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Equity Lifestyle Properties

417 hedge funds and large institutions have $11B invested in Equity Lifestyle Properties in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.29% more ownership

Funds ownership: 91.73%94.02% (+2.3%)

3% less funds holding

Funds holding: 431417 (-14)

9% less capital invested

Capital invested by funds: $12B → $11B (-$1.06B)

15% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 172

27% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 49

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

91% less call options, than puts

Call options by funds: $961K | Put options by funds: $10.6M

Holders
417
Holders Change
-14
Holders Change %
-3.25%
% of All Funds
7.18%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
147
Reduced
172
Closed
49
Calls
$961K
Puts
$10.6M
Net Calls
-$9.62M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
301
MML Investors Services
Massachusetts
$286K -$31.1K -433 -9%
VVP
302
Venture Visionary Partners
Ohio
$279K
PP
303
Prudential plc
United Kingdom
$275K +$22.2K +309 +8%
WKWM
304
Walter & Keenan Wealth Management
Indiana
$267K
TC
305
TownSquare Capital
Utah
$262K +$65.6K +913 +28%
SC
306
Scotia Capital
Ontario, Canada
$258K +$1.37K +19 +0.5%
VFA
307
Values First Advisors
Tennessee
$253K -$9.63K -134 -3%
PG
308
Pendal Group
Australia
$252K -$64K -890 -18%
OWM
309
OneAscent Wealth Management
Alabama
$248K -$85.4K -1,188 -23%
EI
310
Ethic Inc
New York
$247K +$283K +3,932 New
GG
311
Gofen & Glossberg
Illinois
$243K
Verition Fund Management
312
Verition Fund Management
Connecticut
$239K -$575K -7,998 -68%
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$238K +$27.7K +386 +11%
EFS
314
Essex Financial Services
Connecticut
$234K
PA
315
Parallel Advisors
California
$229K -$6.54K -91 -2%
OFS
316
OneAscent Financial Services
Alabama
$222K -$56.9K -792 -18%
QI
317
Qtron Investments
Massachusetts
$221K
OC
318
Oppenheimer & Co
New York
$220K -$75.2K -1,046 -23%
BTWM
319
Baker Tilly Wealth Management
Wisconsin
$220K +$9.41K +131 +4%
CCIA
320
Campbell & Co Investment Adviser
Maryland
$217K +$249K +3,459 New
LWAM
321
Legacy Wealth Asset Management
Minnesota
$213K -$1.87K -26 -0.8%
DU
322
Delphia (USA)
Ontario, Canada
$211K +$31.2K +434 +15%
CRC
323
Curi RMB Capital
Illinois
$209K
CC
324
Corton Capital
Ontario, Canada
$207K +$237K +3,301 New
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$202K