ELS — EQUITY LIFESTYLE PROPERTIES
As of Q2 2026, 35 SEC-registered investment managers reported holding ELS (EQUITY LIFESTYLE PROPERTIES) in their latest 13F filings, with a combined reported value of $4.56B across 88.90M shares. That is +7.8% by share count (+6.44M shares) versus the previous quarter, while reported value moved +12.7%. Ownership is concentrated: the five largest holders account for 61.6% of reported value and the top ten for 78.6%.
Compared with the prior quarter, 3 opened new positions, 16 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ELS is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 24.46M | $1.58B | 0.03% | Add |
| Vanguard Group history | Q4 2025 | 25.48M | $1.54B | 0.02% | Add |
| Principal Global Investors history | Q2 2026 | 7.55M | $486.52M | 0.24% | Add |
| Geode Capital Management history | Q2 2026 | 4.91M | $316.73M | 0.02% | Add |
| MFS Investment Management history | Q2 2026 | 3.51M | $233.22M | 0.08% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 3.10M | $199.51M | 0.03% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 3.04M | $196.96M | 0.02% | New |
| Invesco Ltd history | Q2 2026 | 2.56M | $164.88M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 2.33M | $149.86M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 2.05M | $132.09M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.01M | $129.80M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.94M | $125.30M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 1.88M | $121.31M | 0.05% | Add |
| CPP Investments history | Q2 2026 | 1.42M | $91.43M | 0.05% | Reduce |
| BNY Mellon history | Q2 2026 | 1.38M | $89.01M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.28M | $82.81M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 1.25M | $80.33M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 1.23M | $79.22M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.13M | $73.15M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.09M | $69.94M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.04M sh · $196.96M
- Renaissance Technologies 194.00K sh · $12.50M
- Marshall Wace 9.77K sh · $629.55K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 831.81K sh · $51.92M
- D. E. Shaw & Co sold 157.13K sh · $9.81M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 23.88M | 25.66M | 24.56M | 24.64M | 24.48M | 26.85M | 23.90M | 24.46M |
| Principal Global Investors | 4.59M | 4.60M | 4.83M | 6.05M | 7.39M | 7.19M | 7.18M | 7.27M | 4.82M | 974.89K | 1.51M | 1.43M | 2.23M | 6.07M | 6.35M | 7.04M | 6.86M | 6.37M | 6.44M | 7.55M |
| Geode Capital Management | 2.73M | 2.75M | 2.85M | 2.85M | 2.82M | 2.94M | 3.01M | 3.10M | 3.36M | 3.48M | 3.65M | 3.77M | 3.83M | 3.89M | 4.05M | 4.07M | 4.61M | 4.71M | 4.78M | 4.91M |
| MFS Investment Management | 1.47M | 1.57M | — | 2.22M | 2.25M | 2.26M | 2.22M | 2.27M | 2.33M | 2.74M | 3.06M | 3.22M | 3.18M | 3.20M | 2.32M | 2.51M | 5.38M | 4.52M | 4.32M | 3.51M |
