SEC 13F Intelligence

Hunter Perkins Capital Management, LLC / ELS

Hunter Perkins Capital Management, LLC’s Equity Lifestyle Properties Position

Does Hunter Perkins Capital Management, LLC own Equity Lifestyle Properties (ELS)? Yes392.5K shares worth $24M (+5.74% of its 13F portfolio) as of Q1 2026, up from 346.6K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
392.5K
% of Portfolio
+5.74%
Quarters Held
22
currently held

Position History ELS

Reported value by quarter
Q4 ’20: $23MQ4 ’20Q1 ’21: $23MQ2 ’21: $27MQ3 ’21: $28MQ3 ’21Q4 ’21: $31MQ1 ’22: $27MQ2 ’22: $25MQ2 ’22Q3 ’22: $22MQ4 ’22: $22MQ1 ’23: $23MQ1 ’23Q2 ’23: $22MQ3 ’23: $20MQ4 ’23: $22MQ4 ’23Q1 ’24: $17MQ2 ’24: $18MQ3 ’24: $19MQ3 ’24Q4 ’24: $20MQ1 ’25: $20MQ2 ’25: $18MQ2 ’25Q3 ’25: $21MQ4 ’25: $21MQ1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026392.5K$24M+5.74%
Q4 2025346.6K$21M+4.90%
Q3 2025339.7K$21M+4.57%
Q2 2025292.9K$18M+4.27%
Q1 2025293.6K$20M+4.55%
Q4 2024300.5K$20M+4.22%
Q3 2024268.8K$19M+3.91%
Q2 2024268.8K$18M+3.70%
Q1 2024268.0K$17M+3.56%
Q4 2023305.5K$22M+4.52%
Q3 2023315.5K$20M+4.34%
Q2 2023662.9K$22M+4.69%
Q1 2023336.1K$23M+5.35%
Q4 2022344.3K$22M+5.03%
Q3 2022346.3K$22M+5.35%
Q2 2022352.6K$25M+5.74%
Q1 2022352.7K$27M+5.41%
Q4 2021353.2K$31M+5.80%
Q3 2021361.9K$28M+5.75%
Q2 2021362.8K$27M+5.02%
Q1 2021364.1K$23M+4.68%
Q4 2020367.7K$23M+4.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hunter Perkins Capital Management, LLC’s full portfolio or all institutional holders of ELS.