Cliff Asness's ELS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 175,286 shares of Equity LifeStyle Properties, Inc. (ELS) worth $10.62 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in ELS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 644,860 shares. Largest reduction occurred in Q3 2025, reducing 879,669 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Equity LifeStyle Properties (ELS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equity LifeStyle Properties (ELS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,163 | Add 6.15% | 175,286 | $60.61 |
| Q3 2025 | -879,669 | Reduce 84.20% | 165,123 | $60.70 |
| Q2 2025 | +644,860 | Add 161.24% | 1.04 M | $61.15 |
| Q1 2025 | +271,473 | Add 211.33% | 399,932 | $66.70 |
| Q4 2024 | +74,513 | Add 138.13% | 128,459 | $66.54 |
| Q3 2024 | +17,769 | Add 49.12% | 53,946 | $70.95 |
| Q2 2024 | +10,818 | Add 42.66% | 36,177 | $64.91 |
| Q1 2024 | +1,588 | Add 6.68% | 25,359 | $64.40 |
| Q4 2023 | -2,206 | Reduce 8.49% | 23,771 | $70.54 |
| Q3 2023 | +14,089 | Add 118.51% | 25,977 | $63.71 |
| Q2 2023 | -4,490 | Reduce 27.41% | 11,888 | $66.89 |
| Q1 2023 | -7,897 | Reduce 32.53% | 16,378 | $66.59 |
| Q4 2022 | -3,604 | Reduce 12.93% | 24,275 | $64.60 |
| Q3 2022 | -1,916 | Reduce 6.43% | 27,879 | $62.84 |
| Q2 2022 | -125,984 | Reduce 80.87% | 29,795 | $70.48 |
| Q1 2022 | +51,808 | Add 49.83% | 155,779 | $76.48 |
| Q4 2021 | +11,817 | Add 12.82% | 103,971 | $87.20 |
| Q3 2021 | +9,898 | Add 12.03% | 92,154 | $78.10 |
| Q2 2021 | +7,215 | Add 9.61% | 82,256 | $74.30 |
| Q1 2021 | +63,272 | Add 537.62% | 75,041 | $63.65 |
| Q4 2020 | -38,838 | Reduce 76.74% | 11,769 | $62.45 |
| Q3 2020 | -130,003 | Reduce 71.98% | 50,607 | $61.30 |
| Q2 2020 | -32,057 | Reduce 15.07% | 180,610 | $62.11 |
| Q1 2020 | -90,876 | Reduce 29.94% | 212,667 | $57.48 |
| Q4 2019 | -43,343 | Reduce 12.49% | 303,543 | $70.39 |
| Q3 2019 | -1,044 | Reduce 0.30% | 346,886 | $66.80 |
| Q2 2019 | -11,360 | Reduce 3.16% | 347,930 | $60.67 |
| Q1 2019 | +10,470 | Add 3.00% | 359,290 | $57.15 |
| Q4 2018 | +5,054 | Add 1.47% | 348,820 | $48.56 |
| Q3 2018 | -1,430 | Reduce 0.41% | 343,766 | $48.22 |
| Q2 2018 | +240,920 | Add 231.04% | 345,196 | $45.95 |
| Q1 2018 | +18,312 | Add 21.30% | 104,276 | $43.88 |
| Q4 2017 | +12,522 | Add 17.05% | 85,964 | $44.51 |
| Q3 2017 | -1,740 | Reduce 2.31% | 73,442 | $42.54 |
| Q2 2017 | -86,380 | Reduce 53.47% | 75,182 | $43.18 |
| Q1 2017 | +11,992 | Add 8.02% | 161,562 | $38.53 |
| Q4 2016 | +12,938 | Add 9.47% | 149,570 | $36.05 |
| Q3 2016 | -1,856 | Reduce 1.34% | 136,632 | $38.59 |
| Q2 2016 | +36,198 | Add 35.39% | 138,488 | $40.03 |
| Q1 2016 | -48,172 | Reduce 32.02% | 102,290 | $36.37 |
| Q4 2015 | +12,574 | Add 9.12% | 150,462 | $33.34 |
| Q3 2015 | -38,470 | Reduce 21.81% | 137,888 | $29.28 |
| Q2 2015 | +2,558 | Add 1.47% | 176,358 | $26.29 |
| Q1 2015 | +33,000 | Add 23.44% | 173,800 | $27.47 |
| Q4 2014 | -18,924 | Reduce 11.85% | 140,800 | $25.77 |
| Q3 2014 | +101,476 | Add 174.21% | 159,724 | $21.18 |
| Q2 2014 | +13,800 | Add 31.05% | 58,248 | $22.08 |
| Q1 2014 | -14,600 | Reduce 24.73% | 44,448 | $20.32 |
| Q4 2013 | -14,200 | Reduce 19.39% | 59,048 | $18.12 |
| Q3 2013 | -99,468 | Reduce 57.59% | 73,248 | $17.08 |
| Q2 2013 | +172,716 | Add 0.00% | 172,716 | $19.64 |
| Q4 2012 | +199,516 | Add 0.00% | 199,516 | $16.82 |
Cliff Asness's Equity LifeStyle Properties Investment FAQs
Cliff Asness first purchased Equity LifeStyle Properties, Inc. (ELS) in Q4 2012, acquiring 199,516 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Equity LifeStyle Properties, Inc. (ELS) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Equity LifeStyle Properties, Inc. (ELS) was in Q2 2025, adding 1,044,792 shares worth $63.89 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 175,286 shares of Equity LifeStyle Properties, Inc. (ELS), valued at approximately $10.62 M.
As of the Q4 2025 filing, Equity LifeStyle Properties, Inc. (ELS) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Equity LifeStyle Properties, Inc. (ELS) was 1,044,792 shares, as reported at the end of Q2 2025.