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Prospera Financial Services’s Equity Lifestyle Properties ELS Stock Holding History

Prospera Financial Services’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
2024
Q2 		– Sell
-3,451
Closed -$222K – 1151
2024
Q1 		$222K Buy
+3,451
New +$231K 0.01% 1004
2022
Q2 		– Sell
-29
Closed -$2K – 1880
2022
Q1 		$2K Buy
+29
New +$2.24K ﹤0.01% 2464
2020
Q4 		– Sell
-48
Closed -$3K – 909
2020
Q3 		$3K Buy
+48
New +$3.11K ﹤0.01% 1375

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's ELS Position: Q2 2024 in Review

Prospera Financial Services sold out of Equity Lifestyle Properties (ELS) in Q2 2024, closing a stake of 3,451 shares — an estimated $222K sold.

Prospera Financial Services first reported a position in ELS in Q3 2020 and held it in 3 quarters. The position peaked at $222K in Q1 2024. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2024.

  • Prospera Financial Services reported no remaining Equity Lifestyle Properties position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 3,451 Equity Lifestyle Properties shares in Q2 2024, an estimated $222K.
  • Prospera Financial Services first reported a position in Equity Lifestyle Properties in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Equity Lifestyle Properties position peaked at $222K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.