| Charles Schwab Investment Management | 1.80M | 1.83M | 1.87M | 1.88M | 1.94M | 2.03M | 2.06M | 2.08M | 2.23M | 2.29M | 2.35M | 2.35M | 2.44M | 2.55M | 2.60M | 2.65M | 2.72M | 2.80M | 2.91M | 3.10M |
| JPMorgan Chase & Co | 3.76M | 3.57M | 3.31M | 5.14M | 5.13M | 4.57M | 2.94M | 3.52M | 3.40M | 2.59M | 2.85M | 4.61M | 4.76M | 3.73M | 4.21M | 4.72M | 3.67M | 3.66M | — | 3.04M |
| Invesco Ltd | 539.41K | 1.03M | 2.54M | 3.30M | 3.21M | 3.28M | 2.26M | 3.02M | 1.34M | 647.83K | 564.95K | 605.54K | 565.66K | 3.92M | 3.44M | 2.74M | 746.65K | 755.62K | 588.07K | 2.56M |
| Norges Bank Investment Management | — | — | — | — | — | 3.55M | — | — | — | 6.46M | — | 3.77M | — | 2.45M | — | 2.67M | — | 2.07M | — | 2.33M |
| Morgan Stanley | 966.10K | 777.28K | 798.34K | 1.29M | 1.26M | 1.39M | 1.37M | 1.28M | 1.57M | 1.71M | 1.26M | 1.34M | 1.45M | 1.43M | 1.45M | 1.33M | 1.21M | 2.51M | 2.14M | 2.05M |
| Northern Trust Corp | 1.84M | 1.78M | 1.66M | 1.54M | 1.49M | 1.49M | 1.47M | 1.34M | 1.93M | 1.73M | 1.52M | 1.78M | 1.70M | 2.43M | 2.50M | 2.32M | 2.24M | 2.42M | 2.03M | 2.01M |
| Bank of America Corp | 937.52K | 985.38K | 1.00M | 940.99K | 1.10M | 932.88K | 1.06M | 975.51K | 1.32M | 1.20M | 1.30M | 1.41M | 1.60M | 1.49M | 1.45M | 2.23M | 1.78M | 1.59M | 1.98M | 1.94M |
| Arrowstreet Capital | — | 41.15K | — | — | — | — | — | — | — | — | 95.51K | 229.05K | 631.28K | 715.18K | 983.80K | 1.07M | 1.57M | 1.40M | 1.38M | 1.88M |
| CPP Investments | 72.97K | 109.25K | 65.55K | 349.65K | 2.16M | 2.20M | 2.57M | 2.51M | 2.47M | 1.42M | 1.45M | 1.47M | 1.47M | 1.43M | 1.42M | 1.42M | 2.00M | 2.00M | 2.00M | 1.42M |
| BNY Mellon | 902.31K | 888.85K | 903.10K | 1.01M | 1.06M | 1.06M | 1.05M | 1.03M | 1.93M | 1.92M | 1.83M | 1.85M | 1.67M | 1.79M | 1.74M | 1.73M | 1.67M | 1.61M | 1.46M | 1.38M |
| Fidelity Management & Research (FMR) | 14.38M | 14.89M | 15.06M | 13.61M | 12.63M | 12.31M | 11.80M | 11.16M | 9.21M | 7.42M | 6.82M | 5.96M | 3.65M | 2.47M | 2.11M | 1.82M | 1.23M | 1.28M | 1.29M | 1.28M |
| Goldman Sachs Group | 5.20M | 5.07M | 3.89M | 3.98M | 2.33M | 1.73M | 1.61M | 1.58M | 1.52M | 1.32M | 1.50M | 1.45M | 1.47M | 1.52M | 1.43M | 1.29M | 1.20M | 1.17M | 1.37M | 1.25M |
| Citadel Advisors | 114.62K | 76.15K | 169.63K | 167.51K | 22.11K | 17.94K | 238.09K | 219.48K | 120.10K | 2.03M | 1.30M | 395.79K | 52.92K | 47.14K | 560.96K | 108.37K | 517.06K | 247.84K | 594.91K | 1.23M |
| UBS Group AG | 344.18K | 268.63K | 282.31K | 286.03K | 333.46K | 214.20K | 131.69K | 236.45K | 21.57K | 243.77K | 590.72K | 424.17K | 656.85K | 1.49M | 525.48K | 1.61M | 2.25M | 1.46M | 953.67K | 1.13M |
| Legal & General Investment Management America | 1.80M | 1.78M | 1.78M | 1.84M | 1.89M | 1.88M | 1.91M | 1.93M | 2.00M | 2.22M | 2.19M | 2.06M | 1.94M | 1.53M | 1.57M | 1.57M | 1.20M | 1.37M | 1.09M | 1.09M |
| AQR Capital Management | 92.15K | 103.97K | 155.78K | 29.80K | 27.88K | 24.27K | 16.38K | 11.89K | 25.98K | 23.77K | 25.36K | 36.18K | 53.95K | 128.46K | 399.93K | 1.04M | 165.12K | 175.29K | 180.18K | 609.69K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details