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ELS in the 13F filings

Equity Lifestyle Pptys Inc · CUSIP 29472R108

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 9 listed it in both
Shares listed
11,755,362
combined, among listed positions
Reported value
$784m
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ELS in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
T. Rowe Price Associates Inc3,804,405$254munder 0.1%Trimmed-2,730,81414 May 2025 (the filing on sec.gov)
MFS Investment Management2,317,494$155m0.05%Trimmed-883,5832 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,318,506$88m0.15%Added+517,62715 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,098,712$73munder 0.1%Trimmed-136,91715 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP983,803$66m0.05%Added+268,62214 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC808,168$54m0.20%Added+311,97315 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC756,793$50munder 0.1%Trimmed-293,20227 Oct 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP239,232$16m0.16%Trimmed-71,10214 May 2025 (the filing on sec.gov)
Tudor Investment Corp224,767$15munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC121,215$8.1munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Holocene Advisors LP82,267$5.5munder 0.1%Added+36,59615 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ELS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$753mn.a.n.a.
Q3 20137$727mn.a.n.a.
Q4 20135$735mn.a.n.a.
Q1 20147$810mn.a.n.a.
Q2 20144$841mn.a.n.a.
Q3 20145$815mn.a.n.a.
Q4 20148$1.0bnn.a.n.a.
Q1 20159$1.1bnn.a.n.a.
Q2 20157$1.1bnn.a.n.a.
Q3 20158$1.2bnn.a.n.a.
Q4 20156$1.3bnn.a.n.a.
Q1 20168$1.5bnn.a.n.a.
Q2 20168$1.6bnn.a.n.a.
Q3 20168$1.5bnn.a.n.a.
Q4 201610$1.4bnn.a.n.a.
Q1 20177$1.4bnn.a.n.a.
Q2 20176$1.6bnn.a.n.a.
Q3 20177$1.5bnn.a.n.a.
Q4 20176$1.5bnn.a.n.a.
Q1 20188$1.5bnn.a.n.a.
Q2 20189$1.5bnn.a.n.a.
Q3 201810$1.7bnn.a.n.a.
Q4 20189$1.6bnn.a.n.a.
Q1 201911$1.8bnn.a.n.a.
Q2 201910$1.9bnn.a.n.a.
Q3 201913$2.4bnn.a.n.a.
Q4 20199$2.1bnn.a.n.a.
Q1 202013$1.5bnn.a.n.a.
Q2 202013$1.6bnn.a.n.a.
Q3 202016$1.4bnn.a.n.a.
Q4 202014$1.3bnn.a.n.a.
Q1 202116$1.7bnn.a.n.a.
Q2 202114$2.2bnn.a.n.a.
Q3 202112$2.5bnn.a.n.a.
Q4 202115$2.9bnn.a.n.a.
Q1 202213$2.3bnn.a.n.a.
Q2 202213$2.2bnn.a.n.a.
Q3 202211$1.7bnn.a.n.a.
Q4 20229$1.9bnn.a.n.a.
Q1 202310$1.7bnn.a.n.a.
Q2 20238$2.0bnn.a.n.a.
Q3 20239$1.8bnn.a.n.a.
Q4 20238$1.9bn35
Q1 202413$1.4bn103
Q2 202415$1.2bn105
Q3 202411$1.1bn47
Q4 202412$987m83
Q1 202511$784m66
Q2 202511$738m84
Q3 20258$849m62
Q4 20256$1.4bn1215
Q1 20267$1.6bn1613
Q2 20266$1.5bn1016

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ELS and WELL →ELS and EQIX →ELS and PLD →Choose a stock to compare with ELS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ELS, latest filings →Back to the 13F Explorer →