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Equity Lifestyle Properties
ELS

Overview Fund Activity

430 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+21
Holders Change %
+5.13%
% of All Funds
7.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
60
Increased
153
Reduced
152
Closed
31
Calls
$825K
Puts
$40.7M
Net Calls
-$39.9M
Net Calls Change
-$38.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$362M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$426M
3
Invesco
3
Invesco
Georgia
$233M
4
Prudential Financial
4
Prudential Financial
New Jersey
$59.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$157M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$33.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$959M
3
BlackRock
3
BlackRock
New York
$987M
4
LPC
4
Long Pond Capital
New York
$0
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBB
301
Fulton Breakefield Broenniman
Maryland
$367K -$15.9K -225 -4%
RA
302
Riverstone Advisors
Texas
$366K – – –
OWM
303
OneAscent Wealth Management
Alabama
$363K +$3.05K +43 +0.8%
NW
304
NewEdge Wealth
Pennsylvania
$353K +$353K +5,009 New
MML Investors Services
305
MML Investors Services
Massachusetts
$352K +$59.9K +849 +21%
DFCM
306
Dark Forest Capital Management
Puerto Rico
$349K +$347K +4,928 +16,993%
PG
307
Pendal Group
Australia
$345K +$345K +4,900 New
FRAF
308
Första AP-fonden
Sweden
$338K +$338K +4,800 New
PSP
309
Principal Street Partners
Tennessee
$333K +$10.9K +155 +3%
NB
310
Norinchukin Bank
Japan
$330K +$26.7K +379 +9%
OC
311
Oppenheimer & Co
New York
$320K +$48.1K +683 +18%
VVP
312
Venture Visionary Partners
Ohio
$313K – – –
OFS
313
OneAscent Financial Services
Alabama
$304K -$19K -269 -6%
WKWM
314
Walter & Keenan Wealth Management
Indiana
$299K -$17.6K -250 -6%
LWAC
315
Laurel Wealth Advisors (California)
California
$296K – – –
FM
316
Family Management
New York
$295K – – –
VFA
317
Values First Advisors
Tennessee
$294K +$212 +3 +0.1%
GCP
318
GSA Capital Partners
United Kingdom
$289K +$289K +4,103 New
SC
319
Scotia Capital
Ontario, Canada
$288K -$1.55K -22 -0.5%
PP
320
Prudential plc
United Kingdom
$286K +$1.83K +26 +0.6%
AAIM
321
American Assets Investment Management
California
$286K +$88.6K +1,259 +45%
Creative Planning
322
Creative Planning
Kansas
$285K +$285K +4,045 New
GG
323
Gofen & Glossberg
Illinois
$273K -$19.7K -280 -7%
KFA
324
Krane Funds Advisors
New York
$269K +$269K +3,818 New
PA
325
Parallel Advisors
California
$263K -$1.76K -25 -0.7%
11 12
13
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