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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Foundation Advisors's ELS Position: Q4 2022 in Review

First Foundation Advisors sold out of Equity Lifestyle Properties (ELS) in Q4 2022, closing a stake of 8,115 shares — an estimated $510K sold.

First Foundation Advisors first reported a position in ELS in Q3 2020 and held it in 9 quarters. The position peaked at $1.23M in Q4 2020. 408 funds tracked by Wall St. Rank hold ELS as of Q4 2022.

First Foundation Advisors reported no remaining Equity Lifestyle Properties position as of Q4 2022 after selling out during the quarter.
First Foundation Advisors sold 8,115 Equity Lifestyle Properties shares in Q4 2022, an estimated $510K.
First Foundation Advisors first reported a position in Equity Lifestyle Properties in Q3 2020 and held it in 9 quarters.
First Foundation Advisors's Equity Lifestyle Properties position peaked at $1.23M in Q4 2020.
408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2022.

Based on First Foundation Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.