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WealthPLAN Partners’s Equity Lifestyle Properties ELS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-47
Closed -$3.14K – 531
2023
Q2 		$3.14K Buy
+47
New +$3.13K ﹤0.01% 992

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's ELS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Equity Lifestyle Properties (ELS) in Q3 2023, closing a stake of 47 shares — an estimated $3.14K sold.

WealthPLAN Partners first reported a position in ELS in Q2 2023 and held it in 1 quarter. The position peaked at $3.14K in Q2 2023. 429 funds tracked by Wall St. Rank hold ELS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Equity Lifestyle Properties position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 47 Equity Lifestyle Properties shares in Q3 2023, an estimated $3.14K.
  • WealthPLAN Partners first reported a position in Equity Lifestyle Properties in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Equity Lifestyle Properties position peaked at $3.14K in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.