Northwest & Ethical Investments’s Equity Lifestyle Properties ELS Stock Holding History

Northwest & Ethical Investments’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
2021 Q1	–	Sell	-34,864	Closed	-$2.21M	–	419
2020 Q4	$2.21M	Hold	34,864	–	–	0.08%	247
2020 Q3	$2.14M	Sell	34,864 -3,120	-8%	-$202K	0.09%	231
2020 Q2	$2.37M	Hold	37,984	–	–	0.11%	215
2020 Q1	$2.18M	Hold	37,984	–	–	0.13%	198
2019 Q4	$2.67M	Hold	37,984	–	–	0.12%	218
2019 Q3	$2.54M	Sell	37,984 -14,614	-28%	-$952K	0.12%	215
2019 Q2	$3.19M	Buy	+52,598	New	+$3.12M	0.16%	180

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northwest & Ethical Investments's ELS Position: Q1 2021 in Review

Northwest & Ethical Investments sold out of Equity Lifestyle Properties (ELS) in Q1 2021, closing a stake of 34,864 shares — an estimated $2.21M sold.

Northwest & Ethical Investments first reported a position in ELS in Q2 2019 and held it in 7 quarters. The position peaked at $3.19M in Q2 2019. 416 funds tracked by Wall St. Rank hold ELS as of Q1 2021.

Northwest & Ethical Investments reported no remaining Equity Lifestyle Properties position as of Q1 2021 after selling out during the quarter.
Northwest & Ethical Investments sold 34,864 Equity Lifestyle Properties shares in Q1 2021, an estimated $2.21M.
Northwest & Ethical Investments first reported a position in Equity Lifestyle Properties in Q2 2019 and held it in 7 quarters.
Northwest & Ethical Investments's Equity Lifestyle Properties position peaked at $3.19M in Q2 2019.
416 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2021.

Based on Northwest & Ethical Investments's 13F filing for Q1 2021, filed 9 Jul 2025.