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Equity Lifestyle Properties

475 hedge funds and large institutions have $11.5B invested in Equity Lifestyle Properties in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

4% more funds holding

Funds holding: 458475 (+17)

0% more capital invested

Capital invested by funds: $11.5B → $11.5B (+$21.3M)

0.85% less ownership

Funds ownership: 95.5%94.66% (-0.85%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

91% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $11.5M

Holders
475
Holders Change
+17
Holders Change %
+3.71%
% of All Funds
6.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
166
Reduced
187
Closed
48
Calls
$1.03M
Puts
$11.5M
Net Calls
-$10.4M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
251
Vident Advisory
Georgia
$1.12M +$2.76K +44 +0.3%
LPL Financial
252
LPL Financial
California
$1.11M -$270K -4,310 -20%
Toronto Dominion Bank
253
Toronto Dominion Bank
Ontario, Canada
$1.11M +$9.66K +154 +0.9%
MGP
254
Metis Global Partners
California
$1.1M +$70.2K +1,119 +7%
JSSH
255
J. Safra Sarasin Holding
$1.1M +$1.06M +16,835 New
CIC
256
Cornercap Investment Counsel
Georgia
$1.09M -$17.3K -276 -2%
SAM
257
Storebrand Asset Management
Norway
$1.08M +$374K +5,970 +56%
OAM
258
Ostrum Asset Management
France
$1.07M -$80.3K -1,281 -7%
BF
259
BOK Financial
Oklahoma
$1.04M -$10.5K -167 -1%
CCM
260
Copeland Capital Management
Pennsylvania
$1.04M -$34.7K -554 -3%
SA
261
Sanctuary Advisors
Indiana
$1.01M +$1.05M +16,679 New
MFGM
262
Marshall Financial Group (Maryland)
Maryland
$1.01M +$74.6K +1,189 +8%
CI
263
Cooper Investors
Australia
$1M
SAM
264
Securian Asset Management
Minnesota
$969K -$28.7K -457 -3%
USAA
265
United Services Automobile Association
Texas
$957K +$30.5K +486 +3%
GIBU
266
Gulf International Bank (UK)
United Kingdom
$946K
O
267
Ossiam
France
$934K +$70.8K +1,129 +9%
Aviva
268
Aviva
United Kingdom
$928K -$240K -3,826 -21%
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$909K
AAM
270
Azzad Asset Management
Virginia
$894K +$27.2K +434 +3%
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$892K +$250K +3,983 +41%
1CP
272
17 Capital Partners
Arizona
$871K -$54.4K -868 -6%
NW
273
Naviter Wealth
Arkansas
$865K +$49.2K +785 +6%
FRM
274
Fox Run Management
Connecticut
$858K -$767K -12,226 -48%
US Bancorp
275
US Bancorp
Minnesota
$841K -$37.4K -597 -4%