Ownership history in AE Wealth Management LLC · 3 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in EQUITY LIFESTYLE PPTYS INC (ELS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,249 | +44 | +1.0% | 0.00% | $258K | $60.19 |
| 2025 Q2 | REDUCED | 4,205 | -367 | -8.0% | 0.00% | $259K | $60.63 |
| 2025 Q1 | INITIATED | 4,572 | — | — | 0.00% | $305K | $65.04 |
As of 2025 Q4 — sorted by position size