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Cohen & Steers and affiliates report a significant ownership stake in Equity Lifestyle Properties, Inc. common stock. The filing states that Cohen & Steers, Inc. beneficially owns 14,888,120 shares, representing 7.68% of Equity Lifestyle Properties’ common stock.
Cohen & Steers, Inc. is a Delaware corporation and parent of several investment adviser subsidiaries, including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd, Cohen & Steers Asia Ltd and Cohen & Steers Ireland Ltd. The group reports sole voting power over 9,885,286 shares and sole dispositive power over 14,888,120 shares, with no shared voting or dispositive power.
The filing explains that the securities are held by the adviser subsidiaries for the benefit of their respective account holders, who have rights to receive dividends and sale proceeds from the Equity Lifestyle Properties shares held on their behalf.
Equity Lifestyle Properties director Constance Freedman acquired 62 shares of common stock on August 3, 2026 through the company’s Employee Stock Purchase Plan at $55.26 per share, bringing her direct holdings to 16,525 shares. She also reports multiple outstanding non-qualified stock options with exercise prices between $60.29 and $79.72 expiring from 2030 to 2034.
Equity Lifestyle Properties Inc director Scott R. Peppet reported a bona fide gift of 3,615 shares of common stock to a charitable organization on July 31, 2026 at no consideration. Following the gift, he directly holds 10,973 shares, and an additional 190 shares are reported as held indirectly by his daughter.
Equity LifeStyle Properties reported higher results for the quarter and six months ended June 30, 2026. Q2 total revenues were $397,815 thousand, with consolidated net income of $99,518 thousand and net income available to Common Stockholders of $96,316 thousand, or $0.50 per fully diluted share, up from $0.42. Q2 FFO per fully diluted Common Share and OP Unit rose to $0.77, and Normalized FFO to $0.74.
Core property operations were the main contributor. For the quarter, Core property operating revenues increased 4.9% and Core property operating expenses (excluding property management) rose 2.9%, resulting in a 6.5% increase in Core income from property operations (excluding property management). Core MH base rental income grew 5.8% from rate increases, with average monthly MH rent rising to approximately $956. Core Annual RV and marina base rental income increased 5.4%, partially offset by lower Seasonal and Transient RV and marina income due to reduced occupancy. Core MH average occupancy was 93.8%, reflecting 503 expansion sites added since June 30, 2025.
Net investment in real estate reached $5,471,037 thousand, including $103.3 million of investment in real estate from consolidating certain RVC joint ventures. Net cash provided by operating activities for the six months was $342,170 thousand. As of June 30, 2026, cash and restricted cash were $35,629 thousand, mortgage notes payable, net were $2,747,378 thousand, term loans, net were $437,863 thousand, and the unsecured line of credit had $127,500 thousand outstanding with $372.4 million of remaining capacity. An at-the-market equity offering program for up to $700.0 million of common stock remained entirely available.
Equity LifeStyle Properties, Inc. declared a third quarter 2026 dividend of $0.5425 per common share, which corresponds to an annualized dividend of $2.17 per share. The dividend is payable on October 9, 2026 to shareholders of record as of September 25, 2026.
The company describes itself as a fully integrated owner of lifestyle-oriented properties, with interests in 453 properties comprising 173,559 sites in the United States as of June 30, 2026, operating as a self-administered, self-managed real estate investment trust based in Chicago.
Equity LifeStyle Properties reported solid Q2 2026 results. Net income per common share was $0.50, up from $0.42 a year earlier, a 19.1% increase. FFO per share was $0.77 versus $0.69, and Normalized FFO per share was $0.74 versus $0.69, a 7.7% rise and above the midpoint of prior guidance of $0.69 to $0.75. Total Q2 revenues were $397.8 million, and Core income from property operations, excluding property management, grew 6.5% as property operating revenues increased faster than expenses.
Manufactured housing remained the key driver, with Core MH base rental income up 5.8% in Q2 and 5.7% year-to-date, modest site growth, and average monthly base rent of $956. Core RV and marina base rental income increased 1.8% in Q2 and 0.1% for six months, as strong annual rentals were partly offset by weaker seasonal and transient activity. For 2026, management now expects Net income per share of $2.05 to $2.15 and Normalized FFO per share of $3.13 to $3.23, nudging the midpoint to $3.18 from $3.17 and improving expected Core income from property operations growth to 5.5% to 6.5%. The balance sheet shows $5.80 billion of assets, $3.34 billion of debt, debt to total market capitalization of 20.5%, and total debt to Adjusted EBITDAre of 4.4x, supported by long-dated secured borrowings and term loans.
Equity Lifestyle Properties director Constance Freedman reported a small share acquisition. On July 1, 2026, she acquired 377 shares of common stock at $51.65 per share, coded as a grant or award. A footnote explains these shares were acquired through Equity Lifestyle Properties' Employee Stock Purchase Plan.
Following this transaction, she directly owns 16,463 shares of common stock. The filing also lists multiple non-qualified stock options to buy common stock with exercise prices such as $60.29, $66.81, $68.01, $68.74, and $79.72, with expiration dates ranging from 2030 to 2034, showing her remaining equity-based incentives.
Equity LifeStyle Properties released an investor presentation outlining its business performance, capital structure and updated 2026 outlook. The company owns or has interests in 453 manufactured housing, RV and marina properties with 173,419 sites across 35 states and one Canadian province as of March 31, 2026.
For full-year 2026, guidance calls for net income per common share of $2.02–$2.12, with a midpoint of $2.07, and Funds From Operations (FFO) per common share and OP unit of $3.11–$3.21, midpoint $3.16. Normalized FFO per share has a similar range of $3.12–$3.22, midpoint $3.17. Core portfolio property operating revenues are expected to rise about 4.5%, while core income from property operations, excluding property management, is projected to grow about 5.7%.
The presentation highlights long-term growth, including an 8.2% Normalized FFO per share CAGR and 19% dividend per share CAGR from 2006–2025. The annual dividend rate for 2026 is set at $2.17 per share, up 5.3% from $2.06 in 2025. As of March 31, 2026, enterprise value is $15.8 billion, with debt equal to 20.9% of enterprise value, Debt/Adjusted EBITDAre of 4.5x, a weighted average interest rate of 4.1% and average debt maturity of seven years, underscoring a relatively conservative balance sheet.
Equity Lifestyle Properties disclosure: T. Rowe Price Associates, Inc. amended a Schedule 13G to report beneficial ownership of 17,845,363 shares, representing 9.2% of the class. The filing states sole voting power of 17,567,690 shares and sole dispositive power of 17,845,363 shares.
The filing is an ownership disclosure under Schedule 13G/A and includes a signed affirmation denying beneficial ownership in one paragraph. No transaction, proceeds, or change-in-position mechanics are described in the excerpt.
Equity LifeStyle Properties director David J. Contis reported a series of stock gifts. On May 1, 2026, he made bona fide gifts totaling 1,826 shares of common stock, split between his direct holdings and the Contis Family Trust.
After these gifts, Contis held 4,716 shares directly and 8,959 shares indirectly through the Contis Family Trust. He also reported 1,000 shares held indirectly as custodian for grandchildren under UGMA. These are non-cash, charitable-style transfers rather than market sales.