Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Equity Lifestyle Properties ELS Stock Holding History

Carson Wealth (CWM 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 		$216K Buy
3,453
+706
+26% +$45.7K ﹤0.01% 2677
2025
Q4 		$166K Buy
2,747
+1,145
+71% +$70.8K ﹤0.01% 2715
2025
Q3 		$97K Sell
1,602
-17,176
-91% -$1.04M ﹤0.01% 3013
2025
Q2 		$1.16M Buy
18,778
+15,569
+485% +$993K ﹤0.01% 1176
2025
Q1 		$214K Buy
3,209
+1,175
+58% +$78.5K ﹤0.01% 1879
2024
Q4 		$135K Sell
2,034
-333
-14% -$23.1K ﹤0.01% 2077
2024
Q3 		$169K Buy
2,367
+493
+26% +$34.6K ﹤0.01% 1848
2024
Q2 		$122K Sell
1,874
-174
-8% -$10.9K ﹤0.01% 1850
2024
Q1 		$132K Buy
2,048
+49
+2% +$3.29K ﹤0.01% 1721
2023
Q4 		$141K Sell
1,999
-30
-1% -$2.04K ﹤0.01% 1577
2023
Q3 		$129K Buy
2,029
+198
+11% +$13.4K ﹤0.01% 1497
2023
Q2 		$122K Buy
1,831
+275
+18% +$18.3K ﹤0.01% 1468
2023
Q1 		$104K Buy
1,556
+216
+16% +$14.7K ﹤0.01% 1473
2022
Q4 		$87K Buy
1,340
+925
+223% +$58.6K ﹤0.01% 1437
2022
Q3 		$26K Sell
415
-91
-18% -$6.54K ﹤0.01% 2053
2022
Q2 		$36K Sell
506
-42
-8% -$3.13K ﹤0.01% 1779
2022
Q1 		$42K Buy
548
+88
+19% +$6.79K ﹤0.01% 1678
2021
Q4 		$40K Buy
+460
New +$38.7K ﹤0.01% 1663
2021
Q2 		$28K Hold
379
– – ﹤0.01% 1638
2021
Q1 		$28K Hold
379
– – ﹤0.01% 1638
2020
Q4 		$28K Hold
379
– – ﹤0.01% 1638
2020
Q3 		$28K Hold
379
– – ﹤0.01% 1638
2020
Q2 		$28K Hold
379
– – ﹤0.01% 1638
2020
Q1 		$28K Hold
379
– – ﹤0.01% 1638
2019
Q4 		$28K Sell
379
-379
-50% -$26.4K ﹤0.01% 1638
2019
Q3 		$28K Hold
758
– – ﹤0.01% 1638
2019
Q2 		$28K Hold
758
– – ﹤0.01% 1638
2019
Q1 		$28K Buy
+758
New +$40.6K ﹤0.01% 1638
2018
Q1 		– Sell
-212
Closed -$9K – 1439
2017
Q4 		$9K Buy
212
+62
+41% +$2.76K ﹤0.01% 908
2017
Q3 		$6K Buy
+150
New +$6.53K ﹤0.01% 1022

Other funds holding ELS

BlackRock
BlackRock New York $5.72T 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 $204B AUM 27.99% 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

Carson Wealth (CWM LLC)'s ELS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Equity Lifestyle Properties (ELS) stake by 26% in Q1 2026, buying an estimated $45.7K and bringing the position to 3,453 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Carson Wealth (CWM LLC) first reported a position in ELS in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.16M in Q2 2025. 494 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,453 shares of Equity Lifestyle Properties worth $216K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 706 Equity Lifestyle Properties shares in Q1 2026, an estimated $45.7K.
  • Equity Lifestyle Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2677 holding.
  • Carson Wealth (CWM LLC) first reported a position in Equity Lifestyle Properties in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Equity Lifestyle Properties position peaked at $1.16M in Q2 2025.
  • 494 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.