Institutional & Family Asset Management’s Equity Lifestyle Properties ELS Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-98	Closed	-$6K	–	743
2022 Q3	$6K	Buy	98 +20	+26%	+$1.44K	﹤0.01%	449
2022 Q2	$5K	Buy	78 +17	+28%	+$1.27K	﹤0.01%	486
2022 Q1	$5K	Hold	61	–	–	﹤0.01%	540
2021 Q4	$5K	Hold	61	–	–	﹤0.01%	558
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	653
2021 Q2	$5K	Hold	61	–	–	﹤0.01%	703
2021 Q1	$4K	Hold	61	–	–	﹤0.01%	715
2020 Q4	$4K	Hold	61	–	–	﹤0.01%	667
2020 Q3	$4K	Hold	61	–	–	﹤0.01%	609
2020 Q2	$4K	Hold	61	–	–	﹤0.01%	601
2020 Q1	$4K	Buy	61 +9	+17%	+$614	﹤0.01%	555
2019 Q4	$4K	Hold	52	–	–	﹤0.01%	616
2019 Q3	$3K	Hold	52	–	–	﹤0.01%	621
2019 Q2	$3K	Buy	52 +10	+24%	+$592	﹤0.01%	655
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	703
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	677
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	729
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	713
2018 Q1	$2K	Buy	+42	New	+$1.79K	﹤0.01%	706

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

Institutional & Family Asset Management's ELS Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Equity Lifestyle Properties (ELS) in Q4 2022, closing a stake of 98 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in ELS in Q1 2018 and held it in 19 quarters. The position peaked at $6K in Q3 2022. 408 funds tracked by Wall St. Rank hold ELS as of Q4 2022.

Institutional & Family Asset Management reported no remaining Equity Lifestyle Properties position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 98 Equity Lifestyle Properties shares in Q4 2022, an estimated $6K.
Institutional & Family Asset Management first reported a position in Equity Lifestyle Properties in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Equity Lifestyle Properties position peaked at $6K in Q3 2022.
408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.