Sophron Capital Management L.P.
Position in ELS — Equity Lifestyle Properties Inc
CIK 2027142
SUMMIT, NJ
Position in ELS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,895,413
+$3,861,055 QoQ
Shares Held
200,084
+38.2% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#89
of 470 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Sophron Capital Management L.P. holds $83,411,243 across 10 REIT - Residential names. ELS ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
209,439 | $14,149,300 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
This page
|
200,084 | $12,895,413 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
36,114 | $10,530,481 | |
| 4 | AMH |
American Homes 4 Rent
|
283,360 | $9,498,227 | |
| 5 | VMRK |
Vivmark Residential
|
134,534 | $9,138,894 | |
| 6 | UDR |
UDR, Inc.
|
213,157 | $8,509,227 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
427,943 | $7,142,368 | |
| 8 | SUI |
Sun Communities Inc
|
44,380 | $5,321,605 |
All Filings in ELS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,895,413 | 200,084 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,034,358 | 144,735 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,097,011 | 133,592 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,167,772 | 216,932 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,752,799 | 255,437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,172,751 | 122,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,009,720 | 45,191 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||