Equity Lifestyle Properties
ELS
499 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 173 reducing their positions, and 52 closing their positions.
78% more call options, than puts
Call options by funds: $746K | Put options by funds: $420K
33% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 52
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 173
3% more funds holding
Funds holding: 486 → 499 (+13)
1.18% more ownership
Funds ownership: 98.67% → 99.85% (+1.2%)
3% less capital invested
Capital invested by funds: $13.1B → $12.7B (-$417M)
Top Buyers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$266M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$232M |
| 3 |
BlackRock
New York
|
+$123M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$58.1M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$51M |
Top Sellers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$91.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.5M |
| 3 |
JP Morgan Chase
New York
|
-$71.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$63.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$61.5M |
ELS Hedge Fund Activity: Q4 2024 in Review
499 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2024, worth a combined $12.7B — down 3.2% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new ELS positions and 52 closed out — a net gain of 17 holders — while 192 added to existing stakes and 173 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $266M. The largest seller was Deutsche Bank, cutting an estimated $91.8M.
- 499 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2024, up from 486 in Q3 2024.
- Funds reported $12.7B of Equity Lifestyle Properties stock for Q4 2024, down 3.2% quarter-over-quarter.
- 69 funds opened new Equity Lifestyle Properties positions in Q4 2024 and 52 closed out, a net change of +17 holders.
- The largest Equity Lifestyle Properties buyer in Q4 2024 was Principal Financial Group, an estimated $266M added.
- The largest Equity Lifestyle Properties seller in Q4 2024 was Deutsche Bank, an estimated $91.8M sold.
Based on aggregated 13F filings for Q4 2024.