IAG
ELS icon

Investmark Advisory Group’s Equity Lifestyle Properties ELS Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-254
Closed -$22K – 155
2021
Q4 		$22K Buy
+254
New +$21.4K 0.02% 211

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Investmark Advisory Group's ELS Position: Q1 2022 in Review

Investmark Advisory Group sold out of Equity Lifestyle Properties (ELS) in Q1 2022, closing a stake of 254 shares — an estimated $22K sold.

Investmark Advisory Group first reported a position in ELS in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 412 funds tracked by Wall St. Rank hold ELS as of Q1 2022.

  • Investmark Advisory Group reported no remaining Equity Lifestyle Properties position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 254 Equity Lifestyle Properties shares in Q1 2022, an estimated $22K.
  • Investmark Advisory Group first reported a position in Equity Lifestyle Properties in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Equity Lifestyle Properties position peaked at $22K in Q4 2021.
  • 412 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.