Market Cap
$11.3B
ELS
EQUITY LIFESTYLE PROPERTIES INC
$58.27 ▲ +1.13%
Prev close $57.62Market cap$11.3B
ConsensusBuy
12-mo target$70.05 (+20.2%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)19 New Institutional Positions31 Institutional Exits Real Estate
Snapshot
The big-picture read on ELS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (64%)
Inst. Holders
50 funds
Inst. Value
$9.5B
Inst. Activity
19 buys / 31 sells
Insider Activity
$0.00 buy / $201.7K sell
Insider Net $
-$201.7K
SEC Reports
9
Price chart 30d -7.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 short_volume
Sep 10, 2026 SEC Short Volume: ELS — 61.1% short (0.4M / 0.6M)
Short: 388,726 | Exempt: 529 | TRF Vol: 636,186 | Short Ratio: 61.1% | Off-exchange volume (dark poo
Equity LifeStyle Properties (ELS) filed an 8-K on September 10, 2026, to distribute an investor presentation. The presen
8-K — Impact 3/10
Institutional activity in ELS during 2026-Q2 was mixed: 7 buyers added $97.2M in net new positions (led by Centersquare
INST-CLUSTER — Impact 4/10
Aug 3, 2026 Insider
Freedman Constance was granted 62 shares
Director @ $55.26 ($3.4K)
Jul 31, 2026 Insider
Jul 28, 2026 SEC Peppet Scott R gifted 3,615 shares
Director
Equity LifeStyle Properties (ELS) declared a Q3 2026 dividend of $0.5425 per share ($2.17 annualized), a routine capital
PRESS-RELEASE — Impact 2/10
Jul 1, 2026 Insider
Freedman Constance was granted 377 shares
Director @ $51.65 ($19.5K)
Jun 30, 2026 Inst.
CENTERSQUARE INVESTMENT MANAGEMENT LLC — ADD
3,200,525 shares ($206.3M)
Analyst ratings buy % -13.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
64% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 21, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| Sep 11, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 14, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 5, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 8 | 0 | 0 | 64% | |
| Aug 1, 2026 | 7 | 7 | 8 | 0 | 0 | 64% | |
| Jul 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% | |
| Jun 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% | |
| May 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% | |
| Apr 1, 2026 | 7 | 7 | 7 | 0 | 0 | 67% | |
| Mar 1, 2026 | 7 | 7 | 6 | 0 | 0 | 70% | |
| Feb 1, 2026 | 5 | 7 | 7 | 0 | 0 | 63% |
Price targets
Where 19 covering analysts think ELS trades over the next 12 months.
$70.05 +20.2% upside Strong Buy
Current$58.27 Low$59.00 Median$70.00 High$78.00 19 analysts
$59.00$78.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 3.8/10.
NEUTRAL8-K3/10
Equity LifeStyle Properties (ELS) filed an 8-K on September 10, 2026, to distribute an investor pres
Sep 10, 2026
MIXEDINST-CLUSTER4/10
Institutional activity in ELS during 2026-Q2 was mixed: 7 buyers added $97.2M in net new positions (
Aug 11, 2026
NEUTRALPRESS-RELEASE2/10
Equity LifeStyle Properties (ELS) declared a Q3 2026 dividend of $0.5425 per share ($2.17 annualized
Jul 28, 2026
BULLISHPRESS-RELEASE6/10
ELS reported Q2 2026 Normalized FFO of $0.74 per share, beating the $0.72 consensus by ~2.8%, and to
Jul 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: ELS — 61.1% short (0.4M / 0.6M)
Short: 388,726 | Exempt: 529 | TRF Vol: 636,186 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: ELS — 64.3% short (0.5M / 0.7M)
Short: 456,435 | Exempt: 86 | TRF Vol: 709,578 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: ELS — 69.7% short (0.4M / 0.6M)
Short: 410,887 | Exempt: 2 | TRF Vol: 589,430 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: ELS — 67.8% short (0.5M / 0.7M)
