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Equity Lifestyle Properties
ELS

Overview Fund Activity

416 hedge funds and large institutions have $11B invested in Equity Lifestyle Properties in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
147
Reduced
172
Closed
49
Calls
$961K
Puts
$10.6M
Net Calls
-$9.62M
Net Calls Change
+$30.3M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$590M
2
Deutsche Bank
2
Deutsche Bank
Germany
$147M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$236M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$136M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$464M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$373M
2
Goldman Sachs
2
Goldman Sachs
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$793M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
RC
5
Resolution Capital
Australia
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
276
Quantbot Technologies
New York
$409K -$1.12M -17,828 -73%
BFIM
277
Beese Fulmer Investment Management
Ohio
$408K – – –
EGM
278
Engineers Gate Manager
New York
$398K -$418K -6,660 -51%
NW
279
NewEdge Wealth
Pennsylvania
$383K +$68.1K +1,083 +22%
VAS
280
Vestmark Advisory Solutions
Massachusetts
$383K +$152K +2,418 +66%
DPIM
281
Duff & Phelps Investment Management
Illinois
$377K +$377K +6,000 New
FA
282
Fermata Advisors
California
$374K – – –
PAS
283
Park Avenue Securities
New York
$372K -$57.9K -920 -13%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$364K +$440 +7 +0.1%
NB
285
Norinchukin Bank
Japan
$361K +$66.6K +1,059 +23%
LWAC
286
Laurel Wealth Advisors (California)
California
$360K +$96.6K +1,539 +37%
FRM
287
Fox Run Management
Connecticut
$352K -$458K -7,297 -57%
FIM
288
Freedom Investment Management
Connecticut
$349K -$9.18K -146 -3%
SBH
289
Segall Bryant & Hamill
Illinois
$342K -$38.8K -618 -10%
MLICM
290
Metropolitan Life Insurance Company (MetLife)
New York
$342K -$140K -2,228 -29%
Creative Planning
291
Creative Planning
Kansas
$339K +$84.5K +1,343 +33%
SI
292
Stephens Inc
Arkansas
$324K -$111K -1,767 -26%
Comerica Bank
293
Comerica Bank
Texas
$324K -$7.13K -122 -2%
FBB
294
Fulton Breakefield Broenniman
Maryland
$319K -$8.49K -135 -3%
AA
295
ALPS Advisors
Colorado
$316K +$316K +5,031 New
CC
296
Cipher Capital
New York
$311K -$2.93M -46,628 -90%
MAM
297
Martingale Asset Management
Massachusetts
$308K -$448K -7,117 -59%
RA
298
Riverstone Advisors
Texas
$305K -$22K -350 -7%
PSP
299
Principal Street Partners
Tennessee
$292K -$5.15K -82 -2%
MML Investors Services
300
MML Investors Services
Massachusetts
$286K -$27.2K -433 -9%
10 11
12
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