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Equity Lifestyle Properties
ELS

Overview Fund Activity

495 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
172
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$404M
2
Invesco
Invesco
Georgia
$261M
3
BlackRock
BlackRock
New York
$1.71B
4
UBS Group
UBS Group
Switzerland
$99.5M
5
Northern Trust
Northern Trust
Illinois
$162M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
301
Guggenheim Capital
Illinois
$525K -$2.4M -36,039 -82%
BFIM
302
Beese Fulmer Investment Management
Ohio
$519K – – –
Mirae Asset Global Investments
303
Mirae Asset Global Investments
South Korea
$507K -$1.03M -15,569 -67%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$499K +$59.7K +897 +14%
OAC
305
OMERS Administration Corp
Ontario, Canada
$495K +$84.3K +1,266 +21%
UH
306
Unigestion Holding
Switzerland
$493K +$493K +7,400 New
RWM
307
Ritholtz Wealth Management
New York
$484K +$484K +7,273 New
Aviva
308
Aviva
United Kingdom
$472K -$419K -6,291 -47%
SCM
309
Shelton Capital Management
Colorado
$469K -$22.2K -334 -5%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$458K -$344K -5,175 -43%
MML Investors Services
311
MML Investors Services
Massachusetts
$448K -$98.8K -1,482 -18%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$447K +$123K +1,850 +38%
OAM
313
Oppenheimer Asset Management
New York
$441K -$118K -1,769 -21%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$441K -$39.3K -590 -8%
BAMF
315
BI Asset Management Fondsmaeglerselskab
Denmark
$437K -$67.7K -1,015 -13%
CCP
316
Carmel Capital Partners
California
$435K +$15.3K +230 +4%
MFIM
317
Mesirow Financial Investment Management
Illinois
$421K +$599 +9 +0.1%
RCM
318
RB Capital Management
Nevada
$419K -$42.8K -643 -9%
VWM
319
Venturi Wealth Management
Texas
$413K -$3.06K -46 -0.7%
DAC
320
Dividend Assets Capital
South Carolina
$396K – – –
FA
321
Fermata Advisors
California
$395K – – –
EWA
322
EP Wealth Advisors
California
$389K +$28.1K +422 +8%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$387K -$6.13K -92 -2%
NW
324
NewEdge Wealth
Pennsylvania
$387K -$6.13K -92 -2%
EF
325
Empowered Funds
Pennsylvania
$380K +$380K +5,712 New
11 12
13
14 15