TwinBeech Capital’s Equity Lifestyle Properties ELS Stock Holding History

TwinBeech 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 Q1	$936K	Buy	+15,000	New	+$972K	0.1%	262
2025 Q2	–	Sell	-101,309	Closed	-$6.76M	–	735
2025 Q1	$6.76M	Buy	+101,309	New	+$6.76M	0.12%	199
2024 Q4	–	Sell	-87,327	Closed	-$6.23M	–	689
2024 Q3	$6.23M	Buy	+87,327	New	+$6.12M	0.12%	205
2024 Q1	–	Sell	-127,510	Closed	-$8.99M	–	629
2023 Q4	$8.99M	Buy	+127,510	New	+$8.68M	0.15%	189
2022 Q2	–	Sell	-4,219	Closed	-$323K	–	561
2022 Q1	$323K	Sell	4,219 -7,065	-63%	-$545K	0.01%	425
2021 Q4	$989K	Buy	+11,284	New	+$950K	0.06%	343
2020 Q2	–	Sell	-4,677	Closed	-$269K	–	398
2020 Q1	$269K	Buy	+4,677	New	+$319K	0.11%	233

Other funds holding ELS

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

TwinBeech Capital's ELS Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Equity Lifestyle Properties (ELS) in Q1 2026: 15,000 shares worth $936K. The stake represents 0.1% of the portfolio and ranks #262 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in ELS as recently as Q1 2025.

TwinBeech Capital first reported a position in ELS in Q1 2020 and has held it in 7 quarters since. The position peaked at $8.99M in Q4 2023. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

TwinBeech Capital held 15,000 shares of Equity Lifestyle Properties worth $936K as of Q1 2026.
Equity Lifestyle Properties was a new TwinBeech Capital position in Q1 2026.
Equity Lifestyle Properties made up 0.1% of TwinBeech Capital's portfolio in Q1 2026, its #262 holding.
TwinBeech Capital first reported a position in Equity Lifestyle Properties in Q1 2020 and has held it in 7 quarters since.
TwinBeech Capital's Equity Lifestyle Properties position peaked at $8.99M in Q4 2023.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.