We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

319 hedge funds and large institutions have $9.82B invested in Equity Lifestyle Properties in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $8.22B → $9.82B (+$1.6B)

5% more funds holding

Funds holding: 303319 (+16)

0% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 113

0.95% less ownership

Funds ownership: 191.95%191% (-0.95%)

8% less call options, than puts

Call options by funds: $5.18M | Put options by funds: $5.63M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
319
Holders Change
+16
Holders Change %
+5.28%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
43
Increased
113
Reduced
113
Closed
26
Calls
$5.18M
Puts
$5.63M
Net Calls
-$458K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
301
Duncker Streett & Co
Missouri
$8K
TL
302
TrueWealth LLC
Georgia
$6K
PMFA
303
Plante Moran Financial Advisors
Michigan
$6K +$107 +2 +2%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$5K -$4.6K -86 -50%
PWM
305
PRW Wealth Management
Massachusetts
$5K
TWA
306
TCI Wealth Advisors
Arizona
$5K
CAW
307
Cornerstone Advisors (Washington)
Washington
$4K +$3.75K +70 New
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$3K -$642 -12 -20%
TFO
309
Tarbox Family Office
California
$3K
BCA
310
Berman Capital Advisors
Georgia
$3K +$3.42K +64 New
IA
311
IFP Advisors
Florida
$2K -$34.5K -644 -96%
CCM
312
Copeland Capital Management
Pennsylvania
$2K
ESB
313
Essex Savings Bank
Connecticut
$2K
IFAM
314
Institutional & Family Asset Management
Colorado
$2K
CAM
315
Cresset Asset Management
Illinois
$2K +$642 +12 +46%
WEC
316
Winslow Evans & Crocker
Massachusetts
$2K +$1.28K +24 New
LFA
317
Legacy Financial Advisors
Kentucky
$2K +$2.25K +42 New
CAM
318
ClariVest Asset Management
California
$1K
WCM
319
WealthBridge Capital Management
Ohio
$1K
DPIM
320
Duff & Phelps Investment Management
Illinois
-$14M -288,020 Closed
UOC
321
UBS O'Connor
Illinois
-$4.19M -86,200 Closed
DCM
322
Driehaus Capital Management
Illinois
-$3.38M -69,672 Closed
Citadel Advisors
323
Citadel Advisors
Florida
-$2.89M -54,016 Closed
Two Sigma Investments
324
Two Sigma Investments
New York
-$2.21M -45,466 Closed
Susquehanna International Group
325
Susquehanna International Group
Pennsylvania
-$1.66M -31,064 Closed

ELS Hedge Fund Activity: Q1 2019 in Review

319 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2019, worth a combined $9.82B — up 19% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ELS positions and 26 closed out — a net gain of 17 holders — while 113 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $97.6M. The largest seller was Renaissance Technologies, cutting an estimated $51.4M.

  • 319 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $9.82B of Equity Lifestyle Properties stock for Q1 2019, up 19% quarter-over-quarter.
  • 43 funds opened new Equity Lifestyle Properties positions in Q1 2019 and 26 closed out, a net change of +17 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2019 was BlackRock, an estimated $97.6M added.
  • The largest Equity Lifestyle Properties seller in Q1 2019 was Renaissance Technologies, an estimated $51.4M sold.

Based on aggregated 13F filings for Q1 2019.