ELSNYSEReal Estate Investment TrustsFiscal year ends December 31
EQUITY LIFESTYLE PROPERTIES INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$61.02−0.19 (-0.31%)
Close on Oct 19, 2026
- Market cap
- $12.21B
- P/E (TTM)
- 30.8
- Dividend yield
- 3.38%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
210M of 194M shares
Institutional holders
476
50 new, 63 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $201.66K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 9,998,261 | 5.15% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 23,546,572 | – | 13G (passive) amendment | Dec 31, 2023 |
| T. Rowe Price Associates, Inc. | 17,845,363 | 9.20% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 15,883,707 | 8.19% | 13G (passive) | Mar 31, 2026 |
| Cohen & Steers, Inc. | 14,888,120 | 7.68% | 13G (passive) amendment | Jun 30, 2026 |
| State Street Corporation | 13,031,346 | 6.80% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ELS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,460,025 | 12.60% | $1.58B | +562,790 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 18,211,355 | 9.38% | $1.17M | +441,515 | 0.12% |
| Vanguard Portfolio Management LLC | 16,433,541 | 8.47% | $1.06B | +578,165 | 0.05% |
| Cohen & Steers, Inc. | 14,888,121 | 7.67% | $959.54K | +3,857,089 | 1.52% |
| State Street Corp | 11,608,725 | 5.98% | $754.38M | −84,623 | 0.02% |
| Vanguard Capital Management LLC | 8,773,609 | 4.52% | $565.46M | +366,558 | 0.01% |
| Aristotle Capital Management, LLC | 8,183,427 | 4.22% | $527.43M | −435,200 | 1.11% |
| Principal Financial Group Inc | 7,548,806 | 3.89% | $486.52M | +1,113,441 | 0.24% |
| Victory Capital Management Inc | 5,262,476 | 2.71% | $339.17M | −168,640 | 0.19% |
| Geode Capital Management, LLC | 4,913,444 | 2.53% | $316.73M | +135,339 | 0.02% |
| Daiwa Securities Group Inc. | 3,721,394 | 1.92% | $239.84M | +195,045 | 0.47% |
| Massachusetts Financial Services Co /Ma/ | 3,512,521 | 1.81% | $233.22M | −808,789 | 0.07% |
| Centersquare Investment Management LLC | 3,200,525 | 1.65% | $206.27M | +946,174 | 1.76% |
| Charles Schwab Investment Management Inc | 3,095,506 | 1.60% | $199.51M | +184,860 | 0.03% |
| JPMorgan Chase & Co | 3,035,606 | 1.56% | $196.96M | −1,710,408 | 0.01% |
| Boston Partners | 2,815,355 | 1.45% | $181.45M | +83,149 | 0.16% |
| Dimensional Fund Advisors LP | 2,810,482 | 1.45% | $181.14M | +4,402 | 0.03% |
| Invesco Ltd. | 2,558,297 | 1.32% | $164.88M | +1,970,228 | 0.01% |
| Resolution Capital Ltd | 2,508,699 | 1.29% | $161.69M | +623,407 | 2.97% |
| Norges Bank | 2,325,181 | 1.20% | $149.86M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 476 | 210M | 100.0% | 50 / 169 | 194 / 63 | 20M | 14M |
| Q1 2026 | 496 | 205M | 100.0% | 73 / 180 | 181 / 71 | 38M | 20M |
| Q4 2025 | 501 | 213M | 100.0% | 69 / 173 | 191 / 56 | 29M | 17M |
| Q3 2025 | 496 | 201M | 100.0% | 58 / 190 | 178 / 75 | 30M | 18M |
| Q2 2025 | 518 | 189M | 97.5% | 66 / 223 | 169 / 69 | 15M | 10M |
| Q1 2025 | 527 | 184M | 95.0% | 74 / 212 | 186 / 44 | 17M | 21M |
| Q4 2024 | 500 | 191M | 98.3% | 69 / 192 | 173 / 52 | 19M | 17M |
| Q3 2024 | 488 | 189M | 97.3% | 55 / 192 | 177 / 41 | 44M | 13M |
| Q2 2024 | 477 | 181M | 93.4% | 72 / 166 | 188 / 47 | 17M | 19M |
| Q1 2024 | 458 | 183M | 94.6% | 61 / 187 | 145 / 46 | 11M | 13M |
| Q4 2023 | 447 | 186M | 96.1% | 71 / 145 | 173 / 50 | 14M | 19M |
| Q3 2023 | 429 | 191M | 98.5% | 65 / 181 | 129 / 52 | 26M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ELS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 7,008,268 | 3.61% | $456.03M | 0.62% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 6,636,990 | 3.42% | $427.75M | 0.34% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,152,971 | 3.17% | $396.56M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,446,290 | 2.29% | $286.56M | 0.15% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 3,450,000 | 1.78% | $222.35M | 1.44% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 2,830,000 | 1.46% | $184.15M | 0.28% | Jul 31, 2026 |
