Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ELS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 23.9M | $1.49B | -11.0% | 12.323% | 0.03% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.9M | $989.7M | β | 8.176% | 0.05% |
| 3 | STATE STREET CORP | 11.7M | $736.1M | -9.9% | 6.030% | 0.03% |
| 4 | Aristotle Capital Management, LLC | 8.6M | $538.0M | -2.5% | 4.444% | 1.13% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.4M | $524.8M | β | 4.335% | 0.01% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 6.4M | $401.7M | +1.1% | 3.318% | 0.21% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 5.4M | $339.0M | -18.5% | 2.801% | 0.22% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.8M | $298.3M | +1.4% | 2.464% | 0.02% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.3M | $279.9M | -4.3% | 2.228% | 0.09% |
| 10 | Daiwa Securities Group Inc. | 3.5M | $220.1M | -3.6% | 1.818% | 0.70% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $181.7M | +3.8% | 1.501% | 0.03% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $175.2M | +0.7% | 1.447% | 0.04% |
| 13 | Boston Partners | 2.7M | $170.6M | -4.2% | 1.409% | 0.18% |
| 14 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.3M | $140.7M | -7.3% | 1.163% | 1.45% |
| 15 | MORGAN STANLEY | 2.1M | $133.4M | -14.8% | 1.102% | 0.01% |
| 16 | NORTHERN TRUST CORP | 2.0M | $126.6M | -16.3% | 1.046% | 0.02% |
| 17 | CANADA PENSION PLAN INVESTMENT BOARD | 2.0M | $124.9M | 0.0% | 1.032% | 0.08% |
| 18 | BANK OF AMERICA CORP /DE/ | 2.0M | $123.6M | +24.4% | 1.022% | 0.01% |
| 19 | Resolution Capital Ltd | 1.9M | $117.7M | +3.3% | 0.972% | 2.47% |
| 20 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.5M | $91.4M | -5.2% | 0.755% | 0.95% |
| 21 | Bank of New York Mellon Corp | 1.5M | $91.2M | -9.0% | 0.754% | 0.02% |
| 22 | Nuveen, LLC | 1.4M | $87.7M | -17.9% | 0.724% | 0.02% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $86.1M | -1.7% | 0.712% | 0.05% |
| 24 | GOLDMAN SACHS GROUP INC | 1.4M | $85.7M | +17.3% | 0.708% | 0.01% |
| 25 | UBS ASSET MANAGEMENT AMERICAS INC | 1.4M | $85.0M | -21.9% | 0.702% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ELS β a direct measure of their conviction.
Filings activity in ELS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ELS position in Q1 2026
Institutions that fully closed their ELS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 486 | 1.2% | 82.32% | 2.97 pp | $10.35B | 3.5% |
| Q4 2025 | 492 | +2.1% | 85.29% | +0.44 pp | $10.72B | +0.5% |
| Q3 2025 | 482 | 5.9% | 84.85% | 19.26 pp | $10.67B | 18% |
| Q2 2025 | 512 | 0.8% | 104.11% | +13.99 pp | $13.09B | +16% |
| Q1 2025 | 516 | +6.0% | 90.12% | +0.76 pp | $11.33B | +0.9% |
| Q4 2024 | 487 | +3.0% | 89.36% | 0.32 pp | $11.24B | 0.3% |
| Q3 2024 | 473 | +3.1% | 89.68% | +7.21 pp | $11.27B | +8.7% |
| Q2 2024 | 459 | β | 82.47% | β | $10.37B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ELS stock.
Based on Q1 2026 13F filings, institutional ownership of Equity LifeStyle Properties, Inc. stands at 82.3%, held across 486 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ELS, with approximately 23,897,235 shares worth $1.49B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ELS.
Our composite Smart Money Score for ELS is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
78 institutions opened new positions in ELS during Q1 2026, while 84 fully exited. 257 added to existing positions and 147 trimmed.
ELS institutional ownership fell by 2.97 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 56.2% of all reported 13F value in ELS, and the top 25 account for 73.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Equity LifeStyle Properties, Inc. (ELS) Institutional Ownership