.04% 200

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