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Householder Group Estate & Retirement Specialist’s Equity Lifestyle Properties ELS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-73
Closed -$5K – 727
2024
Q3 		$5K Buy
73
+1
+1% +$70 ﹤0.01% 924
2024
Q2 		$4K Buy
72
+1
+1% +$63 ﹤0.01% 958
2024
Q1 		$4.63K Hold
71
– – ﹤0.01% 942
2023
Q4 		$5K Buy
71
+1
+1% +$68 ﹤0.01% 885
2023
Q3 		$4.52K Buy
+70
New +$4.73K ﹤0.01% 957
2023
Q1 		$5K Buy
70
+1
+1% +$68 ﹤0.01% 950
2022
Q4 		$4K Hold
69
– – 0.01% 286
2022
Q3 		$4K Buy
+69
New +$4.96K ﹤0.01% 889

Other funds holding ELS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ELS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Equity Lifestyle Properties (ELS) in Q4 2024, closing a stake of 73 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in ELS in Q3 2022 and held it in 8 quarters. The position peaked at $5K in Q3 2024. 500 funds tracked by Wall St. Rank hold ELS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Equity Lifestyle Properties position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 73 Equity Lifestyle Properties shares in Q4 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Equity Lifestyle Properties in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Equity Lifestyle Properties position peaked at $5K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.