Nader Marguerite M has demonstrated a clear bias toward accumulating shares in Equity LifeStyle Properties (ELS) while maintaining a smaller, routine position in Ventas (VTR), according to SEC Form 4 filings. Over 27 reported transactions, Nader executed $5.64 million in buys compared to $1.60 million in sells, with all sales appearing to be derivative transactions (code F) rather than outright disposals. The bulk of the activity centers on ELS, where Nader made three large open-market purchases (code A) in February of 2024 ($1.82M), 2025 ($1.87M), and 2026 ($1.92M), suggesting a multiyear pattern of building the position. Smaller accompanying sales—such as six transactions on February 3, 2026, totaling $616K—appear linked to tax or compensation-related events rather than a reduction in exposure.
Ventas (VTR) transactions are comparatively minor, with no buys and only small, periodic sales averaging around $5,000 per transaction, the most recent occurring on January 15, 2026. The consistency of these sales, often in paired lots, hints at automated dispositions, possibly tied to vesting schedules. The absence of recent buys in either stock, however, leaves the current accumulation trend in pause. Nader’s focus on ELS, a REIT specializing in manufactured housing and resorts, contrasts with the minimal activity in healthcare-focused VTR, pointing to a deliberate overweighting in the former. All figures reflect a long-term holder with a strong buy-and-hold approach, particularly in ELS.
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