EQUITY LIFESTYLE PPTYS INC ELS
COM · REIT · CUSIP 29472R108 · ISIN US29472R1086
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersChicago, IL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($39.0m this quarter). Holder counts are more reliable. Shares outstanding: 193.9m as of 2026-04-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $62.49. Options: 5 managers hold calls ($10.2m notional), 3 hold puts ($1.0m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 418 |
| Q4 2022 | 407 |
| Q1 2023 | 420 |
| Q2 2023 | 419 |
| Q3 2023 | 431 |
| Q4 2023 | 449 |
| Q1 2024 | 460 |
| Q2 2024 | 479 |
| Q3 2024 | 491 |
| Q4 2024 | 501 |
| Q1 2025 | 530 |
| Q2 2025 | 519 |
| Q3 2025 | 496 |
| Q4 2025 | 502 |
| Q1 2026 | 496 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 231 | 235 |
| Q3 2024 | 241 | 218 |
| Q4 2024 | 240 | 226 |
| Q1 2025 | 281 | 228 |
| Q2 2025 | 285 | 240 |
| Q3 2025 | 241 | 252 |
| Q4 2025 | 220 | 247 |
| Q1 2026 | 244 | 249 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $314.3k | $381.9k | 1.21 |
| Q3 2025 | $11.8m | $400.1k | 0.03 |
| Q4 2025 | $24.3m | $830.4k | 0.03 |
| Q1 2026 | $10.2m | $1.0m | 0.10 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.8m |
| JPMORGAN CHASE & CO | Added | +1.1m |
| JANE STREET GROUP, LLC | New | +888.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +669.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +572.2k |
| APG Asset Management US Inc. | New | +481.7k |
| COHEN & STEERS, INC. | Added | +417.0k |
| Qube Research & Technologies Ltd | New | +405.1k |
| BANK OF AMERICA CORP /DE/ | Added | +388.8k |
| CITADEL ADVISORS LLC | Added | +382.5k |
Biggest sellers
| BlackRock, Inc. | Reduced | -3.0m |
| STATE STREET CORP | Reduced | -1.3m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.2m |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -943.9k |
| HSBC HOLDINGS PLC | Reduced | -579.8k |
| UBS Group AG | Reduced | -509.3k |
| Schonfeld Strategic Advisors LLC | Reduced | -475.4k |
| Ceredex Value Advisors LLC | Sold out | -463.0k |
| PGGM Investments | Reduced | -460.8k |
| Amundi | Reduced | -397.6k |
Biggest calls
| Vision Capital Corp | New | $7.9m126.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.7m27.6k shares |
| GROUP ONE TRADING LLC | Added | $593.0k9.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $49.9k800 shares |
| Strive Financial Group ,LLC | New | $4.0k14 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $580.5k9.3k shares |
| Dockside LLC | New | $391.2k6.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $49.9k800 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +1.0 pts · filed 2026-05-15 | 9.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.2% |
| COHEN & STEERS, INC. 13G · institution +2.2 pts · filed 2026-08-14 | 7.7% |
| STATE STREET CORP 13G · institution new · filed 2025-05-13 | 6.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Aristotle Capital Management, LLC (4.8%, 2025-11-14)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 3 | $6.3m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $647.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $201.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-18 | CONTIS DAVID J Director · By Contis Family Trust | Sold | $201.7k3.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 23.9m $1.5bn | Reduced -3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 17.8m $1.1bn | Added +1.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 15.9m $989.7m | First filing |
| STATE STREET CORP 0.03% of their portfolio | 11.7m $736.1m | Reduced -1.3m |
| COHEN & STEERS, INC. 1.20% of their portfolio | 11.0m $688.6m | Added +417.0k |
| Aristotle Capital Management, LLC 1.13% of their portfolio | 8.6m $538.0m | Reduced -225.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 8.4m $524.8m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.21% of their portfolio | 6.4m $401.7m | Added +66.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.22% of their portfolio | 5.4m $339.0m | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.8m $298.3m | Added +65.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.7m $296.7m | Added +1.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 4.3m $279.9m | Reduced -194.0k |
| Daiwa Securities Group Inc. 0.64% of their portfolio | 3.5m $220.1m | Reduced -130.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.9m $181.7m | Added +106.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.8m $175.2m | Added +19.3k |
| Boston Partners 0.18% of their portfolio | 2.7m $170.6m | Reduced -118.7k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.45% of their portfolio | 2.3m $140.7m | Reduced -178.8k |
| MORGAN STANLEY 0.01% of their portfolio | 2.1m $133.4m | Reduced -370.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.0m $126.6m | Reduced -396.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 2.0m $124.9m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.0m $123.6m | Added +388.8k |
| Resolution Capital Ltd 2.47% of their portfolio | 1.9m $117.7m | Added +59.8k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.95% of their portfolio | 1.5m $91.4m | Reduced -80.7k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.5m $91.2m | Reduced -144.0k |
| Nuveen, LLC 0.02% of their portfolio | 1.4m $87.7m | Reduced -306.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 1.4m $86.1m | Reduced -23.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $85.7m | Added +202.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.4m $85.0m | Reduced -380.8k |
| FMR LLC 0.00% of their portfolio | 1.3m $80.3m | Added +6.5k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.2m $74.6m | First filing |
| Quantinno Capital Management LP 0.11% of their portfolio | 1.1m $68.7m | Added +36.8k |
