SEC 13F Intelligence

Surevest, LLC / ELS

Surevest, LLC’s Equity Lifestyle Properties Position

Does Surevest, LLC own Equity Lifestyle Properties (ELS)? Not currently — the last reported position was 34.6K shares worth $2M in Q4 2019; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$2M
Q4 2019
Shares
34.6K
% of Portfolio
+1.04%
Quarters Held
5
position exited

Position History ELS

Reported value by quarter
Q4 ’18: $275,000Q4 ’18Q1 ’19: $680,000Q1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201934.6K$2M+1.04%
Q3 201916.2K$2M+1.06%
Q2 201914.9K$2M+0.94%
Q1 20195.9K$680,000+0.42%
Q4 20182.8K$275,000+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of ELS.