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Equity Lifestyle Properties
ELS

Overview Fund Activity

426 hedge funds and large institutions have $12.2B invested in Equity Lifestyle Properties in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
181
Reduced
127
Closed
52
Calls
$1.13M
Puts
$433K
Net Calls
+$701K
Net Calls Change
-$796K

Top Buyers

1
BlackRock
BlackRock
New York
+$543M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$262M
3
State Street
State Street
Massachusetts
+$148M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$107M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.1M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$156M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
3
Invesco
Invesco
Georgia
-$107M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$47.3M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
326
Sherbrooke Park Advisers
New York
$264K +$264K +4,143 New
VPIM
327
Vanguard Personalized Indexing Management
California
$262K +$61.4K +964 +31%
Creative Planning
328
Creative Planning
Kansas
$261K +$58.2K +914 +29%
OC
329
Oppenheimer & Co
New York
$261K -$9.68K -152 -4%
FI
330
Fractal Investments
Connecticut
$255K – – –
NS
331
NBC Securities
Alabama
$252K +$252K +3,965 New
CCP
332
Carmel Capital Partners
California
$251K +$119K +1,863 +90%
Wolverine Trading
333
Wolverine Trading
Illinois
$245K -$423K -6,641 -63%
PA
334
Procyon Advisors
Connecticut
$242K +$242K +3,796 New
BAMF
335
BI Asset Management Fondsmaeglerselskab
Denmark
$238K -$236K -3,718 -50%
AIM
336
Aigen Investment Management
New York
$237K +$237K +3,721 New
AAIM
337
American Assets Investment Management
California
$227K +$227K +3,562 New
LWAM
338
Legacy Wealth Asset Management
Minnesota
$225K +$127 +2 +0.1%
SI
339
Stephens Inc
Arkansas
$219K -$10.4K -164 -5%
WT
340
Whittier Trust
California
$217K – – –
CC
341
Cannell Capital
Wyoming
$212K – – –
CRC
342
Curi RMB Capital
Illinois
$212K – – –
AIMCA
343
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$210K – – –
MAM
344
Martingale Asset Management
Massachusetts
$210K – – –
PWG
345
Portside Wealth Group
Utah
$204K +$204K +3,243 New
Man Group
346
Man Group
United Kingdom
$202K -$224K -3,354 Closed
TPCW
347
TD Private Client Wealth
New York
$194K +$3.06K +48 +2%
VEA
348
Virtus ETF Advisers
New York
$189K -$33.3K -523 -15%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$174K -$125K -1,966 -42%
Acadian Asset Management
350
Acadian Asset Management
Massachusetts
$172K +$172K +2,713 New
12 13
14
15 16