We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

486 hedge funds and large institutions have $13.1B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,743% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $42K

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $11.5B → $13.1B (+$1.63B)

4.01% more ownership

Funds ownership: 94.66%98.67% (+4%)

2% more funds holding

Funds holding: 475486 (+11)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
486
Holders Change
+11
Holders Change %
+2.32%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
54
Increased
192
Reduced
177
Closed
41
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
326
OMERS Administration Corp
Ontario, Canada
$440K -$1.51M -21,600 -78%
RJFSA
327
Raymond James Financial Services Advisors
Florida
$440K -$102K -1,449 -19%
DAC
328
Dividend Assets Capital
South Carolina
$424K -$47.1K -672 -10%
FA
329
Fermata Advisors
California
$423K
VAS
330
Vestmark Advisory Solutions
Massachusetts
$421K
NW
331
NewEdge Wealth
Pennsylvania
$421K +$1.12K +16 +0.3%
IMCOOI
332
Investment Management Corp of Ontario (IMCO)
Canada
$417K +$133K +1,900 +48%
TMAM
333
Tokio Marine Asset Management
Japan
$410K -$2.03K -29 -0.5%
FTWA
334
Fifth Third Wealth Advisors
Ohio
$402K +$4.49K +64 +1%
VI
335
Vestcor Inc
New Brunswick, Canada
$400K +$102K +1,450 +35%
GWMR
336
GC Wealth Management RIA
Massachusetts
$395K +$155K +2,208 +66%
EI
337
Ethic Inc
New York
$389K +$109K +1,555 +35%
OWA
338
Outlook Wealth Advisors
Texas
$388K +$21.1K +301 +6%
EWA
339
EP Wealth Advisors
California
$387K +$380K +5,423 New
Los Angeles Capital Management
340
Los Angeles Capital Management
California
$376K -$5.05K -72 -1%
SCA
341
Snowden Capital Advisors
New York
$373K +$81.2K +1,158 +29%
AA
342
ALPS Advisors
Colorado
$369K -$99.2K -1,415 -21%
PA
343
Profund Advisors
Maryland
$367K -$4.21K -60 -1%
SLAM
344
Swiss Life Asset Management
$363K +$358K +5,099 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$346K -$1.33K -19 -0.4%
MM
346
MQS Management
New York
$346K +$340K +4,847 New
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$329K
AIA
348
Angeles Investment Advisors
California
$329K -$70K -999 -18%
UCFA
349
United Capital Financial Advisors
Texas
$326K -$47K -671 -13%
BFM
350
Boothbay Fund Management
New York
$318K +$312K +4,453 New

ELS Hedge Fund Activity: Q3 2024 in Review

486 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2024, worth a combined $13.1B — up 14% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 41 closed out — a net gain of 13 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 486 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2024, up from 475 in Q2 2024.
  • Funds reported $13.1B of Equity Lifestyle Properties stock for Q3 2024, up 14% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q3 2024 and 41 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2024 was Cohen & Steers, an estimated $419M added.
  • The largest Equity Lifestyle Properties seller in Q3 2024 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2024.