Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Equity Lifestyle Properties ELS Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-19,035
Closed -$1.16M – 697
2025
Q3 		$1.16M Sell
19,035
-33,023
-63% -$2M ﹤0.01% 808
2025
Q2 		$3.21M Sell
52,058
-3,647
-7% -$233K 0.01% 525
2025
Q1 		$3.72M Sell
55,705
-2,763
-5% -$184K 0.02% 459
2024
Q4 		$3.9M Sell
58,468
-2,922
-5% -$203K 0.02% 449
2024
Q3 		$4.38M Buy
61,390
+34,741
+130% +$2.44M 0.03% 363
2024
Q2 		$1.74M Sell
26,649
-10,030
-27% -$629K 0.01% 449
2024
Q1 		$2.36M Buy
36,679
+11,815
+48% +$792K 0.03% 284
2023
Q4 		$1.75M Sell
24,864
-500
-2% -$34K 0.03% 243
2023
Q3 		$1.62M Sell
25,364
-1,200
-5% -$81K 0.03% 243
2023
Q2 		$1.78M Buy
+26,564
New +$1.77M 0.03% 249

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Aristotle Capital Management
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Victory Capital Management
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Principal Financial Group
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Massachusetts Financial Services
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