| T. Rowe Price Value Fund, Inc. | 2,678,786 | 1.38% | $172.65M | 0.51% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,565,440 | 1.32% | $165.34M | 0.35% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,223,025 | 1.15% | $143.27M | 0.15% | Jun 30, 2026 |
| Cohen & Steers Institutional Realty Shares | 2,056,267 | 1.06% | $132.53M | 1.48% | Jun 30, 2026 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 1,968,489 | 1.01% | $126.87M | 0.70% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 1,928,246 | 0.99% | $124.28M | 0.54% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,913,896 | 0.99% | $123.35M | 0.58% | Jun 30, 2026 |
| MFS Mid Cap Value Fund | 1,908,126 | 0.98% | $122.98M | 0.71% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 1,888,546 | 0.97% | $121.72M | 1.49% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas Heneghan | Chairman of the Board, Director | 400,616 | 0.21% | Apr 30, 2026 |
| Marguerite M. Nader | Vice Chairman and CEO, Director | 256,052 | 0.13% | Feb 5, 2026 |
| Daniel Perlis | EVP Sales, Mktg, Business Dev | 8,333 | 0.00% | Feb 5, 2026 |
| Paul Seavey | EVP & Chief Financial Officer | 76,120 | 0.04% | Feb 5, 2026 |
| Patrick Waite | President & COO | 240,451 | 0.12% | Feb 5, 2026 |
| David P. Eldersveld | EVP, CLO and Secretary | 98,927 | 0.05% | Feb 5, 2026 |
| Caroline Karp | SVP & Chief Accounting Officer | – | – | Feb 11, 2025 |
| Constance Freedman | Director | 16,525 | 0.01% | Aug 5, 2026 |
| Scott R. Peppet | Director | 11,163 | 0.01% | Aug 4, 2026 |
| David J. Contis | Director | 13,873 | 0.01% | May 5, 2026 |
| Andrew Berkenfield | Director | 10,813 | 0.01% | Apr 30, 2026 |
| Radhika Papandreou | Director | 7,356 | 0.00% | Apr 30, 2026 |
| Derrick Burks | Director | 12,536 | 0.01% | Apr 30, 2026 |
| Philip Calian | Director | 221,654 | 0.11% | Apr 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Constance Freedman Director | Aug 3, 2026 | Award | +62 | $55.26 | $3.43K | 16,525 |
| Scott R. Peppet Director | Jul 31, 2026 | Gift | −3,615 | – | – | 10,973 |
| Constance Freedman Director | Jul 1, 2026 | Award | +377 | $51.65 | $19.47K | 16,463 |
| David J. Contis Director | May 1, 2026 | Gift | +802 | – | – | 8,959 |
| David J. Contis Director | May 1, 2026 | Gift | +111 | – | – | 8,157 |
| David J. Contis Director | May 1, 2026 | Gift | −802 | – | – | 3,914 |
| David J. Contis Director | May 1, 2026 | Gift | −111 | – | – | 4,716 |
| Constance Freedman Director | May 1, 2026 | Award | +60 | $53.77 | $3.23K | 16,086 |
| David J. Contis Director | Apr 29, 2026 | Gift | +196 | – | – | 8,046 |
| David J. Contis Director | Apr 29, 2026 | Gift | +104 | – | – | 7,850 |
| David J. Contis Director | Apr 29, 2026 | Gift | +758 | – | – | 7,746 |
| David J. Contis Director | Apr 29, 2026 | Gift | −196 | – | – | 4,827 |
| David J. Contis Director | Apr 29, 2026 | Gift | −104 | – | – | 5,023 |
| David J. Contis Director | Apr 29, 2026 | Gift | −758 | – | – | 5,127 |
| David J. Contis Director | Apr 28, 2026 | Award | +200 | $62.60 | $12.52K | 5,885 |
| David J. Contis Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 5,366 |
| David J. Contis Director | Apr 28, 2026 | Award | +319 | $62.60 | $19.97K | 5,685 |
| Derrick Burks Director | Apr 28, 2026 | Award | +319 | $62.60 | $19.97K | 12,536 |
| Derrick Burks Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 12,217 |
| Scott R. Peppet Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 14,268 |
| Scott R. Peppet Director | Apr 28, 2026 | Award | +320 | $62.60 | $20.03K | 14,588 |
| Philip Calian Director | Apr 28, 2026 | Award | +399 | $62.60 | $24.98K | 221,654 |
| Philip Calian Director | Apr 28, 2026 | Award | +320 | $62.60 | $20.03K | 221,974 |
| Philip Calian Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 221,255 |
| Constance Freedman Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 15,786 |
