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Retirement Wealth Solutions’s Equity Lifestyle Properties ELS Stock Holding History

Retirement Wealth Solutions’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
2026
Q2 		$1.35K Sell
21
-19
-48% -$1.2K ﹤0.01% 588
2026
Q1 		$2.5K Buy
40
+23
+135% +$1.49K ﹤0.01% 458
2025
Q4 		$1.03K Buy
17
+10
+143% +$618 ﹤0.01% 578
2025
Q3 		$425 Buy
+7
New +$425 ﹤0.01% 708

Other funds holding ELS

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return