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Equity Lifestyle Properties
ELS

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407 → 418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.08% less ownership

Funds ownership: 93.92% → 93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
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
Boston Partners
Massachusetts
+$108M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.8M
3
Millennium Management
Millennium Management
New York
+$27.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$24.9M
5
RC
Resolution Capital
Australia
+$23.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$110M
2
Invesco
Invesco
Georgia
-$69M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$58.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$37.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$495K -$10.9K -160 -2%
PCM
277
Prelude Capital Management
New York
$493K +$499K +7,345 New
Bessemer Group
278
Bessemer Group
New Jersey
$476K – – –
BFIM
279
Beese Fulmer Investment Management
Ohio
$471K +$10.2K +150 +2%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$465K -$12.4K -182 -3%
SAM
281
Storebrand Asset Management
Norway
$450K – – –
NW
282
NewEdge Wealth
Pennsylvania
$411K +$10.8K +159 +3%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$406K -$3.73K -55 -0.9%
DPIM
284
Duff & Phelps Investment Management
Illinois
$403K – – –
FA
285
Fermata Advisors
California
$399K – – –
CC
286
Cipher Capital
New York
$389K +$393K +5,793 New
SBH
287
Segall Bryant & Hamill
Illinois
$383K +$18K +265 +5%
VIM
288
Vinva Investment Management
Australia
$375K +$388K +5,713 New
Cerity Partners
289
Cerity Partners
New York
$371K +$149K +2,191 +66%
MML Investors Services
290
MML Investors Services
Massachusetts
$369K -$8.62K -127 -2%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$362K -$1.43K -21 -0.4%
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$358K +$16.9K +249 +5%
APG Asset Management
293
APG Asset Management
Netherlands
$357K -$701K -10,334 -64%
NYLIM
294
New York Life Investment Management
New York
$354K -$63.8K -940 -15%
SI
295
Stephens Inc
Arkansas
$330K +$68 +1 +0%
PSP
296
Principal Street Partners
Tennessee
$312K – – –
VEA
297
Virtus ETF Advisers
New York
$306K +$309K +4,558 New
KJHP
298
K.J. Harrison & Partners
Ontario, Canada
$304K – – –
TMAM
299
Tokio Marine Asset Management
Japan
$303K +$1.83K +27 +0.6%
RJFSA
300
Raymond James Financial Services Advisors
Florida
$299K +$61.6K +908 +26%
10 11
12
13 14

ELS Hedge Fund Activity: Q1 2023 in Review

418 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2023, worth a combined $11.7B — up 4.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 34 closed out — a net gain of 20 holders — while 151 added to existing stakes and 147 trimmed.

The largest buyer was Boston Partners, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $110M.

  • 418 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $11.7B of Equity Lifestyle Properties stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q1 2023 and 34 closed out, a net change of +20 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2023 was Boston Partners, an estimated $108M added.
  • The largest Equity Lifestyle Properties seller in Q1 2023 was JP Morgan Chase, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2023.