MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in ELS — Equity Lifestyle Properties Inc

CIK 912938 Boston, MA

Back to ELS Full portfolio

Position in ELS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$269,736,167

-$3,937,496 QoQ

Shares Held

4,321,310

-4.3% QoQ

Ownership

2.23%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74.99103281180938.ToString("F0")% Shared 23.804725881734935.ToString("F0")% None 1.2042413064556814.ToString("F0")%

Common Shares in ELS Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $986,207,937 across 9 REIT - Residential names. ELS ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc This page	4,321,310	$269,736,167
2	ESS	Essex Property Trust, Inc.	849,523	$205,584,566
3	MAA	Mid America Apartment Communities Inc.	1,664,943	$203,322,837
4	JAN	Janus Living, Inc.	4,369,804	$102,996,277
5	EQR	Equity Residential	1,259,931	$74,524,916
6	AMH	American Homes 4 Rent	2,610,155	$72,875,525
7	IRT	Independence Realty Trust, Inc.	3,091,287	$46,029,263
8	AVB	Avalonbay Communities Inc	66,369	$10,841,373

All Filings in ELS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$269,736,167	4,321,310	-4.3%	Shares	Defined	2026-05-14
2025-12-31	$273,673,663	4,515,322	-16.0%	Shares	Sole	2026-01-22
2025-09-30	$326,271,845	5,375,154	+114.5%	Shares	Sole	2025-10-29
2025-06-30	$154,574,372	2,506,476	+8.2%	Shares	Sole	2025-08-08
2025-03-31	$154,576,847	2,317,494	-27.6%	Shares	Sole	2025-05-02
2024-12-31	$213,191,726	3,201,077	+0.8%	Shares	Sole	2025-02-12
2024-09-30	$226,664,300	3,177,240	-1.3%	Shares	Sole	2024-11-12
2024-06-30	$209,629,891	3,218,638	+5.0%	Shares	Sole	2024-08-09
2024-03-31	$197,381,040	3,064,923	+11.7%	Shares	Sole	2024-05-14
2023-12-31	$193,533,259	2,743,596	+17.6%	Shares	Sole	2024-02-08
2023-09-30	$148,670,722	2,333,554	+3.0%	Shares	Sole	2023-11-08
2023-06-30	$151,575,815	2,266,046	+2.0%	Shares	Sole	2023-08-09
2023-03-31	$149,176,954	2,222,210	-1.8%	Shares	Sole	2023-05-10
2022-12-31	$146,123,584	2,261,975	+0.7%	Shares	Sole	2023-02-13
2022-09-30	$141,203,614	2,247,034	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$156,551,639	2,221,536	+37.3%	Shares	Sole	2022-08-09
2022-03-31	$123,730,872	1,617,820	+3.4%	Shares	Sole	2022-05-11
2021-12-31	$137,191,579	1,565,042	+6.7%	Shares	Sole	2022-02-10
2021-09-30	$114,583,397	1,467,137	+1.4%	Shares	Sole	2021-11-10
2021-06-30	$107,472,247	1,446,269	+25.2%	Shares	Sole	2021-08-13
2021-03-31	$73,518,072	1,155,218	+3.7%	Shares	Sole	2021-05-13
2020-12-31	$70,580,504	1,113,960	-10.5%	Shares	Sole	2021-05-12
2020-09-30	$76,271,543	1,244,234	+3.7%	Shares	Sole	2020-11-12
2020-06-30	$74,951,006	1,199,600	-10.8%	Shares	Sole	2020-11-20
2020-03-31	$77,319,622	1,345,157	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.