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

Hemington 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
Q3 		$1K Hold
31
– – ﹤0.01% 1423
2025
Q2 		$1K Sell
31
-24
-44% -$1.53K ﹤0.01% 1400
2025
Q1 		$3K Sell
55
-1
-2% -$67 ﹤0.01% 1181
2024
Q4 		$3K Hold
56
– – ﹤0.01% 1158
2024
Q3 		$3K Buy
+56
New +$3.93K ﹤0.01% 1063

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 $47.7B AUM 13.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $1.88T 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

Hemington Wealth Management's ELS Position: Q3 2025 in Review

Hemington Wealth Management held its Equity Lifestyle Properties (ELS) position steady in Q3 2025 at 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Hemington Wealth Management first reported a position in ELS in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q1 2025. 496 funds tracked by Wall St. Rank hold ELS as of Q3 2025.

  • Hemington Wealth Management held 31 shares of Equity Lifestyle Properties worth $1K as of Q3 2025.
  • Hemington Wealth Management left its Equity Lifestyle Properties share count unchanged in Q3 2025.
  • Equity Lifestyle Properties made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1423 holding.
  • Hemington Wealth Management first reported a position in Equity Lifestyle Properties in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Equity Lifestyle Properties position peaked at $3K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.