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Heartwood Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-19
Closed -$1.15K – 326
2025
Q3 		$1.15K Buy
+19
New +$1.15K ﹤0.01% 540

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's ELS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 19 shares — an estimated $1.15K sold.

Heartwood Wealth Advisors first reported a position in ELS in Q3 2025 and held it in 1 quarter. The position peaked at $1.15K in Q3 2025. 501 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 19 Equity Lifestyle Properties shares in Q4 2025, an estimated $1.15K.
  • Heartwood Wealth Advisors first reported a position in Equity Lifestyle Properties in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Equity Lifestyle Properties position peaked at $1.15K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.