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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$971K +$89.1K +1,309 +11%
US Bancorp
252
US Bancorp
Minnesota
$968K -$160K -2,353 -15%
CIC
253
Cornercap Investment Counsel
Georgia
$956K +$922K +13,548 New
Mariner
254
Mariner
Kansas
$931K -$73.5K -1,080 -8%
LCM
255
LRT Capital Management
Texas
$916K -$941K -13,825 -52%
MFGM
256
Marshall Financial Group (Maryland)
Maryland
$914K +$51.5K +756 +6%
HighTower Advisors
257
HighTower Advisors
Illinois
$910K +$217K +3,195 +33%
DEA
258
DoubleLine ETF Adviser
Florida
$906K +$875K +12,849 New
PHK
259
Point72 Hong Kong
Hong Kong
$904K +$872K +12,810 New
AAM
260
Azzad Asset Management
Virginia
$892K +$33.8K +496 +4%
NW
261
Naviter Wealth
Arkansas
$867K +$146K +2,150 +21%
LMIM
262
Lockheed Martin Investment Management
Maryland
$853K -$218K -3,200 -21%
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$843K -$69K -1,014 -8%
TIA
264
Tiemann Investment Advisors
California
$828K +$35.7K +525 +5%
VPIM
265
Vanguard Personalized Indexing Management
California
$817K +$508K +7,471 +182%
DZ Bank
266
DZ Bank
Germany
$799K – – –
QC
267
Quadrature Capital
United Kingdom
$786K -$317K -4,659 -29%
TC
268
TownSquare Capital
Utah
$774K -$712K -10,466 -49%
QCM
269
QRG Capital Management
Illinois
$749K +$92K +1,352 +15%
SAM
270
Storebrand Asset Management
Norway
$749K +$119K +1,744 +20%
IMRF
271
Illinois Municipal Retirement Fund
Illinois
$742K – – –
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$728K -$3.2K -47 -0.5%
ProShare Advisors
273
ProShare Advisors
Maryland
$692K -$17.5K -257 -3%
EA
274
Everpar Advisors
Oklahoma
$682K +$658K +9,668 New
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$677K +$43.8K +644 +7%
9 10
11
12 13

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.