Gillson Capital LP

Position in ELS — Equity Lifestyle Properties Inc

CIK 1698055 CHICAGO, IL

Position in ELS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,182,140

-$781,152 QoQ

Shares Held

67,000

-18.2% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Gillson Capital LP holds $40,953,689 across 5 REIT - Residential names. ELS ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVH	Invitation Homes Inc.	758,600	$18,851,210
2	EQR	Equity Residential	187,081	$11,065,841
3	AMH	American Homes 4 Rent	224,400	$6,265,248
4	ELS	Equity Lifestyle Properties Inc This page	67,000	$4,182,140
5	JAN	Janus Living, Inc.	25,000	$589,250

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,182,140	67,000	-18.2%	Shares	Sole	2026-05-15
2025-12-31	$4,963,292	81,889	-79.9%	Shares	Sole	2026-02-17
2025-09-30	$24,698,830	406,900	+196.6%	Shares	Sole	2025-11-14
2025-03-31	$9,151,240	137,200	+75.9%	Shares	Sole	2025-05-15
2024-06-30	$5,080,140	78,000	-39.1%	Shares	Sole	2024-08-14
2020-12-31	$8,113,374	128,052	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.