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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHM Wealth Advisors's ELS Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q1 2025, closing a stake of 10 shares — an estimated $666 sold.

HHM Wealth Advisors first reported a position in ELS in Q1 2022 and held it in 10 quarters. The position peaked at $12K in Q1 2022. 528 funds tracked by Wall St. Rank hold ELS as of Q1 2025.

HHM Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 10 Equity Lifestyle Properties shares in Q1 2025, an estimated $666.
HHM Wealth Advisors first reported a position in Equity Lifestyle Properties in Q1 2022 and held it in 10 quarters.
HHM Wealth Advisors's Equity Lifestyle Properties position peaked at $12K in Q1 2022.
528 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.