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Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $11.6B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

Holders
415
Holders Change
+9
Holders Change %
+2.22%
% of All Funds
6.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
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
1
Boston Partners
Massachusetts
$109M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$575M
3
Millennium Management
3
Millennium Management
New York
$28.4M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$173M
5
RC
5
Resolution Capital
Australia
$187M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$198M
2
Invesco
2
Invesco
Georgia
$152M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$31.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$165M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$476K 7,097 – –
BFIM
277
Beese Fulmer Investment Management
Ohio
$471K 7,012 +150 +2%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$465K 6,934 -182 -3%
NW
279
NewEdge Wealth
Pennsylvania
$411K 6,123 +159 +3%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$406K 6,049 -55 -0.9%
DPIM
281
Duff & Phelps Investment Management
Illinois
$403K 6,000 – –
FA
282
Fermata Advisors
California
$399K 5,949 – –
CC
283
Cipher Capital
New York
$389K 5,793 +5,793 New
SBH
284
Segall Bryant & Hamill
Illinois
$383K 5,707 +265 +5%
VIM
285
Vinva Investment Management
Australia
$375K 5,713 +5,713 New
Cerity Partners
286
Cerity Partners
New York
$371K 5,521 +2,191 +66%
MML Investors Services
287
MML Investors Services
Massachusetts
$369K 5,492 -127 -2%
MLICM
288
Metropolitan Life Insurance Company (MetLife)
New York
$362K 5,395 -21 -0.4%
BTWM
289
Baker Tilly Wealth Management
Wisconsin
$358K 5,337 +249 +5%
APG Asset Management
290
APG Asset Management
Netherlands
$357K 5,777 -10,334 -64%
NYLIM
291
New York Life Investment Management
New York
$354K 5,276 -940 -15%
SI
292
Stephens Inc
Arkansas
$330K 4,915 +1 +0%
PSP
293
Principal Street Partners
Tennessee
$312K 4,648 – –
VEA
294
Virtus ETF Advisers
New York
$306K 4,558 +4,558 New
KJHP
295
K.J. Harrison & Partners
Ontario, Canada
$304K 4,525 – –
TMAM
296
Tokio Marine Asset Management
Japan
$303K 4,514 +27 +0.6%
RJFSA
297
Raymond James Financial Services Advisors
Florida
$299K 4,453 +908 +26%
VVP
298
Venture Visionary Partners
Ohio
$297K 4,422 +22 +0.5%
VI
299
Versor Investments
New York
$295K 4,400 +4,400 New
WKWM
300
Walter & Keenan Wealth Management
Indiana
$285K 4,250 – –
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12
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