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Kapitalo Investimentos’s Equity Lifestyle Properties ELS Stock Holding History

Kapitalo Investimentos’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
-5,133
Closed -$342K – 163
2024
Q4 		$342K Buy
+5,133
New +$356K 0.23% 39
2024
Q1 		– Sell
-6,133
Closed -$433K – 351
2023
Q4 		$433K Buy
6,133
+4,511
+278% +$307K 0.09% 126
2023
Q3 		$103K Buy
+1,622
New +$110K 0.01% 395

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Kapitalo Investimentos's ELS Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Equity Lifestyle Properties (ELS) in Q1 2025, closing a stake of 5,133 shares — an estimated $342K sold.

Kapitalo Investimentos first reported a position in ELS in Q3 2023 and held it in 3 quarters. The position peaked at $433K in Q4 2023. 527 funds tracked by Wall St. Rank hold ELS as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Equity Lifestyle Properties position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,133 Equity Lifestyle Properties shares in Q1 2025, an estimated $342K.
  • Kapitalo Investimentos first reported a position in Equity Lifestyle Properties in Q3 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Equity Lifestyle Properties position peaked at $433K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.