Equity Lifestyle Properties Inc. is a self-administered, self-managed real estate investment trust ('REIT') with headquarters in Chicago. As of January 25, 2021, the company owns or has an interest in 423 quality properties in 33 states and British Columbia consisting of 161,229 sites.
Company profile
Ticker
ELS
Exchange
CEO
Marguerite Nader
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
MANUFACTURED HOME COMMUNITIES INC
SEC CIK
Corporate docs
Subsidiaries
State of Incorporated • MHC Operating Limited Partnership • Realty Systems, Inc. ...
IRS number
363857664
ELS stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
ELS Announces the Passing of Samuel Zell
18 May 23
8-K
Submission of Matters to a Vote of Security Holders
26 Apr 23
10-Q
2023 Q1
Quarterly report
25 Apr 23
8-K
Els Reports First Quarter Results
18 Apr 23
ARS
2022 FY
Annual report to shareholders
15 Mar 23
DEFA14A
Additional proxy soliciting materials
15 Mar 23
DEF 14A
Definitive proxy
15 Mar 23
10-K
2022 FY
Annual report
21 Feb 23
8-K
Departure of Directors or Certain Officers
9 Feb 23
8-K
Els Reports Fourth Quarter Results
31 Jan 23
Transcripts
ELS
Earnings call transcript
2022 Q4
18 Apr 23
ELS
Earnings call transcript
2022 Q4
31 Jan 23
ELS
Earnings call transcript
2022 Q3
18 Oct 22
ELS
Earnings call transcript
2022 Q2
19 Jul 22
ELS
Earnings call transcript
2022 Q1
19 Apr 22
ELS
Earnings call transcript
2021 Q4
25 Jan 22
ELS
Earnings call transcript
2021 Q3
19 Oct 21
ELS
Earnings call transcript
2021 Q2
20 Jul 21
ELS
Earnings call transcript
2021 Q1
20 Apr 21
ELS
Earnings call transcript
2020 Q4
26 Jan 21
Financial summary
| Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
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| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
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| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 30.66 mm | 30.66 mm | 30.66 mm | 30.66 mm | 30.66 mm | 30.66 mm |
| Cash burn (monthly) | (no burn) | 621.58 k | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 1.31 mm | n/a | n/a | n/a | n/a |
| Cash remaining | n/a | 29.35 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | n/a | 47.2 | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2023
90.7% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 398 |
| Opened positions | 51 |
| Closed positions | 48 |
| Increased positions | 139 |
| Reduced positions | 143 |
| 13F shares | Current |
|---|---|
| Total value | 11.20 tn |
| Total shares | 168.87 mm |
| Total puts | 6.70 k |
| Total calls | 97.20 k |
| Total put/call ratio | 0.1 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 25.07 mm | $1.68 tn |
| BLK Blackrock | 15.00 mm | $1.01 tn |
| FMR | 11.80 mm | $792.34 bn |
| Aristotle Capital Management | 9.12 mm | $612.37 bn |
| T. Rowe Price | 8.57 mm | $579.37 bn |
| STT State Street | 8.48 mm | $572.69 bn |
| PFG Principal Financial Group Inc - Registered Shares | 7.18 mm | $482.29 bn |
| Victory Capital Management | 5.45 mm | $366.04 bn |
| Nuveen Asset Management | 3.58 mm | $241.75 bn |
| Chai Trust | 3.46 mm | $232.12 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 May 23 | Patrick Waite | Common Stock, par value $.01 | Grant | Acquire A | No | No | 56.58 | 5 | 282.90 | 228,052 |
| 1 May 23 | Freedman Constance | Common Stock, par value $.01 | Grant | Acquire A | No | No | 56.58 | 13 | 735.54 | 6,535 |
| 25 Apr 23 | Berkenfield Andrew | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 110 | 7.48 k | 3,457 |
| 25 Apr 23 | Berkenfield Andrew | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 1,470 | 99.97 k | 3,347 |
| 25 Apr 23 | Derrick Burks | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 184 | 12.51 k | 4,702 |
| 25 Apr 23 | Derrick Burks | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 1,470 | 99.97 k | 4,518 |
| 25 Apr 23 | Calian Philip | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 220 | 14.96 k | 212,684 |
| 25 Apr 23 | Calian Philip | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 588 | 39.99 k | 212,464 |
| 25 Apr 23 | Calian Philip | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 588 | 39.99 k | 211,876 |
| 25 Apr 23 | Calian Philip | Common Stock, par value $.01 | Grant | Acquire A | No | No | 68.01 | 1,470 | 99.97 k | 211,288 |
News
Wells Fargo Maintains Overweight on Equity Lifestyle Props, Lowers Price Target to $70.5
30 May 23
Samuel Zell, Real Estate Pioneer, Dies At 81
18 May 23
Equity Residential Mourns Death Of Founder And Chairman Samuel Zell
18 May 23
RBC Capital Maintains Sector Perform on Equity Lifestyle Props, Lowers Price Target to $70
19 Apr 23
Hedge Funds Bet Big On USD
17 Apr 23
Press releases
ELS Announces the Passing of Samuel Zell
18 May 23
Petite Retreats Opening Tiny House Container Village Near Wisconsin Dells
15 May 23
ELS Declares Second Quarter 2023 Dividend
25 Apr 23
ELS Reports First Quarter Results
17 Apr 23
Equity LifeStyle Properties, Inc. Announces First Quarter 2023 Earnings Release and Conference Call
7 Apr 23