Joel Greenblatt's ELS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 222,765 shares of Equity LifeStyle Properties, Inc. (ELS) worth $13.5 M, representing 0.05% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ELS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 191,804 shares. Largest reduction occurred in Q4 2025, reducing 149,269 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Equity LifeStyle Properties (ELS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equity LifeStyle Properties (ELS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -149,269 | Reduce 40.12% | 222,765 | $60.61 |
| Q3 2025 | +191,804 | Add 106.42% | 372,034 | $60.70 |
| Q2 2025 | +145,810 | Add 423.62% | 180,230 | $61.67 |
| Q1 2025 | +13,671 | Add 65.89% | 34,420 | $66.70 |
| Q4 2024 | +20,749 | New Buy | 20,749 | $66.60 |
| Q3 2023 | -4,136 | Sold Out | 0 | $0.00 |
| Q2 2023 | +164 | Add 4.13% | 4,136 | $66.89 |
| Q1 2023 | +3,972 | New Buy | 3,972 | $67.13 |
| Q4 2021 | -2,843 | Sold Out | 0 | $0.00 |
| Q3 2021 | +2,843 | New Buy | 2,843 | $78.09 |
| Q2 2020 | -4,283 | Sold Out | 0 | $0.00 |
| Q1 2020 | +4,283 | New Buy | 4,283 | $57.44 |
| Q3 2019 | -5,786 | Sold Out | 0 | $0.00 |
| Q2 2019 | +228 | Add 4.10% | 5,786 | $60.66 |
| Q1 2019 | +5,558 | New Buy | 5,558 | $57.21 |
Joel Greenblatt's Equity LifeStyle Properties Investment FAQs
Joel Greenblatt first purchased Equity LifeStyle Properties, Inc. (ELS) in Q1 2019, acquiring 5,558 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Equity LifeStyle Properties, Inc. (ELS) for 15 quarters since Q1 2019.
Joel Greenblatt's largest addition to Equity LifeStyle Properties, Inc. (ELS) was in Q3 2025, adding 372,034 shares worth $22.58 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 222,765 shares of Equity LifeStyle Properties, Inc. (ELS), valued at approximately $13.5 M.
As of the Q4 2025 filing, Equity LifeStyle Properties, Inc. (ELS) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Equity LifeStyle Properties, Inc. (ELS) was 372,034 shares, as reported at the end of Q3 2025.