Equity LifeStyle Properties Inc (ELS) shareholders
ELSNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 27, 2026Score 9/3017% above fair value
$62.12+0.59 (+0.96%)
Close on Nov 13, 2026Market cap $12.10BP/E 30.9Yield 3.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
210M of 195M 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 |
|---|---|---|---|---|
| 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. Joint filing with Cohen & Steers Capital Management, Inc. (7.66%) | 14,888,120 | 7.68% | 13G (passive) amendment | Jun 30, 2026 |
| State Street Corporation | 13,031,346 | 6.80% | 13G (passive) | Mar 31, 2025 |
| Vanguard Capital Management | 9,998,261 | 5.15% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ELS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,460,025 | 12.56% | $1.58B | +562,790 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 18,211,355 | 9.35% | $1.17B | +441,515 | 0.12% |
| Vanguard Portfolio Management LLC | 16,433,541 | 8.44% | $1.06B | +578,165 | 0.05% |
| Cohen & Steers, Inc. | 14,888,121 | 7.64% | $959.54M | +3,857,089 | 1.52% |
| State Street Corp | 11,608,725 | 5.96% | $754.38M | −84,623 | 0.02% |
| Vanguard Capital Management LLC | 8,773,609 | 4.50% | $565.46M | +366,558 | 0.01% |
| Aristotle Capital Management, LLC | 8,183,427 | 4.20% | $527.43M | −435,200 | 1.11% |
| Principal Financial Group Inc | 7,548,806 | 3.88% | $486.52M | +1,113,441 | 0.24% |
| Victory Capital Management Inc | 5,262,476 | 2.70% | $339.17M | −168,640 | 0.19% |
| Geode Capital Management, LLC | 4,913,444 | 2.52% | $316.73M | +135,339 | 0.02% |
| Daiwa Securities Group Inc. | 3,721,394 | 1.91% | $239.84M | +195,045 | 0.47% |
| Massachusetts Financial Services Co /Ma/ | 3,512,521 | 1.80% | $233.22M | −808,789 | 0.07% |
| Centersquare Investment Management LLC | 3,200,525 | 1.64% | $206.27M | +946,174 | 1.76% |
| Charles Schwab Investment Management Inc | 3,095,506 | 1.59% | $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 | 1.44% | $181.14M | +4,402 | 0.03% |
| Invesco Ltd. | 2,558,297 | 1.31% | $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 | 1.19% | $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 | 97.1% | 66 / 223 | 169 / 69 | 15M | 10M |
| Q1 2025 | 527 | 184M | 94.6% | 74 / 212 | 186 / 44 | 17M | 21M |
| Q4 2024 | 500 | 191M | 98.0% | 69 / 192 | 173 / 52 | 19M | 17M |
| Q3 2024 | 488 | 189M | 96.9% | 55 / 192 | 177 / 41 | 44M | 13M |
| Q2 2024 | 477 | 181M | 93.1% | 72 / 166 | 188 / 47 | 17M | 19M |
| Q1 2024 | 458 | 183M | 94.2% | 61 / 187 | 145 / 46 | 11M | 13M |
| Q4 2023 | 447 | 186M | 95.7% | 71 / 145 | 173 / 50 | 14M | 19M |
| Q3 2023 | 429 | 191M | 98.1% | 65 / 181 | 129 / 52 | 26M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
461 funds held ELS in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ELS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 7,008,268 | 3.60% | $456.03M | 0.62% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 6,636,990 | 3.41% | $427.75M | 0.34% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,152,971 | 3.16% | $396.56M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,446,290 | 2.28% | $286.56M | 0.15% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 3,450,000 | 1.77% | $222.35M | 1.44% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 2,830,000 | 1.45% | $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 | 1.14% | $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 | 0.98% | $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 | 16,993 | 0.01% | Nov 4, 2026 |
| David J. Contis | Director | 13,873 | 0.01% | Oct 30, 2026 |
| Scott R. Peppet | Director | 11,163 | 0.01% | Aug 4, 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 | Nov 2, 2026 | Award | +76 | $48.98 | $3.72K | 16,993 |
| David J. Contis Director | Oct 28, 2026 | Gift | +772 | – | – | 9,731 |
| David J. Contis Director | Oct 28, 2026 | Gift | −772 | – | – | 3,142 |
| Constance Freedman Director | Oct 1, 2026 | Award | +392 | $49.58 | $19.44K | 16,917 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
5.51%
11M shares short
Days to cover
4.2
At 3M shares a day
Change since last report
-3.8%
From 11M shares
Short volume, 20 days
46.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Equity LifeStyle Properties's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,636 shares on Sep 23, 2026 over the last 90 days.
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 |
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