| Constance Freedman Director | Apr 28, 2026 | Award | +240 | $62.60 | $15.02K | 16,026 |
| Andrew Berkenfield Director | Apr 28, 2026 | Award | +120 | $62.60 | $7.51K | 10,813 |
| Andrew Berkenfield Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 10,693 |
| Radhika Papandreou Director | Apr 28, 2026 | Award | +120 | $62.60 | $7.51K | 7,356 |
| Radhika Papandreou Director | Apr 28, 2026 | Award | +2,316 | $62.60 | $144.98K | 7,236 |
| David J. Contis Director | Apr 24, 2026 | Gift | −98 | – | – | 3,050 |
| David J. Contis Director | Apr 24, 2026 | Gift | +98 | – | – | 6,988 |
| Thomas Heneghan Chairman of the Board, Director | Apr 24, 2026 | Gift | −196 | – | – | 100,586 |
| Thomas Heneghan Chairman of the Board, Director | Apr 24, 2026 | Gift | +196 | – | – | 300,030 |
| Constance Freedman Director | Apr 1, 2026 | Award | +366 | $53.06 | $19.42K | 13,470 |
| David J. Contis Director | Mar 18, 2026 | Sale | −3,000 | $67.22 | $201.66K | 14,890 |
| David J. Contis Director | Mar 18, 2026 | Gift | −8,000 | – | – | 6,890 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Tax withholding | −2,129 | $63.20 | $134.55K | 256,052 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Tax withholding | −2,003 | $63.20 | $126.59K | 258,181 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Award | +29,970 | $64.07 | $1.92M | 284,614 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Tax withholding | −1,570 | $63.20 | $99.22K | 261,509 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Tax withholding | −1,311 | $63.20 | $82.86K | 263,079 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Tax withholding | −1,408 | $63.20 | $88.99K | 254,644 |
| Marguerite M. Nader Vice Chairman and CEO, Director | Feb 3, 2026 | Tax withholding | −1,325 | $63.20 | $83.74K | 260,184 |
| Patrick Waite President & COO | Feb 3, 2026 | Award | +23,680 | $64.07 | $1.52M | 108,743 |
| Patrick Waite President & COO | Feb 3, 2026 | Award | +7,804 | $64.07 | $500.00K | 116,547 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | −2,230 | – | – | 96,936 |
| Patrick Waite President & COO | Feb 3, 2026 | Tax withholding | −1,683 | $63.20 | $106.37K | 99,166 |
| Patrick Waite President & COO | Feb 3, 2026 | Tax withholding | −1,113 | $63.20 | $70.34K | 100,849 |
| Patrick Waite President & COO | Feb 3, 2026 | Tax withholding | −1,357 | $63.20 | $85.76K | 101,962 |
| Patrick Waite President & COO | Feb 3, 2026 | Tax withholding | −1,047 | $63.20 | $66.17K | 103,319 |
| Patrick Waite President & COO | Feb 3, 2026 | Tax withholding | −968 | $63.20 | $61.18K | 104,366 |
| Patrick Waite President & COO | Feb 3, 2026 | Tax withholding | −1,074 | $63.20 | $67.88K | 105,334 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | +2,230 | – | – | 64,800 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | −2,335 | – | – | 94,601 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | +2,335 | – | – | 67,135 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | −2,525 | – | – | 92,076 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | +2,525 | – | – | 69,660 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | −2,215 | – | – | 89,861 |
| Patrick Waite President & COO | Feb 3, 2026 | Gift | +2,215 | – | – | 71,875 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David J. Contis Director | Mar 18, 2026 | 3,000 | $201.66K | Mar 18, 2026 | Compensation for services rendered |
| Paul Seavey Officer | May 7, 2025 | 10,000 | $652.10K | May 7, 2025 | Stock Award |
| Paul Seavey Member of immediate family of any of the foregoing | Nov 12, 2024 | 59,985 | $4.28M | Nov 12, 2024 | Stock Award |
| Paul Seavey Member of immediate family of any of the foregoing | Sep 17, 2024 | 31,988 | $2.41M | Sep 17, 2024 | Stock Award |
| Marguerite M. Nader Officer | Sep 16, 2024 | 33,000 | $2.50M | Sep 16, 2024 | Vested Restricted Stock |
| Patrick Waite Officer | Aug 15, 2024 | 20,820 | $1.46M | Aug 15, 2024 | Open Market Purchases |