Great Lakes Advisors LLC Sells 19,363 Shares of Equity Lifestyle Properties, Inc. $ELS

Great Lakes Advisors LLC lessened its stake in Equity Lifestyle Properties, Inc. (NYSE:ELS) by 5.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 333,000 shares of the real estate investment trust’s stock after selling 19,363 shares during the period. Great Lakes Advisors LLC owned 0.17% of Equity Lifestyle Properties worth $20,213,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Allworth Financial LP grew its position in shares of Equity Lifestyle Properties by 204.1% in the 2nd quarter. Allworth Financial LP now owns 660 shares of the real estate investment trust’s stock worth $41,000 after buying an additional 443 shares during the last quarter. IFP Advisors Inc grew its holdings in Equity Lifestyle Properties by 874.7% in the second quarter. IFP Advisors Inc now owns 848 shares of the real estate investment trust’s stock worth $52,000 after purchasing an additional 761 shares during the last quarter. Wilmington Savings Fund Society FSB grew its holdings in Equity Lifestyle Properties by 27.4% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,250 shares of the real estate investment trust’s stock worth $76,000 after purchasing an additional 269 shares during the last quarter. Farther Finance Advisors LLC increased its position in shares of Equity Lifestyle Properties by 12.3% during the second quarter. Farther Finance Advisors LLC now owns 1,620 shares of the real estate investment trust’s stock worth $100,000 after purchasing an additional 178 shares in the last quarter. Finally, GAMMA Investing LLC lifted its holdings in shares of Equity Lifestyle Properties by 10.8% during the 2nd quarter. GAMMA Investing LLC now owns 2,069 shares of the real estate investment trust’s stock valued at $128,000 after purchasing an additional 201 shares during the last quarter. 97.21% of the stock is owned by hedge funds and other institutional investors.

Equity Lifestyle Properties News Roundup

Here are the key news stories impacting Equity Lifestyle Properties this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.120–$3.220 versus the prior consensus of ~$2.49 — a material upward revision that suggests stronger cash flow and supports valuation. Equity Lifestyle Properties: Q4 Earnings Snapshot
• Positive Sentiment: Q1‑2026 guidance also raised to $0.810–$0.870 vs. consensus ~$0.66, giving investors near‑term visibility and reducing uncertainty for the next quarter. (Same guidance announcement referenced above.)
• Positive Sentiment: Q4 FFO/earnings of $0.79 topped consensus ($0.78) and improved vs. prior year ($0.76), indicating resilient operating performance. This beat underpins the stronger guidance. ELS Surpasses Q4 FFO and Revenue Estimates
• Positive Sentiment: Company announced its 22nd consecutive annual dividend increase in the PR release, which supports income investors and signals management confidence in cash flow stability. ELS Reports Fourth Quarter Results
• Neutral Sentiment: Revenue was $373.9M, roughly flat year‑over‑year (+0.4%), so growth remains modest even as margins and FFO showed strength; this tempers a pure growth narrative. Press Release / Earnings PDF
• Neutral Sentiment: Analyst commentary and metric deep dives (Zacks previews) provide context on occupancy, rent trends and expenses — useful for modeling but not headline moving on their own. What Key Metrics Have to Say
• Negative Sentiment: Top‑line missed the Street’s revenue estimate (~$382.9M vs. $373.9M reported), which could concern investors focused on growth momentum even though FFO beat cushions the impact. Revenue vs Estimates

Wall Street Analyst Weigh In

Several brokerages recently issued reports on ELS. Deutsche Bank Aktiengesellschaft lowered Equity Lifestyle Properties from a “buy” rating to a “hold” rating and set a $65.00 target price on the stock. in a research report on Tuesday, January 20th. Weiss Ratings restated a “hold (c)” rating on shares of Equity Lifestyle Properties in a report on Thursday, January 22nd. Wells Fargo & Company decreased their price objective on shares of Equity Lifestyle Properties from $70.00 to $68.00 and set an “overweight” rating for the company in a research report on Thursday, October 30th. Wall Street Zen downgraded Equity Lifestyle Properties from a “hold” rating to a “sell” rating in a research note on Saturday, January 24th. Finally, Evercore ISI dropped their target price on Equity Lifestyle Properties from $67.00 to $65.00 and set an “inline” rating on the stock in a research report on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $69.14.

Equity Lifestyle Properties Stock Performance

Shares of NYSE ELS opened at $61.86 on Thursday. Equity Lifestyle Properties, Inc. has a 1 year low of $58.15 and a 1 year high of $70.35. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.05 and a current ratio of 0.05. The company’s fifty day moving average price is $61.81 and its 200 day moving average price is $61.30. The company has a market capitalization of $11.99 billion, a PE ratio of 31.09, a price-to-earnings-growth ratio of 3.54 and a beta of 0.77.

Equity Lifestyle Properties (NYSE:ELS) last posted its earnings results on Wednesday, January 28th. The real estate investment trust reported $0.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.78 by $0.01. Equity Lifestyle Properties had a net margin of 24.97% and a return on equity of 20.99%. The business had revenue of $373.87 million for the quarter, compared to analyst estimates of $382.93 million. During the same period in the prior year, the company posted $0.76 EPS. The company’s revenue for the quarter was up .4% on a year-over-year basis. Equity Lifestyle Properties has set its Q1 2026 guidance at 0.810-0.870 EPS and its FY 2026 guidance at 3.120-3.220 EPS. On average, research analysts predict that Equity Lifestyle Properties, Inc. will post 3.07 earnings per share for the current year.

About Equity Lifestyle Properties

Equity Lifestyle Properties, Inc (NYSE: ELS) is a publicly traded real estate investment trust specializing in the acquisition, development, ownership and operation of manufactured home communities and recreational vehicle resorts. The company’s portfolio includes more than 450 properties across the United States and Canada, serving over 200,000 residents and visitors. ELS organizes its operations into two primary segments: manufactured housing communities, which provide long-term housing solutions, and upscale RV and seasonal resorts designed for leisure travelers and seasonal patrons.

In its manufactured home division, ELS offers home-site leases combined with community amenities such as landscaped common areas, clubhouses, swimming pools and organized resident events.