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LGT Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

LGT Financial 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
-44
Closed -$2.93K – 432
2024
Q4 		$2.93K Sell
44
-68
-61% -$4.71K 0.01% 647
2024
Q3 		$7.99K Hold
112
– – 0.02% 453
2024
Q2 		$7.29K Buy
+112
New +$7.03K 0.02% 533

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LGT Financial Advisors's ELS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Equity Lifestyle Properties (ELS) in Q1 2025, closing a stake of 44 shares — an estimated $2.93K sold.

LGT Financial Advisors first reported a position in ELS in Q2 2024 and held it in 3 quarters. The position peaked at $7.99K in Q3 2024. 529 funds tracked by Wall St. Rank hold ELS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Equity Lifestyle Properties position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 44 Equity Lifestyle Properties shares in Q1 2025, an estimated $2.93K.
  • LGT Financial Advisors first reported a position in Equity Lifestyle Properties in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Equity Lifestyle Properties position peaked at $7.99K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.