Institutional & Family Asset Management, LLC Equity Lifestyle Properties Inc Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 07, 2022	BUY	$62.29 - $77.01 $1,245 - $1,540	20 Added 25.64%	98 $6,000
Q2 2022 Aug 08, 2022	BUY	$68.31 - $82.74 $1,161 - $1,406	17 Added 27.87%	78 $5,000
Q1 2020 May 14, 2020	BUY	$45.24 - $77.28 $407 - $695	9 Added 17.31%	61 $4,000
Q4 2019 Feb 14, 2020	BUY	$66.82 - $74.08 $1,737 - $1,926	26 Added 100.0%	52 $4,000
Q2 2019 Aug 14, 2019	BUY	$56.15 - $62.2 $280 - $311	5 Added 23.81%	26 $3,000
Q1 2018 May 14, 2018	BUY	$40.78 - $44.2 $856 - $928	21 New	21 $2,000

Others Institutions Holding ELS

# of Institutions

507

Shares Held

173M

Call Options Held

34.4K

Put Options Held

100

Vanguard Group Inc Valley Forge, PA

24.7M
Shares

$1.64 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

$707 Million
1.46% of portfolio
State Street Corp Boston, MA

9.9M
Shares

$660 Million
0.03% of portfolio
Cohen & Steers, Inc. New York, NY

7.51M
Shares

$500 Million
0.95% of portfolio

View Full List

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.

More about ELS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account