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

Dogwood 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
Q2 		$16K Buy
248
+175
+240% +$11.1K 0.01% 290
2026
Q1 		$4.56K Sell
73
-15
-17% -$972 ﹤0.01% 494
2025
Q4 		$5.33K Buy
88
+46
+110% +$2.84K ﹤0.01% 409
2025
Q3 		$2.55K Sell
42
-218
-84% -$13.2K ﹤0.01% 498
2025
Q2 		$16.1K Buy
+260
New +$16.6K 0.01% 202
2024
Q3 		– Hold
0
– – – 545
2024
Q2 		– Hold
0
– – – 578
2024
Q1 		– Hold
0
– – – 581
2023
Q4 		– Hold
0
– – – 536

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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 $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dogwood Wealth Management's ELS Position: Q2 2026 in Review

Dogwood Wealth Management increased its Equity Lifestyle Properties (ELS) stake by 240% in Q2 2026, buying an estimated $11.1K and bringing the position to 248 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #290.

Dogwood Wealth Management first reported a position in ELS in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.1K in Q2 2025. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Dogwood Wealth Management held 248 shares of Equity Lifestyle Properties worth $16K as of Q2 2026.
  • Dogwood Wealth Management bought 175 Equity Lifestyle Properties shares in Q2 2026, an estimated $11.1K.
  • Equity Lifestyle Properties made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Dogwood Wealth Management first reported a position in Equity Lifestyle Properties in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Equity Lifestyle Properties position peaked at $16.1K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.