Adelante Capital Management’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.5M | Sell |
553,063
-26,817
| -5% | -$1.74M | 2.36% | 14 |
|
|
2025
Q4 | $35.1M | Sell |
579,880
-54,175
| -9% | -$3.35M | 2.37% | 15 |
|
|
2025
Q3 | $38.5M | Sell |
634,055
-40,370
| -6% | -$2.45M | 2.57% | 15 |
|
|
2025
Q2 | $41.6M | Buy |
674,425
+39,788
| +6% | +$2.54M | 3.06% | 12 |
|
|
2025
Q1 | $42.3M | Buy |
634,637
+205,609
| +48% | +$13.7M | 3.2% | 11 |
|
|
2024
Q4 | $28.6M | Sell |
429,028
-3,552
| -0.8% | -$246K | 1.89% | 18 |
|
|
2024
Q3 | $30.9M | Buy |
432,580
+64,889
| +18% | +$4.55M | 1.99% | 17 |
|
|
2024
Q2 | $23.9M | Sell |
367,691
-37,051
| -9% | -$2.32M | 1.89% | 17 |
|
|
2024
Q1 | $26.1M | Buy |
404,742
+2,852
| +0.7% | +$191K | 1.72% | 19 |
|
|
2023
Q4 | $28.3M | Sell |
401,890
-152,836
| -28% | -$10.4M | 1.96% | 17 |
|
|
2023
Q3 | $35.3M | Sell |
554,726
-157,500
| -22% | -$10.6M | 2.86% | 13 |
|
|
2023
Q2 | $47.6M | Sell |
712,226
-41,732
| -6% | -$2.78M | 4.19% | 7 |
|
|
2023
Q1 | $50.6M | Sell |
753,958
-74,733
| -9% | -$5.07M | 4.42% | 8 |
|
|
2022
Q4 | $53.5M | Buy |
828,691
+108,650
| +15% | +$6.88M | 4.51% | 9 |
|
|
2022
Q3 | $45.2M | Buy |
720,041
+86,957
| +14% | +$6.25M | 3.4% | 13 |
|
|
2022
Q2 | $44.6M | Buy |
633,084
+32,466
| +5% | +$2.42M | 2.68% | 15 |
|
|
2022
Q1 | $45.9M | Sell |
600,618
-13,911
| -2% | -$1.07M | 2.28% | 17 |
|
|
2021
Q4 | $53.9M | Sell |
614,529
-135,887
| -18% | -$11.4M | 2.39% | 16 |
|
|
2021
Q3 | $58.6M | Sell |
750,416
-34,937
| -4% | -$2.86M | 2.98% | 13 |
|
|
2021
Q2 | $58.4M | Sell |
785,353
-3,600
| -0.5% | -$255K | 3.13% | 13 |
|
|
2021
Q1 | $50.2M | Sell |
788,953
-125,572
| -14% | -$7.81M | 3.15% | 13 |
|
|
2020
Q4 | $57.9M | Sell |
914,525
-171,477
| -16% | -$10.6M | 3.96% | 9 |
|
|
2020
Q3 | $66.6M | Sell |
1,086,002
-9,414
| -0.9% | -$609K | 3.91% | 7 |
|
|
2020
Q2 | $66M | Buy |
1,095,416
+604,928
| +123% | +$37.1M | 3.9% | 8 |
|
|
2020
Q1 | $28.2M | Buy |
+490,488
| New | +$33.5M | 1.79% | 22 |
|
|
2015
Q3 | – | Sell |
-15,830
| Closed | -$416K | – | 46 |
|
|
2015
Q2 | $416K | Sell |
15,830
-6,882
| -30% | -$185K | 0.02% | 40 |
|
|
2015
Q1 | $624K | Sell |
22,712
-873,776
| -97% | -$23.9M | 0.03% | 41 |
|
|
2014
Q4 | $23.1M | Sell |
896,488
-31,764
| -3% | -$764K | 1.06% | 32 |
|
|
2014
Q3 | $19.7M | Buy |
928,252
+108,366
| +13% | +$2.4M | 1% | 32 |
|
|
2014
Q2 | $18.1M | Sell |
819,886
-42,210
| -5% | -$901K | 0.96% | 30 |
|
|
2014
Q1 | $17.5M | Sell |
862,096
-13,214
| -2% | -$259K | 0.97% | 30 |
|
|
2013
Q4 | $15.9M | Buy |
875,310
+189,200
| +28% | +$3.42M | 0.93% | 32 |
|
|
2013
Q3 | $11.7M | Buy |
+686,110
| New | +$12.8M | 0.69% | 35 |
|
Other funds holding ELS
VPM
VCM
Adelante Capital Management's ELS Position: Q1 2026 in Review
Adelante Capital Management reduced its Equity Lifestyle Properties (ELS) stake by 4.6% in Q1 2026, selling an estimated $1.74M and leaving 553,063 shares worth $34.5M. The position accounts for 2.36% of the portfolio, ranked #14.
Adelante Capital Management first reported a position in ELS in Q3 2013 and has held it in 33 quarters since. The position peaked at $66.6M in Q3 2020. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.
- Adelante Capital Management held 553,063 shares of Equity Lifestyle Properties worth $34.5M as of Q1 2026.
- Adelante Capital Management sold 26,817 Equity Lifestyle Properties shares in Q1 2026, an estimated $1.74M.
- Equity Lifestyle Properties made up 2.36% of Adelante Capital Management's portfolio in Q1 2026, its #14 holding.
- Adelante Capital Management first reported a position in Equity Lifestyle Properties in Q3 2013 and has held it in 33 quarters since.
- Adelante Capital Management's Equity Lifestyle Properties position peaked at $66.6M in Q3 2020.
- 493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.
Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.