Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Equity Lifestyle Properties (ELS)

489 + Investors. Track Smart Money conviction in ELS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — ELS

Based on 491 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ELS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
491 funds currently hold this stock — 94% of the 3.0-year high of 521 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
30 fewer hedge funds hold ELS compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

255 buying256 selling
Last quarter: 255 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ELS position: 68 → 60 → 70 → 76. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
310 out of 491 hedge funds have held ELS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

82 → 68 → 60 → 70 → 76 new funds/Q
New funds entering each quarter: 68 → 60 → 70 → 76. A growing number of institutions are discovering ELS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 493 holders: 332 (67%) are 2+ year veterans, 58 entered 1–2 years ago, and 103 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
60 of 489 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ELS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ELS

In 2026 Q1, 255 hedge funds were net buyers of ELS (76 opened a new position, 179 added to an existing one), while 256 reduced or exited (178 trimmed, 78 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 42% of total institutional value in ELS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 491.

Hedge Fund Ownership: ELS

How many hedge funds hold ELS — quarterly history vs. share price
Quarterly hedge fund ownership of ELS vs. share price

Market Analysis: ELS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ELS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Equity Lifestyle Properties (ELS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ELS has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
ELS
+0.6%
XLRE
+7.7%

ELS outperformed XLRE by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ELS
+2.8%
XLRE
+1.7%

Since the filing became public, ELS outperformed XLRE by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 4 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: ELS
489 + Investors

Track Smart Money conviction in ELS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 489 493 -0.81%
13F Shares 199M 212M -6.03%
Total Value $10.40B $11.88B -12.51%
New Positions 75 70 +5
Increased Positions 178 171 +7
Closed Positions 79 63 +16
Reduced Positions 177 186 -9
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: ELS

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Short % of Float --

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Institutional Holders (2026 Q1)

489 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ELS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ELS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seven Post Investment Office LP 3.96% 196,584 $12.3M
2 LDR Capital Management LLC 3.84% 45,723 $2.9M
3 Argosy-Lionbridge Management, LLC 3.37% 76,964 $4.8M
4 Chai Trust Co LLC 2.77% 524,368 $32.7M
5 Pring Turner Capital Group Inc 2.71% 74,255 $4.5M
6 Sophron Capital Management L.P. 2.66% 144,735 $9.0M
7 B&I Capital AG 2.64% 124,522 $7.8M
8 GSI Capital Advisors LLC 2.52% 74,303 $4.6M
9 Resolution Capital Ltd 2.47% 1,885,292 $117.7M
10 Adelante Capital Management LLC 2.36% 553,063 $34.5M
11 Lasalle Investment Management Securities LLC 1.82% 738,531 $46.1M
12 Vert Asset Management LLC 1.81% 91,194 $5.7M
13 Centersquare Investment Management LLC 1.45% 2,254,351 $140.7M
14 Caprock Group, LLC 1.44% 939,206 $59.1M
15 Miller Howard Investments Inc /Ny 1.36% 799,961 $49.9M
16 Uniplan Investment Counsel, Inc. 1.16% 181,359 $11.3M
17 Aristotle Capital Management, LLC 1.13% 8,618,627 $538.0M
18 Duff & Phelps Investment Management Co 0.95% 1,464,385 $91.4M
19 Dupont Capital Management Corp 0.88% 124,195 $7.8M
20 Heitman Real Estate Securities LLC 0.82% 183,844 $11.5M
21 Taproot Management LP 0.72% 60,751 $3.8M
22 Daiwa Securities Group Inc. 0.63% 3,526,349 $220.1M
23 Arbejdsmarkedets Tillaegspension 0.62% 399,946 $25.0M
24 Hardworking Capital Advisors, LLC 0.49% 8,360 $522K
25 Fermata Advisors, LLC 0.48% 33,955 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Equity Lifestyle Properties (ELS)

What does the Smart Money Trend signal show for ELS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ELS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ELS?

Slight buying edge — 50% buying: Last quarter: 255 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ELS holders?

Elite ownership — 42% AUM from top-100 funds: 60 of 489 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ELS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ELS?

63% of holders stayed for 2+ years: 310 out of 491 hedge funds have held ELS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Equity Lifestyle Properties (ELS) following the 2026 Q1 hedge fund 13F filings?

As of today, ELS has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), ELS has gained +0.6% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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