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Long Pond Capital’s Equity Lifestyle Properties ELS Stock Holding History

Long Pond Capital’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7M Buy
+306,244
New +$19.4M 1.9% 19
2025
Q4 		– Sell
-354,911
Closed -$21.5M – 32
2025
Q3 		$21.5M Buy
+354,911
New +$21.5M 1.56% 16
2022
Q2 		– Sell
-551,909
Closed -$42.2M – 45
2022
Q1 		$42.2M Sell
551,909
-514,636
-48% -$39.7M 1.72% 20
2021
Q4 		$93.5M Hold
1,066,545
– – 3.34% 12
2021
Q3 		$83.3M Sell
1,066,545
-294,817
-22% -$24.2M 3.05% 14
2021
Q2 		$101M Sell
1,361,362
-432,082
-24% -$30.6M 3.51% 12
2021
Q1 		$114M Buy
1,793,444
+169,970
+10% +$10.6M 3.9% 10
2020
Q4 		$103M Buy
+1,623,474
New +$100M 3.44% 9
2014
Q1 		– Sell
-598,832
Closed -$10.8M – 33
2013
Q4 		$10.8M Buy
598,832
+194,832
+48% +$3.53M 1.04% 27
2013
Q3 		$6.9M Buy
+404,000
New +$7.53M 1.07% 19

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Long Pond Capital's ELS Position: Q2 2026 in Review

Long Pond Capital opened a new position in Equity Lifestyle Properties (ELS) in Q2 2026: 306,244 shares worth $19.7M. The stake represents 1.9% of the portfolio and ranks #19 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in ELS as recently as Q3 2025.

Long Pond Capital first reported a position in ELS in Q3 2013 and has held it in 10 quarters since. The position peaked at $114M in Q1 2021. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Long Pond Capital held 306,244 shares of Equity Lifestyle Properties worth $19.7M as of Q2 2026.
  • Equity Lifestyle Properties was a new Long Pond Capital position in Q2 2026.
  • Equity Lifestyle Properties made up 1.9% of Long Pond Capital's portfolio in Q2 2026, its #19 holding.
  • Long Pond Capital first reported a position in Equity Lifestyle Properties in Q3 2013 and has held it in 10 quarters since.
  • Long Pond Capital's Equity Lifestyle Properties position peaked at $114M in Q1 2021.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.