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Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
34
Increased
160
Reduced
155
Closed
32
Calls
$1.76M
Puts
$260K
Net Calls
+$1.5M
Net Calls Change
-$4.63M

Top Buyers

1
CTC
Chai Trust Company
Illinois
$599M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$727M
3
Invesco
Invesco
Georgia
$202M
4
Aristotle Capital Management
Aristotle Capital Management
California
$659M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$235M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$1.37M
2
ZP
Zimmer Partners
New York
$19.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$746M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
326
Whittier Trust
California
$228K – – –
Man Group
327
Man Group
United Kingdom
$224K +$224K +3,354 New
CAN
328
Cetera Advisor Networks
California
$224K -$334 -5 -0.1%
OTL
329
Oak Thistle LLC
New York
$223K +$223K +3,336 New
CC
330
Cannell Capital
Wyoming
$223K – – –
CRC
331
Curi RMB Capital
Illinois
$223K – – –
AIMCA
332
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$221K – – –
MAM
333
Martingale Asset Management
Massachusetts
$220K – – –
BMSSC
334
B. Metzler seel. Sohn & Co
Germany
$215K – – –
Creative Planning
335
Creative Planning
Kansas
$213K -$1.81K -27 -0.8%
VPIM
336
Vanguard Personalized Indexing Management
California
$211K -$13.8K -206 -6%
WA
337
Wealth Alliance
New York
$209K +$209K +3,122 New
PA
338
PFG Advisors
Arizona
$208K – – –
CA
339
Commerzbank Aktiengesellschaft
Germany
$205K – – –
QC
340
Quadrature Capital
United Kingdom
$205K +$205K +3,059 New
DFCM
341
Dark Forest Capital Management
Puerto Rico
$203K +$203K +3,032 New
WC
342
Wexford Capital
Florida
$201K -$511K -7,639 -72%
TPCW
343
TD Private Client Wealth
New York
$201K +$36.1K +539 +22%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$172K -$669 -10 -0.4%
AIG
345
American International Group
New York
$144K -$11.1K -166 -7%
CCP
346
Carmel Capital Partners
California
$139K +$12.2K +182 +10%
OIA
347
Optimum Investment Advisors
Illinois
$137K – – –
CMBA
348
C.M. Bidwell & Associates
Hawaii
$136K – – –
PA
349
Parallel Advisors
California
$135K -$59.3K -886 -30%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$122K +$18.3K +275 +18%
12 13
14
15 16