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Equity Lifestyle Properties

475 hedge funds and large institutions have $11.5B invested in Equity Lifestyle Properties in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

4% more funds holding

Funds holding: 458475 (+17)

0% more capital invested

Capital invested by funds: $11.5B → $11.5B (+$21.3M)

0.85% less ownership

Funds ownership: 95.5%94.66% (-0.85%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

91% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $11.5M

Holders
475
Holders Change
+17
Holders Change %
+3.71%
% of All Funds
6.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
166
Reduced
187
Closed
48
Calls
$1.03M
Puts
$11.5M
Net Calls
-$10.4M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$400K -$419K -6,676 -52%
CCP
327
Carmel Capital Partners
California
$390K +$43.3K +690 +13%
FA
328
Fermata Advisors
California
$386K
FAIM
329
Financial Advocates Investment Management
Washington
$386K +$177K +2,815 +91%
VAS
330
Vestmark Advisory Solutions
Massachusetts
$384K -$7.15K -114 -2%
NW
331
NewEdge Wealth
Pennsylvania
$383K -$26.8K -428 -7%
LMIM
332
Lockheed Martin Investment Management
Maryland
$380K -$214K -3,415 -37%
YIH
333
Y-Intercept (HK)
Hong Kong
$379K -$979K -15,617 -73%
TMAM
334
Tokio Marine Asset Management
Japan
$376K -$1.94K -31 -0.5%
AIA
335
Angeles Investment Advisors
California
$366K
FTWA
336
Fifth Third Wealth Advisors
Ohio
$363K +$350K +5,577 New
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$348K +$335K +5,337 New
UCFA
338
United Capital Financial Advisors
Texas
$341K -$74.7K -1,191 -19%
PA
339
Profund Advisors
Maryland
$339K -$91.8K -1,463 -22%
Wolverine Trading
340
Wolverine Trading
Illinois
$337K +$324K +5,173 New
OWA
341
Outlook Wealth Advisors
Texas
$335K +$322K +5,139 New
SPA
342
Sherbrooke Park Advisers
New York
$331K -$291K -4,638 -48%
QCM
343
Quantinno Capital Management
New York
$329K -$350K -5,580 -53%
GCM
344
Greenland Capital Management
New York
$326K +$53.4K +851 +21%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$322K +$24.7K +394 +9%
Creative Planning
346
Creative Planning
Kansas
$319K -$16.6K -265 -5%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$318K +$30K +478 +11%
EA
348
Everpar Advisors
Oklahoma
$308K -$20.2K -322 -6%
BMSSC
349
B. Metzler seel. Sohn & Co
Germany
$301K +$10.3K +164 +4%
Rafferty Asset Management
350
Rafferty Asset Management
New York
$300K +$288K +4,599 New