Which hedge funds own ELS? EQUITY LIFESTYLE PROPERTIES, Q2 2026 13F holders
32 tracked hedge funds disclosed a position in ELS (EQUITY LIFESTYLE PROPERTIES) in their Q2 2026 13F filings, worth $374.4m in total. The largest holder by portfolio weight is Long Pond Capital, LP at 2.1% of its book. 10 opened a new position this quarter: Long Pond Capital, LP, Waratah Capital Advisors Ltd., Lighthouse Investment Partners, LLC, Entropy Technologies, LP. 14 exited: Gillson Capital LP, Catalyst Funds Management Pty Ltd, Lombard Odier Asset Management (USA) Corp.
- 32
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $63.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $48.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $374m
- Combined value Sum of the holders' reported positions in the security.
- 2.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Gillson Capital LP | 0.3% | $4.2m |
| Catalyst Funds Management Pty Ltd | 0.2% | $1.1m |
| Lombard Odier Asset Management (USA) Corp | 0.1% | $251k |
| Bayforest Capital Ltd | 0.1% | $109k |
| Dockside LLC | 0.1% | $469k |
| Twinbeech Capital LP | 0.10% | $936k |
| FJ Capital Management LLC | 0.09% | $826k |
| Lecap Asset Management Ltd | 0.09% | $237k |
| Y-Intercept (Hong Kong) Ltd | 0.04% | $2.1m |
| Qube Research & Technologies Ltd | 0.04% | $25.3m |
| Engineers Gate Manager LP | 0.03% | $2.1m |
| D. E. Shaw & Co., Inc. | 0.01% | $9.8m |
| Boothbay Fund Management, LLC | 0.01% | $237k |
| Jain Global LLC | 0.0% | $379k |
Ownership over time
Who discovered ELS first? Beta
| Waratah Capital Advisors Ltd. high conviction | Q4 2018 | +3.3 pts |
| Long Pond Capital, LP | Q4 2020 | +0.9 pts |
| Crown Advisors Management, Inc. | Q1 2020 | +0.5 pts |
| SG Capital Management LLC | Q2 2020 | +0.1 pts |
| Wexford Capital LP | Q3 2020 | 0.0 pts |
| Makena Capital Management LLC | Q2 2020 | 0.0 pts |
| Waterfront Capital Partners, LLC | Q2 2016 | −0.1 pts |
| Vision Capital Corp high conviction | Q2 2020 | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.