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Tortoise Investment Management’s Equity Lifestyle Properties ELS Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-12
Closed -$728 – 601
2025
Q3 		$728 Buy
12
+2
+20% +$121 ﹤0.01% 1117
2025
Q2 		$617 Buy
+10
New +$638 ﹤0.01% 1055
2024
Q3 		– Sell
-35
Closed -$2.28K – 898
2024
Q2 		$2.28K Hold
35
– – ﹤0.01% 772
2024
Q1 		$2.25K Buy
35
+6
+21% +$402 ﹤0.01% 764
2023
Q4 		$2.05K Hold
29
– – ﹤0.01% 706
2023
Q3 		$1.85K Buy
29
+5
+21% +$338 ﹤0.01% 707
2023
Q2 		$1.6K Hold
24
– – ﹤0.01% 715
2023
Q1 		$1.61K Hold
24
– – ﹤0.01% 708
2022
Q4 		$1.55K Buy
24
+9
+60% +$570 ﹤0.01% 707
2022
Q3 		$1K Sell
15
-21
-58% -$1.51K ﹤0.01% 725
2022
Q2 		$3K Buy
+36
New +$2.69K ﹤0.01% 643

Other funds holding ELS

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return