| Legal & General Group Plc 0.02% of their portfolio | 1.1m $68.3m | Reduced -271.1k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.1m $68.3m | Added +572.2k |
| CI INVESTMENTS INC. 0.31% of their portfolio | 1.0m $63.7m | Added +215.2k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 957.6k $59.8m | Reduced -14.5k |
| UBS Group AG 0.01% of their portfolio | 953.7k $59.5m | Reduced -509.3k |
| Caprock Group, LLC 1.44% of their portfolio | 939.2k $59.1m | Reduced -9.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 929.6k $56.4m | Added +111.3k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 888.2k $55.4m | New |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 883.1k $55.1m | Added +669.5k |
| PGGM Investments 0.96% of their portfolio | 875.9k $54.7m | Reduced -460.8k |
| Thrivent Financial for Lutherans 0.10% of their portfolio | 864.8k $54.0m | Added +191.7k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 831.8k $51.9m | Added +23.6k |
| MILLER HOWARD INVESTMENTS INC /NY 1.36% of their portfolio | 800.0k $49.9m | Added +151.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 767.9k $47.9m | Reduced -315.2k |
| Bahl & Gaynor LLC 0.23% of their portfolio | 743.2k $46.4m | Added +153.0k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.82% of their portfolio | 738.5k $46.1m | Reduced -23.4k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 734.1k $45.8m | Added +28.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.09% of their portfolio | 677.9k $42.4m | Reduced -943.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 642.6k $40.1m | Added +26.6k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 634.4k $39.6m | Added +7.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 607.2k $38.0m | Reduced -29.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 594.9k $37.1m | Added +382.5k |
| Invesco Ltd. 0.00% of their portfolio | 588.1k $36.7m | Reduced -167.6k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 583.1k $36.4m | Reduced -579.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 560.7k $35.0m | Added +47.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 555.3k $34.7m | Added +9.3k |
| Adelante Capital Management LLC 2.36% of their portfolio | 553.1k $34.5m | Reduced -26.8k |
| CHAI TRUST CO LLC 2.77% of their portfolio | 524.4k $32.7m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 509.6k $31.9m | Reduced -175.3k |
| APG Asset Management US Inc. 0.23% of their portfolio | 481.7k $30.5m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% of their portfolio | 453.9k $28.3m | Reduced -152.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 453.7k $28.3m | Reduced -41.3k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 450.2k $28.1m | Reduced -331.2k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 422.5k $26.4m | Reduced -68.8k |
| ProShare Advisors LLC 0.04% of their portfolio | 412.9k $25.8m | Reduced -110.9k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 405.1k $25.3m | New |
| Arbejdsmarkedets Tillaegspension 0.62% of their portfolio | 399.9k $25.0m | Added +15.1k |
| Hunter Perkins Capital Management, LLC 5.74% of their portfolio | 392.5k $24.5m | Added +45.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 370.4k $23.1m | Reduced -226.0k |
| GREAT LAKES ADVISORS, LLC 0.19% of their portfolio | 369.9k $23.1m | Added +42.4k |
| Swiss National Bank 0.01% of their portfolio | 364.3k $22.7m | Reduced -122.6k |
| STRS OHIO 0.09% of their portfolio | 349.0k $21.8m | Added +74.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 327.5k $20.4m | Added +100.9k |
| Schonfeld Strategic Advisors LLC 0.16% of their portfolio | 317.6k $19.8m | Reduced -475.4k |
| Brookfield Corp /ON/ 0.03% of their portfolio | 311.3k $19.4m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 308.4k $19.3m | Reduced -217.8k |
| Asset Management One Co., Ltd. 0.06% of their portfolio | 306.8k $19.1m | Reduced -99.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 306.5k $19.1m | Reduced -43.3k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 305.4k $19.1m | Reduced -959 |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.14% of their portfolio | 304.8k $19.0m | Reduced -5.6k |
| Retirement Systems of Alabama 0.06% of their portfolio | 299.9k $18.7m | Added +5.0k |
| CITIGROUP INC 0.01% of their portfolio | 294.1k $18.4m | Added +27.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.27% of their portfolio | 292.7k $18.3m | Added +254.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.06% of their portfolio | 278.9k $17.4m | Reduced -50.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 276.6k $16.8m | Reduced -6.5k |
| Apollo Management Holdings, L.P. 0.28% of their portfolio | 264.7k $16.5m | Added +31.3k |
| Swedbank AB 0.02% of their portfolio | 250.0k $15.6m | Reduced -16.3k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 248.8k $15.5m | Added +26.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 217.5k $13.6m | Reduced -52.4k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 211.6k $13.2m | New |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 210.3k $13.1m | Added +210.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 205.4k $12.8m | Reduced -34.7k |
| SG Americas Securities, LLC 0.01% of their portfolio | 197.5k $12.3m | Added +8.6k |
| Seven Post Investment Office LP 3.96% of their portfolio | 196.6k $12.3m | Added +1.7k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 193.6k $12.1m | Reduced -2.4k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 188.3k $11.8m | Added +12.0k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 184.1k $11.5m | New |
| Heitman Real Estate Securities LLC 0.82% of their portfolio | 183.8k $11.5m | Reduced -100.1k |
| Uniplan Investment Counsel, Inc. 1.16% of their portfolio | 181.4k $11.3m | Reduced -13.5k |