Seven Post Investment Office’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
191,726
+1,541
| +0.8% | +$95K | 4.45% | 7 |
|
|
2025
Q1 | $12.7M | Buy |
190,185
+1,387
| +0.7% | +$92.5K | 4.85% | 7 |
|
|
2024
Q4 | $12.6M | Buy |
188,798
+1,344
| +0.7% | +$89.5K | 4.81% | 7 |
|
|
2024
Q3 | $13.4M | Buy |
187,454
+1,359
| +0.7% | +$97K | 2.02% | 12 |
|
|
2024
Q2 | $12.1M | Buy |
186,095
+1,411
| +0.8% | +$91.9K | 2.25% | 10 |
|
|
2024
Q1 | $11.9M | Buy |
184,684
+1,164
| +0.6% | +$75K | 2.9% | 8 |
|
|
2023
Q4 | $12.9M | Buy |
183,520
+1,262
| +0.7% | +$89K | 3.26% | 7 |
|
|
2023
Q3 | $11.6M | Buy |
182,258
+1,208
| +0.7% | +$77K | 3.21% | 8 |
|
|
2023
Q2 | $12.1M | Hold |
181,050
| – | – | 3.69% | 6 |
|
|
2023
Q1 | $12.2M | Hold |
181,050
| – | – | 4.39% | 6 |
|
|
2022
Q4 | $11.7M | Hold |
181,050
| – | – | 4.11% | 6 |
|
|
2022
Q3 | $11.4M | Hold |
181,050
| – | – | 4.43% | 6 |
|
|
2022
Q2 | $12.8M | Hold |
181,050
| – | – | 4.74% | 5 |
|
|
2022
Q1 | $13.8M | Sell |
181,050
-104,300
| -37% | -$7.98M | 4.22% | 6 |
|
|
2021
Q4 | $25M | Hold |
285,350
| – | – | 6.76% | 5 |
|
|
2021
Q3 | $22.3M | Buy |
285,350
+850
| +0.3% | +$66.4K | 6.93% | 4 |
|
|
2021
Q2 | $21.1M | Hold |
284,500
| – | – | 6.39% | 4 |
|
|
2021
Q1 | $18.1M | Buy |
284,500
+184,300
| +184% | +$11.7M | 6.33% | 4 |
|
|
2020
Q4 | $6.35M | Sell |
100,200
-8,100
| -7% | -$513K | 2.58% | 6 |
|
|
2020
Q3 | $6.64M | Buy |
108,300
+7,040
| +7% | +$432K | 2.62% | 7 |
|
|
2020
Q2 | $6.33M | Buy |
101,260
+1,060
| +1% | +$66.2K | 2.68% | 7 |
|
|
2020
Q1 | $5.76M | Buy |
+100,200
| New | +$5.76M | 3.02% | 7 |
|