EQUITY LIFESTYLE PROPERTIES INC(ELS)Stock Analysis
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Data updated 2026-08-29AI stock analysis and institutional research for EQUITY LIFESTYLE PROPERTIES INC (ELS), a Real Estate sector company. 13F Pro tracks ELS using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), EQUITY LIFESTYLE PROPERTIES INC reports quarterly revenue of $397.6M, net income of $111.5M, an operating margin of 28.3%. Top institutional holders of ELS by reported 13-F value include BlackRock, PRICE T ROWE ASSOCIATES, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ELS trades on the NYSE exchange and files with the SEC under CIK 895417. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ELS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EQUITY LIFESTYLE PROPERTIES INC directly from SEC EDGAR. EQUITY LIFESTYLE PROPERTIES INC's 13F Pro composite quality score has ranged between 62 and 71 since 2021, currently 64.2 — a declining long-term trajectory across 64 quarterly and live scoring snapshots.
Revenue
Q1 2026
$397.6M
Net Income
Q1 2026
$111.5M
Operating Margin
Q1 2026
28.3%
ROIC
Q1 2026
25.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+0.3% YoYNet Income
+4.5% YoYOperating Income
+2.8% YoYEPS (Diluted)
+2.6% YoYTotal Assets
+1.8% YoYTotal Debt
+4.4% YoYOp. Cash Flow
-4.3% YoYFree Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.53B +0.3% | $1.53B +2.5% | $1.49B +2.9% | $1.45B +9.9% | $1.32B +17.7% | $1.12B |
| Net Income | $402.1M +4.5% | $384.8M +16.7% | $329.7M +10.3% | $298.8M +8.3% | $276.0M +14.3% | $241.4M |
| Operating Income | $391.3M +2.8% | $380.7M +18.9% | $320.1M +8.3% | $295.5M +8.6% | $272.2M | — |
| EPS (Diluted) | $2.01 +2.6% | $1.96 +16.0% | $1.69 +10.5% | $1.53 +7.0% | $1.43 +14.4% | $1.25 |
| Total Assets | $5.75B +1.8% | $5.65B +0.6% | $5.61B +2.2% | $5.49B +3.5% | $5.31B +20.1% | $4.42B |
| Total Debt | $3.35B +4.4% | $3.20B -8.9% | $3.52B +3.9% | $3.39B +3.5% | $3.27B +33.9% | $2.44B |
| Operating Cash Flow | $571.1M -4.3% | $596.7M +8.9% | $548.0M +15.2% | $475.8M -6.5% | $509.0M +21.9% | $417.4M |
| Free Cash Flow | — | — | — | $343.0M +208.9% | $111.0M -46.7% | $208.2M |
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Available Research
13F Pro tracks comprehensive data for EQUITY LIFESTYLE PROPERTIES INC including:
Top Institutional Holders of ELS
BlackRock, Inc.
$1.6B24,460,025 shPRICE T ROWE ASSOCIATES INC /MD/
$1.2B18,211,355 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B16,433,541 shCOHEN & STEERS, INC.
$959.5M14,888,121 shSTATE STREET CORP
$754.4M11,608,725 shVANGUARD CAPITAL MANAGEMENT LLC
$565.5M8,773,609 shAristotle Capital Management, LLC
$527.4M8,183,427 shPRINCIPAL FINANCIAL GROUP INC
$486.5M7,548,806 shVICTORY CAPITAL MANAGEMENT INC
$339.2M5,262,476 shGEODE CAPITAL MANAGEMENT, LLC
$316.7M4,913,444 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.6B | 24,460,025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.2B | 18,211,355 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 16,433,541 |
| COHEN & STEERS, INC. | $959.5M | 14,888,121 |
| STATE STREET CORP | $754.4M | 11,608,725 |
| VANGUARD CAPITAL MANAGEMENT LLC | $565.5M | 8,773,609 |
| Aristotle Capital Management, LLC | $527.4M | 8,183,427 |
| PRINCIPAL FINANCIAL GROUP INC | $486.5M | 7,548,806 |
| VICTORY CAPITAL MANAGEMENT INC | $339.2M | 5,262,476 |
| GEODE CAPITAL MANAGEMENT, LLC | $316.7M | 4,913,444 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is ELS a good stock to buy?
13F Pro's AI-powered analysis of EQUITY LIFESTYLE PROPERTIES INC (ELS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ELS are available on the ELS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ELS is classified as a large company.
Which hedge funds own ELS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ELS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EQUITY LIFESTYLE PROPERTIES INC's investment landscape.