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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$651K +$627K +9,218 New
PP
277
Prudential plc
United Kingdom
$642K +$1.02K +15 +0.2%
HRES
278
Heitman Real Estate Securities
Illinois
$639K -$49.3M -724,968 -99%
VWM
279
Venturi Wealth Management
Texas
$639K -$42.3K -622 -6%
NB
280
Norinchukin Bank
Japan
$638K -$23.1K -339 -4%
QCM
281
Quantinno Capital Management
New York
$625K +$292K +4,291 +94%
HS
282
Hazelview Securities
Ontario, Canada
$614K +$619K +9,100 New
ETC
283
Exchange Traded Concepts
Oklahoma
$609K -$20.4K -300 -3%
DAC
284
Dividend Assets Capital
South Carolina
$588K -$195K -2,864 -26%
RCM
285
RB Capital Management
Nevada
$587K +$204 +3 +0%
PCM
286
Penserra Capital Management
California
$581K -$64.7K -951 -10%
DC
287
Davenport & Co
Virginia
$573K -$38K -559 -6%
SCM
288
Shelton Capital Management
Colorado
$567K +$119K +1,753 +28%
SIG
289
Stonegate Investment Group
Alabama
$542K -$77.6K -1,140 -13%
PAM
290
Panagora Asset Management
Massachusetts
$532K – – –
BFIM
291
Beese Fulmer Investment Management
Ohio
$524K – – –
O
292
Ossiam
France
$510K +$33.3K +489 +7%
DF
293
Donoghue Forlines
Massachusetts
$508K +$10.9K +160 +2%
MML Investors Services
294
MML Investors Services
Massachusetts
$507K -$51K -750 -9%
UCFA
295
United Capital Financial Advisors
Texas
$499K -$95.5K -1,403 -17%
HI
296
Handelsinvest Investeringsforvaltning
Denmark
$493K +$475K +6,985 New
LAM
297
LECAP Asset Management
United Kingdom
$481K +$464K +6,813 New
Bessemer Group
298
Bessemer Group
New Jersey
$478K -$37K -543 -7%
AA
299
ALPS Advisors
Colorado
$475K – – –
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$449K +$433K +6,361 New
10 11
12
13 14

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.