Wipfli Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$25K	Buy	+402	New	+$28.9K	﹤0.01%	1465

Other funds holding ELS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Wipfli Financial Advisors's ELS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Equity Lifestyle Properties (ELS) in Q3 2022: 402 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings.

417 funds tracked by Wall St. Rank hold ELS as of Q3 2022.

Wipfli Financial Advisors held 402 shares of Equity Lifestyle Properties worth $25K as of Q3 2022.
Equity Lifestyle Properties was a new Wipfli Financial Advisors position in Q3 2022.
Equity Lifestyle Properties made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1465 holding.
417 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.