Destination Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Destination Wealth Management’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	$248K	Buy	3,979 +155	+4%	+$10K	0.01%	279
2025 Q4	$232K	Buy	3,824 +31	+0.8%	+$1.92K	0.01%	270
2025 Q3	$230K	Buy	3,793 +2	+0.1%	+$121	0.01%	245
2025 Q2	$234K	Buy	3,791 +60	+2%	+$3.83K	0.01%	234
2025 Q1	$249K	Buy	3,731 +27	+0.7%	+$1.8K	0.01%	217
2024 Q4	$247K	Buy	3,704 +26	+0.7%	+$1.8K	0.01%	217
2024 Q3	$262K	Buy	+3,678	New	+$258K	0.01%	200
2019 Q3	–	Sell	-428	Closed	-$26K	–	239
2019 Q2	$26K	Buy	+428	New	+$25.4K	﹤0.01%	357

Other funds holding ELS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's ELS Position: Q1 2026 in Review

Destination Wealth Management increased its Equity Lifestyle Properties (ELS) stake by 4.1% in Q1 2026, buying an estimated $10K and bringing the position to 3,979 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #279.

Destination Wealth Management first reported a position in ELS in Q2 2019 and has held it in 8 quarters since. The position peaked at $262K in Q3 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Destination Wealth Management held 3,979 shares of Equity Lifestyle Properties worth $248K as of Q1 2026.
Destination Wealth Management bought 155 Equity Lifestyle Properties shares in Q1 2026, an estimated $10K.
Equity Lifestyle Properties made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #279 holding.
Destination Wealth Management first reported a position in Equity Lifestyle Properties in Q2 2019 and has held it in 8 quarters since.
Destination Wealth Management's Equity Lifestyle Properties position peaked at $262K in Q3 2024.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.