Equity LifeStyle Properties Ownership | Who Owns Equity LifeStyle Properties?

Overview Forecast RevenueFinancials Chart Transcripts

Equity LifeStyle Properties Ownership Summary

Equity LifeStyle Properties is owned by 97.22% institutional investors, 4.65% insiders. Vanguard group is the largest institutional shareholder, holding 13.38% of ELS shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.65% of its assets in Equity LifeStyle Properties shares.

ELS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Equity LifeStyle Properties	97.22%	4.65%	-1.87%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Residential REIT Stocks	77.14%	4.67%	18.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	24.92M	13.38%	$1.62B
Blackrock	24.13M	12.95%	$1.57B
Aristotle capital management	10.69M	5.74%	$696.36M
State street	9.96M	5.35%	$653.64M
Price t rowe associates inc /md/	9.67M	5.19%	$629.90M
Fmr	5.96M	3.20%	$388.18M
Jpmorgan chase	4.61M	2.48%	$300.55M
Victory capital management	4.61M	2.47%	$300.24M
Norges bank	3.77M	2.02%	$245.54M
Geode capital management	3.77M	2.02%	$245.11M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Chai trust	2.70M	27.05%	$175.59M
Ranger global real estate advisors	358.01K	9.30%	$23.32M
Hunter perkins capital management	268.78K	3.70%	$17.60M
Pring turner capital group	64.08K	2.91%	$4.17M
Gsi capital advisors	69.25K	2.66%	$4.51M
Resolution capital	2.17M	2.65%	$141.07M
Lrt capital management	38.84K	2.38%	$2.53M
Seven post investment office lp	186.09K	2.25%	$12.12M
Second half financial partners	41.24K	2.15%	$2.69M
Masterton capital management, lp	44.50K	2.07%	$2.90M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.77M	0.04%	3.77M
Pggm investments	1.84M	1.72%	1.80M
Jpmorgan chase	4.61M	0.02%	1.76M
Cohen & steers	1.54M	0.21%	1.54M
Janus henderson group	1.23M	0.04%	759.30K

Top Sellers

Holder	Shares	% Assets	Change
Chai trust	2.70M	27.05%	-3.89M
Ubs asset management americas	235.12K	0.00%	-1.11M
Fmr	5.96M	0.02%	-863.12K
Bank of montreal /can/	541.92K	0.01%	-463.43K
Millennium management	58.28K	0.00%	-404.78K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.77M	0.04%	3.77M	$245.54M
Cohen & steers	1.54M	0.21%	1.54M	$100.15M
Exoduspoint capital management, lp	417.80K	0.19%	417.80K	$27.21M
Corebridge financial	235.88K	0.08%	235.88K	$15.36M
Manning & napier advisors	144.78K	0.11%	144.78K	$9.43M

Sold Out

Holder	Change
Creekmur asset management	-6.00
Rothschild investment	-10.00
Opal wealth advisors	-12.00
Fortitude family office	-21.00
Red tortoise	-22.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	474	0.42%	181,140,919	2.57%	97	1.08%	240	3.45%	172	-7.53%
Jun 30, 2024	467	2.64%	176,572,671	2.96%	94	1.12%	230	-7.26%	185	27.59%
Mar 31, 2024	455	3.88%	171,488,906	-5.30%	92	0.97%	248	18.10%	145	-15.20%
Dec 31, 2023	438	3.30%	181,084,376	-2.71%	97	0.97%	210	-13.58%	171	36.80%
Sep 30, 2023	424	2.17%	186,125,294	3.79%	100	1.08%	243	25.91%	125	-18.30%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	6.97M	3.65%	-20.53K
iShares Core S&P Mid-Cap ETF	5.87M	3.07%	3.18K
Vanguard Total Stock Mkt Idx Inv	5.31M	2.78%	-19.19K
Vanguard Small Cap Index	4.21M	2.20%	8.25K
Victory Sycamore Established Value R	2.98M	1.60%	140.00K
Vanguard Windsor™ II Inv	2.83M	1.48%	-
Vanguard Institutional Extnd Mkt Idx Tr	2.78M	1.45%	-12.82K
Vanguard Small Cap Growth Index Inv	2.31M	1.21%	-8.01K
JHancock Disciplined Value Mid Cap I	2.04M	1.07%	-
T. Rowe Price Real Assets Tr I-Z	1.88M	1.01%	-90.75K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 17, 2024	Seavey Paul	EVP & Chief Financial Officer	Sell	$2.39M
Sep 16, 2024	NADER MARGUERITE M	President and CEO	Sell	$2.49M
Aug 16, 2024	Waite Patrick	EVP & Chief Operating Officer	Sell	$1.46M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	3
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

ELS Ownership FAQ

Who Owns Equity LifeStyle Properties?

Equity LifeStyle Properties shareholders are primarily institutional investors at 97.22%, followed by 4.65% insiders and -1.87% retail investors. The average institutional ownership in Equity LifeStyle Properties's industry, Residential REIT Stocks , is 77.14%, which Equity LifeStyle Properties exceeds.

Who owns the most shares of Equity LifeStyle Properties?

Equity LifeStyle Properties’s largest shareholders are Vanguard group (24.92M shares, 13.38%), Blackrock (24.13M shares, 12.95%), and Aristotle capital management (10.69M shares, 5.74%). Together, they hold 32.07% of Equity LifeStyle Properties’s total shares outstanding.

Does Blackrock own Equity LifeStyle Properties?

Yes, BlackRock owns 12.95% of Equity LifeStyle Properties, totaling 24.13M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.57B$. In the last quarter, BlackRock increased its holdings by 431.48K shares, a 1.82% change.

Who is Equity LifeStyle Properties’s biggest shareholder by percentage of total assets invested?

Chai trust is Equity LifeStyle Properties’s biggest shareholder by percentage of total assets invested, with 27.05% of its assets in 2.7M Equity LifeStyle Properties shares, valued at 175.59M$.

Who is the top mutual fund holder of Equity LifeStyle Properties shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Equity LifeStyle Properties shares, with 3.65% of its total shares outstanding invested in 6.97M Equity LifeStyle Properties shares.

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