Second Half Financial Partners’s Equity Lifestyle Properties ELS Stock Holding History

Second Half Financial 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
2024 Q4	–	Sell	-25,050	Closed	-$1.79M	–	100
2024 Q3	$1.79M	Sell	25,050 -16,194	-39%	-$1.14M	0.95%	33
2024 Q2	$2.69M	Sell	41,244 -988	-2%	-$62K	2.15%	15
2024 Q1	$2.72M	Buy	42,232 +195	+0.5%	+$13.1K	1.21%	34
2023 Q4	$2.97M	Sell	42,037 -251	-0.6%	-$17.1K	1.46%	20
2023 Q3	$2.69M	Buy	+42,288	New	+$2.86M	1.34%	16

Other funds holding ELS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Second Half Financial Partners's ELS Position: Q4 2024 in Review

Second Half Financial Partners sold out of Equity Lifestyle Properties (ELS) in Q4 2024, closing a stake of 25,050 shares — an estimated $1.79M sold.

Second Half Financial Partners first reported a position in ELS in Q3 2023 and held it in 5 quarters. The position peaked at $2.97M in Q4 2023. 500 funds tracked by Wall St. Rank hold ELS as of Q4 2024.

Second Half Financial Partners reported no remaining Equity Lifestyle Properties position as of Q4 2024 after selling out during the quarter.
Second Half Financial Partners sold 25,050 Equity Lifestyle Properties shares in Q4 2024, an estimated $1.79M.
Second Half Financial Partners first reported a position in Equity Lifestyle Properties in Q3 2023 and held it in 5 quarters.
Second Half Financial Partners's Equity Lifestyle Properties position peaked at $2.97M in Q4 2023.
500 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.