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Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $11.6B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

Holders
415
Holders Change
+9
Holders Change %
+2.22%
% of All Funds
6.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$109M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$575M
3
Millennium Management
3
Millennium Management
New York
$28.4M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$173M
5
RC
5
Resolution Capital
Australia
$187M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$198M
2
Invesco
2
Invesco
Georgia
$152M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$31.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$165M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$274K 4,075 -1,213 -23%
RWM
302
Ritholtz Wealth Management
New York
$273K 4,065 -8 -0.2%
SC
303
Scotia Capital
Ontario, Canada
$270K 4,017 -7 -0.2%
FI
304
Fractal Investments
Connecticut
$269K 4,000 +4,000 New
GAM
305
Gotham Asset Management
New York
$267K 3,972 +3,972 New
SPA
306
Sherbrooke Park Advisers
New York
$263K 3,912 +3,912 New
OC
307
Oppenheimer & Co
New York
$255K 3,800 +291 +8%
EFS
308
Essex Financial Services
Connecticut
$250K 3,726 – –
BA
309
Bridgewater Associates
Connecticut
$250K 3,721 -4,643 -56%
VU
310
Vanderbilt University
Tennessee
$245K 3,649 +3,649 New
FC
311
FORA Capital
Florida
$245K 3,644 -1,454 -29%
WVP
312
Worth Venture Partners
New Jersey
$243K 3,625 +2,561 +241%
CC
313
Corton Capital
Ontario, Canada
$241K 3,596 -106 -3%
LWAM
314
Legacy Wealth Asset Management
Minnesota
$237K 3,528 +27 +0.8%
CCM
315
CTC Capital Management
Illinois
$235K 3,500 +3,500 New
MM
316
MQS Management
New York
$233K 3,471 +3,471 New
WT
317
Whittier Trust
California
$229K 3,405 – –
VPIM
318
Vanguard Personalized Indexing Management
California
$225K 3,358 -4,888 -59%
CAN
319
Cetera Advisor Networks
California
$225K 3,354 +3,354 New
CC
320
Cannell Capital
Wyoming
$224K 3,335 – –
CRC
321
Curi RMB Capital
Illinois
$224K 3,332 +3,332 New
AIMCA
322
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$222K 3,300 +3,300 New
MAM
323
Martingale Asset Management
Massachusetts
$221K 3,290 – –
Creative Planning
324
Creative Planning
Kansas
$216K 3,215 +3,215 New
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$215K 3,207 – –
11 12
13
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