Equity Lifestyle Properties
About: Equity Lifestyle Properties is a residential REIT that focuses on owning manufactured housing, residential vehicle communities, and marinas. The company currently has a portfolio of 455 properties across the U.S. with a higher concentration in the Sunbelt region with 38% of the company's properties located in Florida, 12% in Arizona, and 8% in California. Equity Lifestyle targets owning properties in attractive retirement destinations with over 70% of the company's properties either being age-restricted or having an average resident age over 55.
Employees: 3,800
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
31% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 167
20% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]
3.36% more ownership
Funds ownership: 95.19% [Q1] → 98.54% (+3.36%) [Q2]
4% less capital invested
Capital invested by funds: $12.1B [Q1] → $11.6B (-$513M) [Q2]
6% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 69
2% less funds holding
Funds holding: 521 [Q1] → 510 (-11) [Q2]
18% less call options, than puts
Call options by funds: $314K | Put options by funds: $382K
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
|
Morgan Stanley
Adam Kramer
|
$63
|
Equal-Weight
Maintained
|
4 Sep 2025 |
|
Truist Securities
Anthony Hau
|
$68
|
Buy
Maintained
|
30 Jul 2025 |
|
Barclays
Anthony Powell
|
$67
|
Overweight
Upgraded
|
29 Jul 2025 |
|
Wells Fargo
James Feldman
|
$70
|
Overweight
Maintained
|
24 Jul 2025 |
|
RBC Capital
Brad Heffern
|
$66
|
Sector Perform
Maintained
|
23 Jul 2025 |
|
Compass Point
Merrill Ross
|
$72
|
Buy
Upgraded
|
22 Jul 2025 |
Financial journalist opinion
Based on 5 articles about ELS published over the past 30 days
