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Equity Lifestyle Properties

486 hedge funds and large institutions have $13.1B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,743% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $42K

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $11.5B → $13.1B (+$1.63B)

4.01% more ownership

Funds ownership: 94.66%98.67% (+4%)

2% more funds holding

Funds holding: 475486 (+11)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
486
Holders Change
+11
Holders Change %
+2.32%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
54
Increased
192
Reduced
177
Closed
41
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
301
Norinchukin Bank
Japan
$607K -$5.54K -79 -0.9%
OAM
302
Oppenheimer Asset Management
New York
$599K +$588K +8,393 New
SRL
303
Scientech Research LLC
New Jersey
$596K +$586K +8,354 New
MML Investors Services
304
MML Investors Services
Massachusetts
$585K +$54K +770 +10%
GM
305
GeoWealth Management
Illinois
$573K +$116K +1,648 +26%
AAM
306
Advisors Asset Management
Colorado
$572K -$227K -3,231 -29%
PAM
307
Panagora Asset Management
Massachusetts
$569K +$30.5K +435 +6%
Jacobs Levy Equity Management
308
Jacobs Levy Equity Management
New Jersey
$559K +$549K +7,832 New
BFIM
309
Beese Fulmer Investment Management
Ohio
$556K -$9.68K -138 -2%
BAMF
310
BI Asset Management Fondsmaeglerselskab
Denmark
$540K +$531K +7,571 New
SCM
311
Shelton Capital Management
Colorado
$526K -$15.6K -223 -3%
BCM
312
Bayesian Capital Management
New York
$523K +$514K +7,329 New
TRCT
313
Tower Research Capital (TRC)
New York
$521K -$124K -1,772 -20%
VIM
314
Vinva Investment Management
Australia
$520K +$516K +7,353 New
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$514K +$159K +2,264 +46%
SCM
316
Sterling Capital Management
North Carolina
$501K +$492K +7,024 New
RCM
317
RB Capital Management
Nevada
$495K -$34.8K -496 -7%
Creative Planning
318
Creative Planning
Kansas
$479K +$128K +1,824 +37%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$470K +$24.2K +345 +6%
GS
320
GTS Securities
New York
$470K +$462K +6,590 New
BNP Paribas Asset Management
321
BNP Paribas Asset Management
France
$467K -$356K -5,073 -44%
MFIM
322
Mesirow Financial Investment Management
Illinois
$451K +$701 +10 +0.2%
CCP
323
Carmel Capital Partners
California
$450K +$21.8K +311 +5%
FAIM
324
Financial Advocates Investment Management
Washington
$446K +$22.9K +327 +6%
VWM
325
Venturi Wealth Management
Texas
$445K -$17.9K -256 -4%

ELS Hedge Fund Activity: Q3 2024 in Review

486 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2024, worth a combined $13.1B — up 14% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 41 closed out — a net gain of 13 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 486 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2024, up from 475 in Q2 2024.
  • Funds reported $13.1B of Equity Lifestyle Properties stock for Q3 2024, up 14% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q3 2024 and 41 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2024 was Cohen & Steers, an estimated $419M added.
  • The largest Equity Lifestyle Properties seller in Q3 2024 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2024.