Adelante Capital Management LLC
Position in ELS — Equity Lifestyle Properties Inc
CIK 1067926
ALAMEDA, CA
Position in ELS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$34,522,192
-$624,334 QoQ
Shares Held
553,063
-4.6% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65.75652321706569.ToString("F0")%
Shared 0.ToString("F0")%
None 34.24347678293431.ToString("F0")%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Adelante Capital Management LLC holds $212,877,275 across 9 REIT - Residential names. ELS ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
325,177 | $53,117,662 | |
| 2 | EQR |
Equity Residential
|
894,206 | $52,892,284 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
This page
|
553,063 | $34,522,192 | |
| 4 | AMH |
American Homes 4 Rent
|
903,999 | $25,239,652 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
156,165 | $19,070,869 | |
| 6 | MRP |
Millrose Properties, Inc.
|
443,990 | $12,431,720 | |
| 7 | JAN |
Janus Living, Inc.
|
309,963 | $7,305,827 | |
| 8 | SUI |
Sun Communities Inc
|
32,940 | $4,149,122 |
All Filings in ELS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,522,192 | 553,063 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $35,146,526 | 579,880 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $38,487,138 | 634,055 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $41,591,789 | 674,425 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $42,330,287 | 634,637 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $28,573,264 | 429,028 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,860,257 | 432,580 | Shares | Sole | 2025-02-24 | |
| 2024-06-30 | $23,947,714 | 367,691 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,065,384 | 404,742 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,349,320 | 401,890 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $35,341,593 | 554,726 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $47,640,797 | 712,226 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,613,200 | 753,958 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $53,533,438 | 828,691 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $45,247,376 | 720,041 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $44,613,429 | 633,084 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $45,935,264 | 600,618 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,869,612 | 614,529 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $58,607,489 | 750,416 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $58,359,581 | 785,353 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $50,208,968 | 788,953 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $57,944,304 | 914,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $66,571,922 | 1,086,002 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $68,441,591 | 1,095,416 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $28,193,250 | 490,488 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||