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Equity Lifestyle Properties
ELS

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407 → 418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.08% less ownership

Funds ownership: 93.92% → 93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$108M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.8M
3
Millennium Management
Millennium Management
New York
+$27.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$24.9M
5
RC
Resolution Capital
Australia
+$23.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$110M
2
Invesco
Invesco
Georgia
-$69M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$58.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$37.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
251
Wexford Capital
Florida
$714K +$722K +10,642 New
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$714K -$69.2K -1,020 -9%
IMRF
253
Illinois Municipal Retirement Fund
Illinois
$706K – – –
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$700K +$88.6K +1,306 +14%
Mariner
255
Mariner
Kansas
$686K +$115K +1,692 +20%
GCM
256
Graham Capital Management
Connecticut
$686K +$694K +10,218 New
HighTower Advisors
257
HighTower Advisors
Illinois
$658K -$22.3K -329 -3%
SC
258
Sepio Capital
Utah
$643K -$5.5K -81 -0.8%
VAS
259
Vestmark Advisory Solutions
Massachusetts
$630K +$232K +3,423 +57%
CS
260
Candriam SCA
Luxembourg
$615K +$676K +9,959 New
DEA
261
DoubleLine ETF Adviser
Florida
$589K +$68.5K +1,009 +13%
SIG
262
Stonegate Investment Group
Alabama
$577K -$38.1K -562 -6%
Wolverine Trading
263
Wolverine Trading
Illinois
$576K +$594K +8,757 New
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$570K -$4.9M -72,261 -89%
YCM
265
Yousif Capital Management
Michigan
$568K +$8.14K +120 +1%
RCM
266
RB Capital Management
Nevada
$565K +$2.65K +39 +0.5%
NB
267
Norinchukin Bank
Japan
$565K +$116K +1,709 +25%
YIH
268
Y-Intercept (HK)
Hong Kong
$539K +$544K +8,022 New
MIM
269
MetLife Investment Management
New Jersey
$538K +$1.29K +19 +0.2%
DF
270
Donoghue Forlines
Massachusetts
$528K +$12.9K +190 +2%
DC
271
Davenport & Co
Virginia
$527K -$5.84K -86 -1%
NW
272
Naviter Wealth
Arkansas
$526K +$61.9K +912 +13%
PCM
273
Penserra Capital Management
California
$520K -$1.49K -22 -0.3%
MF
274
Magnetar Financial
Illinois
$515K -$800K -11,783 -61%
Los Angeles Capital Management
275
Los Angeles Capital Management
California
$506K +$512K +7,536 New
9 10
11
12 13

ELS Hedge Fund Activity: Q1 2023 in Review

418 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2023, worth a combined $11.7B — up 4.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 34 closed out — a net gain of 20 holders — while 151 added to existing stakes and 147 trimmed.

The largest buyer was Boston Partners, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $110M.

  • 418 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $11.7B of Equity Lifestyle Properties stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q1 2023 and 34 closed out, a net change of +20 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2023 was Boston Partners, an estimated $108M added.
  • The largest Equity Lifestyle Properties seller in Q1 2023 was JP Morgan Chase, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2023.