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Bogart Wealth LLC’s Equity Lifestyle Properties ELS Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$3.87K Buy
62
+46
+288% +$2.98K ﹤0.01% 1131
2025
Q4 		$970 Hold
16
– – ﹤0.01% 1334
2025
Q3 		$971 Buy
+16
New +$971 ﹤0.01% 1293
2025
Q2 		– Sell
-15
Closed -$1K – 1476
2025
Q1 		$1K Buy
+15
New +$1K ﹤0.01% 1180
2024
Q3 		– Sell
-56
Closed -$3.64K – 1152
2024
Q2 		$3.64K Buy
56
+1
+2% +$63 ﹤0.01% 846
2024
Q1 		$3.57K Hold
55
– – ﹤0.01% 830
2023
Q4 		$3.89K Hold
55
– – ﹤0.01% 799
2023
Q3 		$3.49K Buy
55
+1
+2% +$68 ﹤0.01% 798
2023
Q2 		$3.64K Hold
54
– – ﹤0.01% 785
2023
Q1 		$3.63K Buy
+54
New +$3.67K ﹤0.01% 798

Other funds holding ELS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return