Heritage Wealth Advisors Equity Lifestyle Properties Inc Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 12, 2024	BUY	$63.17 - $69.43 $20,467 - $22,495	324 New	324 $21,000
Q3 2022 Dec 12, 2024	BUY	$62.29 - $77.01 $20,181 - $24,951	324 New	324 $20,000
Q2 2020 Jul 17, 2020	SELL	$52.37 - $66.68 $140,142 - $178,435	-2,676 Reduced 89.2%	324 $20,000
Q2 2020 Jul 17, 2020	BUY	$52.37 - $66.68 $140,142 - $178,435	2,676 Added 825.93%	3,000 $20,000
Q4 2019 Feb 04, 2020	BUY	$66.82 - $74.08 $10,824 - $12,000	162 Added 100.0%	324 $22,000
Q2 2019 Aug 05, 2019	BUY	$56.15 - $62.2 $9,096 - $10,076	162 New	162 $0

Others Institutions Holding ELS

# of Institutions

511

Shares Held

180M

Call Options Held

34.4K

Put Options Held

100

Vanguard Group Inc Valley Forge, PA

25.1M
Shares

$1.67 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

24.1M
Shares

$1.61 Billion
0.04% of portfolio
Aristotle Capital Management, LLC Los Angeles, CA

10.6M
Shares

$708 Million
1.46% of portfolio
State Street Corp Boston, MA

9.9M
Shares

$661 Million
0.03% of portfolio
Cohen & Steers, Inc. New York, NY

7.51M
Shares

$501 Million
0.95% of portfolio

About EQUITY LIFESTYLE PROPERTIES INC

Ticker ELS
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 186,111,008
Market Cap $12.4B
Description
We are a self-administered, self-managed real estate investment trust (?REIT?) with headquarters in Chicago. As of January 25, 2021, we own or have an interest in 423 quality properties in 33 states and British Columbia consisting of 161,229 sites.

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