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Equity Lifestyle Properties
ELS

Overview Fund Activity

496 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+14
Holders Change %
+2.9%
% of All Funds
6.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
173
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$404M
2
Invesco
Invesco
Georgia
$261M
3
BlackRock
BlackRock
New York
$1.71B
4
UBS Group
UBS Group
Switzerland
$99.5M
5
Northern Trust
Northern Trust
Illinois
$162M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
276
Tiemann Investment Advisors
California
$767K -$5.06K -76 -0.7%
HighTower Advisors
277
HighTower Advisors
Illinois
$762K +$15.9K +238 +2%
DFCM
278
Dark Forest Capital Management
Puerto Rico
$761K +$761K +11,421 New
O
279
Ossiam
France
$753K +$2.93K +44 +0.4%
SCM
280
Sterling Capital Management
North Carolina
$747K +$279K +4,192 +60%
NW
281
Naviter Wealth
Arkansas
$745K -$137K -2,046 -16%
CWM
282
Congress Wealth Management
Massachusetts
$741K +$65.6K +985 +10%
Creative Planning
283
Creative Planning
Kansas
$738K +$291K +4,366 +65%
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$722K -$41.5K -623 -5%
VPIM
285
Vanguard Personalized Indexing Management
California
$714K +$31.8K +478 +5%
CIC
286
Cornercap Investment Counsel
Georgia
$706K -$27K -406 -4%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$701K – – –
QCM
288
QRG Capital Management
Illinois
$695K -$68K -1,021 -9%
BC
289
Bridgefront Capital
Texas
$675K -$390K -5,849 -37%
SRL
290
Scientech Research LLC
New Jersey
$670K +$114K +1,707 +20%
OIAM
291
OFI Invest Asset Management
France
$659K +$659K +10,241 New
SG
292
Sienna Gestion
France
$649K – – –
HF
293
HRT Financial
New York
$640K -$2.14M -32,121 -77%
GM
294
GeoWealth Management
Illinois
$638K +$103K +1,547 +19%
PCM
295
Penserra Capital Management
California
$633K -$21.4K -321 -3%
CB
296
Commerce Bank
Missouri
$626K -$10.8K -162 -2%
Walleye Capital
297
Walleye Capital
New York
$591K +$591K +8,880 New
MYAM
298
Meiji Yasuda Asset Management
Japan
$584K +$4.86K +73 +0.8%
DC
299
Davenport & Co
Virginia
$583K +$1.13K +17 +0.2%
NB
300
Norinchukin Bank
Japan
$568K +$866 +13 +0.2%
10 11
12
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