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
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Long Pond Capital's ELS Position: Q4 2025 in Review

Long Pond Capital sold out of Equity Lifestyle Properties (ELS) in Q4 2025, closing a stake of 354,911 shares — an estimated $21.5M sold.

Long Pond Capital first reported a position in ELS in Q3 2013 and held it in 9 quarters. The position peaked at $114M in Q1 2021. 501 funds tracked by Wall St. Rank hold ELS as of Q4 2025.

Long Pond Capital reported no remaining Equity Lifestyle Properties position as of Q4 2025 after selling out during the quarter.
Long Pond Capital sold 354,911 Equity Lifestyle Properties shares in Q4 2025, an estimated $21.5M.
Long Pond Capital first reported a position in Equity Lifestyle Properties in Q3 2013 and held it in 9 quarters.
Long Pond Capital's Equity Lifestyle Properties position peaked at $114M in Q1 2021.
501 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2025.

Based on Long Pond Capital's 13F filing for Q4 2025, filed 13 Feb 2026.