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Kingswood Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Kingswood 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
-3,051
Closed -$203K – 753
2024
Q4 		$203K Buy
+3,051
New +$212K 0.02% 732

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

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

Kingswood Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q1 2025, closing a stake of 3,051 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in ELS in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 527 funds tracked by Wall St. Rank hold ELS as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,051 Equity Lifestyle Properties shares in Q1 2025, an estimated $203K.
  • Kingswood Wealth Advisors first reported a position in Equity Lifestyle Properties in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Equity Lifestyle Properties position peaked at $203K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.