Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EQUITY LIFESTYLE PROPERTIES (ELS)

468 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — ELS

Based on 463 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ELS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
463 funds currently hold this stock — 94% of the 3.0-year high of 492 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ELS is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

231 buying236 selling
Last quarter: 236 funds reduced or exited vs 231 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ELS position: 77 → 67 → 58 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
304 out of 463 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 — ~65 new funds/quarter

67 → 77 → 67 → 58 → 65 new funds/Q
New funds entering each quarter: 77 → 67 → 58 → 65. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 468 current holders: 323 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
42 of 463 holders are among the 100 largest funds by AUM, controlling 50% 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

68 top-rated funds 3 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: ELS
2026 Q1 Stats Unlock in 19 days 468 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 468 463 1.08%
13F Shares 209M 194M 7.95%
Total Value $11.70B $11.51B 1.68%
New Positions 65 58 +7
Increased Positions 172 178 -6
Closed Positions 62 82 -20
Reduced Positions 180 170 +10
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: ELS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

468 + investors

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

Top 25 institutional holders of ELS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aurora Investment Managers, LLC. 2.49% 54,291 $3K
2 Vert Asset Management LLC 1.81% 91,194 $5.7M
3 MILLER HOWARD INVESTMENTS INC /NY 1.36% 799,961 $49.9M
4 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.95% 1,464,385 $91.4M
5 DUPONT CAPITAL MANAGEMENT CORP 0.88% 124,195 $7.8M
6 Fermata Advisors, LLC 0.48% 33,955 $2.1M
7 AEW CAPITAL MANAGEMENT L P 0.37% 81,720 $5.1M
8 Vanderbilt University 0.37% 31,057 $1.9M
9 BAR HARBOR WEALTH MANAGEMENT 0.37% 100,667 $6.3M
10 ELEVATION WEALTH PARTNERS, LLC 0.33% 14,919 $931K
11 Hoxton Planning & Management, LLC 0.21% 11,466 $716K
12 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.21% 17,050 $1.1M
13 Marshall Financial Group, LLC 0.15% 14,835 $926K
14 Inspire Investing, LLC 0.13% 24,874 $1.6M
15 NOVEM GROUP 0.12% 17,238 $1.1M
16 Bayforest Capital Ltd 0.12% 1,741 $109K
17 AZZAD ASSET MANAGEMENT INC /ADV 0.11% 17,762 $1.1M
18 State of Alaska, Department of Revenue 0.09% 136,619 $9K
19 LECAP ASSET MANAGEMENT LTD 0.09% 3,793 $237K
20 Flagstone Financial Management 0.09% 5,677 $354K
21 STRS OHIO 0.09% 348,995 $21.8M
22 Soltis Investment Advisors LLC 0.09% 21,837 $1.4M
23 Naviter Wealth, LLC 0.08% 10,735 $676K
24 AEGON ASSET MANAGEMENT UK PLC 0.08% 97,129 $6.1M
25 Outlook Wealth Advisors, LLC 0.07% 4,465 $279K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ELS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ELS?

More sellers than buyers — 49% buying: Last quarter: 236 funds reduced or exited vs 231 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 — 50% AUM from top-100 funds: 42 of 463 holders are among the 100 largest funds by AUM, controlling 50% 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: 304 out of 463 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.

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.