ELS icon

Equity Lifestyle Properties
ELS

Overview Fund Activity

482 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
190
Reduced
176
Closed
42
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$536M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$166M
3
Deutsche Bank
3
Deutsche Bank
Germany
$160M
4
UBS AM
4
UBS AM
Illinois
$116M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$159M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$531M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$1.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$198M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
301
MML Investors Services
Massachusetts
$585K +$54.9K +770 +10%
GM
302
GeoWealth Management
Illinois
$573K +$118K +1,648 +26%
AAM
303
Advisors Asset Management
Colorado
$572K -$230K -3,231 -29%
PAM
304
Panagora Asset Management
Massachusetts
$569K +$31K +435 +6%
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
$559K +$559K +7,832 New
BFIM
306
Beese Fulmer Investment Management
Ohio
$556K -$9.85K -138 -2%
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$540K +$540K +7,571 New
SCM
308
Shelton Capital Management
Colorado
$526K -$15.9K -223 -3%
BCM
309
Bayesian Capital Management
New York
$523K +$523K +7,329 New
TRCT
310
Tower Research Capital (TRC)
New York
$521K -$126K -1,772 -20%
VIM
311
Vinva Investment Management
Australia
$520K +$520K +7,353 New
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$514K +$162K +2,264 +46%
SCM
313
Sterling Capital Management
North Carolina
$501K +$501K +7,024 New
RCM
314
RB Capital Management
Nevada
$495K -$35.4K -496 -7%
Creative Planning
315
Creative Planning
Kansas
$479K +$130K +1,824 +37%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$470K +$24.6K +345 +6%
GS
317
GTS Securities
New York
$470K +$470K +6,590 New
BNP Paribas Asset Management
318
BNP Paribas Asset Management
France
$467K -$362K -5,073 -44%
MFIM
319
Mesirow Financial Investment Management
Illinois
$451K +$713 +10 +0.2%
CCP
320
Carmel Capital Partners
California
$450K +$22.2K +311 +5%
FAIM
321
Financial Advocates Investment Management
Washington
$446K +$23.3K +327 +6%
VWM
322
Venturi Wealth Management
Texas
$445K -$18.3K -256 -4%
OAC
323
OMERS Administration Corp
Ontario, Canada
$440K -$1.54M -21,600 -78%
RJFSA
324
Raymond James Financial Services Advisors
Florida
$440K -$103K -1,449 -19%
DAC
325
Dividend Assets Capital
South Carolina
$424K -$47.9K -672 -10%
11 12
13
14 15