HWA
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HHM Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

HHM 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
Q1 		– Sell
-10
Closed -$666 – 960
2024
Q4 		$666 Buy
+10
New +$693 ﹤0.01% 900
2024
Q2 		– Sell
-113
Closed -$7.28K – 802
2024
Q1 		$7.28K Hold
113
– – ﹤0.01% 577
2023
Q4 		$7.97K Hold
113
– – ﹤0.01% 551
2023
Q3 		$7.2K Hold
113
– – ﹤0.01% 568
2023
Q2 		$7.56K Sell
113
-20
-15% -$1.33K ﹤0.01% 585
2023
Q1 		$8.93K Buy
133
+27
+25% +$1.83K ﹤0.01% 545
2022
Q4 		$6.85K Buy
106
+19
+22% +$1.2K ﹤0.01% 501
2022
Q3 		$5K Sell
87
-66
-43% -$4.74K ﹤0.01% 524
2022
Q2 		$11K Hold
153
– – ﹤0.01% 513
2022
Q1 		$12K Buy
+153
New +$11.8K ﹤0.01% 517

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return