ELS Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Equity Lifestyle Properties (ELS) following the 2026 Q2 hedge fund 13F filings?

As of today, ELS has moved -7.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.9% for the XLRE sector ETF — an outperformance of -2.0%. Since the quarter end (June 30, 2026), ELS gained -6.3% vs -3.3% 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.

Equity Lifestyle Properties (ELS)

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

Smart Money Signals — ELS

Based on 480 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 — 92% of 3.0Y peak

92% of all-time peak

480 funds currently hold this stock — 92% 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

31 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.

🟠

More sellers than buyers — 46% buying

227 buying262 selling

Last quarter: 262 funds reduced or exited vs 227 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 60 → 71 → 77 → 57. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new

317 out of 480 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.

➡️

Steady discovery — ~57 new funds/quarter

70 → 60 → 71 → 77 → 57 new funds/Q

New funds entering each quarter: 60 → 71 → 77 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 20% new

Entry-cohort mix of 487 holders: 334 (69%) are 2+ year veterans, 57 entered 1–2 years ago, and 96 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

64 of 477 holders are among the 100 largest funds by AUM, controlling 59% 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.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	471	494	-4.66%
13F Shares	209M	202M	3.63%
Total Value	$11.12B	$10.57B	5.22%
New Positions	55	77	-22
Increased Positions	165	179	-14
Closed Positions	75	77	-2
Reduced Positions	190	179	+11
Total Calls	4	2	100.0%
Total Puts	5	2	150.0%
PUT/CALL Ratio	1.25	1.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

471

494

-4.66%

13F Shares

209M

202M

3.63%

Total Value

$11.12B

$10.57B

5.22%

New Positions

-22

Increased Positions

165

179

-14

Closed Positions

-2

Reduced Positions

190

179

+11

Total Calls

100.0%

Total Puts

150.0%

PUT/CALL Ratio

1.25

1.0

Bearish

Institutional Holders (2026 Q2)

471 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ELS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Argosy-Lionbridge Management, LLC	10.89%	268,864	$17.3M
2	Sophron Capital Management L.P.	4.00%	200,084	$12.9M
3	Seven Post Investment Office LP	3.63%	198,260	$12.8M
4	GSI Capital Advisors LLC	3.58%	117,878	$7.6M
5	Resolution Capital Ltd	2.97%	2,508,699	$161.7M
6	Pring Turner Capital Group Inc	2.89%	78,013	$5.0M
7	Adelante Capital Management LLC	2.61%	615,154	$39.6M
8	B&I Capital AG	2.44%	17,142	$1.1M
9	Chai Trust Co LLC	2.34%	528,368	$34.1M
10	Lasalle Investment Management Securities LLC	2.30%	1,002,286	$64.6M
11	Long Pond Capital, LP	1.90%	306,244	$19.7M
12	Centersquare Investment Management LLC	1.76%	3,200,525	$206.3M
13	Vert Asset Management LLC	1.65%	93,668	$6.0M
14	Miller Howard Investments Inc /Ny	1.36%	792,528	$51.1M
15	Caprock Group, LLC	1.16%	930,118	$60.5M
16	Aristotle Capital Management, LLC	1.11%	8,183,427	$527.4M
17	Duff & Phelps Investment Management Co	0.96%	1,580,485	$101.9M
18	Arbejdsmarkedets Tillaegspension	0.63%	448,000	$28.9M
19	Uniplan Investment Counsel, Inc.	0.60%	181,359	$6.4M
20	LDR Capital Management LLC	0.51%	6,866	$443K
21	Heitman Real Estate Securities LLC	0.48%	116,689	$7.5M
22	Elevated Private Wealth, LLC	0.48%	7,793	$502K
23	Daiwa Securities Group Inc.	0.47%	3,721,394	$239.8M
24	Hardworking Capital Advisors, LLC	0.45%	8,459	$545K
25	Fermata Advisors, LLC	0.44%	34,041	$2.2M

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 46% buying: Last quarter: 262 funds reduced or exited vs 227 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ELS holders?

Elite ownership — 59% AUM from top-100 funds: 64 of 477 holders are among the 100 largest funds by AUM, controlling 59% 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?

66% of holders stayed for 2+ years: 317 out of 480 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 Q2 hedge fund 13F filings?

As of today, ELS has moved -7.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.9% for the XLRE sector ETF — an outperformance of -2.0%. Since the quarter end (June 30, 2026), ELS has gained -6.3% vs -3.3% 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.

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Equity Lifestyle Properties (ELS)

Smart Money Signals — ELS

Selling streak — 2 quarters in a row

High ownership — 92% of 3.0Y peak

Outflows — 6% fewer funds vs a year ago

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-20 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~57 new funds/quarter

Veteran-anchored — 69% veterans vs 20% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — ELS

Hedge Fund Ownership: ELS

Market Analysis: ELS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ELS

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

Hedge Fund Positioning: ELS

Statistics: ELS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Equity Lifestyle Properties (ELS)

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