Short: 452,746 | Exempt: 6 | TRF Vol: 667,470 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: ELS — 70.5% short (0.4M / 0.6M)
Short: 416,886 | Exempt: 5 | TRF Vol: 591,377 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.50 | $0.48–$0.52 | 0.1% | +1.4% | 4↑ 1↓ | $0.4B | 6 |
| Next Q | $0.53 | $0.50–$0.55 | 4.2% | -0.6% | 3↑ 2↓ | $0.4B | 6 |
| Current FY | $2.05 | $2.01–$2.07 | 4.8% | +0.2% | 0↑ 1↓ | $1.6B | 5 |
| Next FY | $2.18 | $2.09–$2.27 | 6.6% | -0.1% | 2↑ 2↓ | $1.6B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.505 | — |
| 7d ago | $0.504 | +0.001 |
| 30d ago | $0.498 | +0.007 |
| 60d ago | $0.498 | +0.007 |
| 90d ago | $0.497 | +0.008 |
Institutional ownership
Which big funds own ELS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.5B total value (147,862,873 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 31 institutions trimmed/exited vs 19 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,460,025 | $1.6B | 16.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,433,541 | $1.1B | 11.1% | — |
| STATE STREET CORP | 11,608,725 | $754.4M | 7.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,773,609 | $565.5M | 5.9% | — |
| Aristotle Capital Management, LLC | 8,183,427 | $527.4M | 5.5% | — |
| PRINCIPAL FINANCIAL GROUP INC | 7,548,806 | $486.5M | 5.1% | — |
| VICTORY CAPITAL MANAGEMENT INC | 5,262,476 | $339.2M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,913,444 | $316.7M | 3.3% | — |
| Daiwa Securities Group Inc. | 3,721,394 | $239.8M | 2.5% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,512,521 | $233.2M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | ADD | 2,254,351 | 3,200,525 | +42.0% | $206.3M |
| JPMORGAN CHASE & CO | TRIM | 4,746,014 | 3,035,606 | -36.0% | $197.0M |
| NORGES BANK | NEW | — | 2,325,181 | — | $149.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,379,910 | 1,882,237 | +36.4% | $121.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 2,001,175 | 1,418,675 | -29.1% | $91.4M |
| CITADEL ADVISORS LLC | DOUBLED | 594,915 | 1,212,946 | +103.9% | $78.2M |
| SEI INVESTMENTS CO | ADD | 957,634 | 1,205,871 | +25.9% | $77.7M |
| Russell Investments Group, Ltd. | ADD | 450,203 | 718,472 | +59.6% | $46.3M |
| Nuveen, LLC | TRIM | 1,404,980 | 373,966 | -73.4% | $24.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 370,369 | 270,714 | -26.9% | $17.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$201.7K — $0.00 bought, $201.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Freedman Constance | Director | AWARD | 62 | $55.26 | $3.4K |
| Jul 31, 2026 | Peppet Scott R | Director | GIFT | 3,615 | — | — |
| Jul 1, 2026 | Freedman Constance | Director | AWARD | 377 | $51.65 | $19.5K |
| May 1, 2026 | CONTIS DAVID J | Director | GIFT | 111 | — | — |
| May 1, 2026 | Freedman Constance | Director | AWARD | 60 | $53.77 | $3.2K |
| May 1, 2026 | CONTIS DAVID J | Director | GIFT | 802 | — | — |
| Apr 29, 2026 | CONTIS DAVID J | Director | GIFT | 758 | — | — |
| Apr 29, 2026 | CONTIS DAVID J | Director | GIFT | 104 | — | — |
| Apr 29, 2026 | CONTIS DAVID J | Director | GIFT | 196 | — | — |
| Apr 28, 2026 | Berkenfield Andrew | Director | AWARD | 2,316 | $62.60 | $145.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ELS.
Shares short
9,254,009
Settlement Sep 15, 2026
Change vs prior
+5.0%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All ELS filing & press-release reports (9)
- 8-K reportSep 10, 2026
- INST-CLUSTER reportAug 11, 2026
- PRESS-RELEASE reportJul 28, 2026
- PRESS-RELEASE reportJul 22, 2026
- PRESS-RELEASE reportJul 13, 2026
- 8-K reportMay 27, 2026
- 8-K reportApr 29, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportMar 17, 2026