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Equity Lifestyle Properties
ELS

Overview Fund Activity

482 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
190
Reduced
176
Closed
42
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$536M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$166M
3
Deutsche Bank
3
Deutsche Bank
Germany
$160M
4
UBS AM
4
UBS AM
Illinois
$116M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$159M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$531M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$1.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$198M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
326
Fermata Advisors
California
$423K – – –
VAS
327
Vestmark Advisory Solutions
Massachusetts
$421K – – –
NW
328
NewEdge Wealth
Pennsylvania
$421K +$1.14K +16 +0.3%
IMCOOI
329
Investment Management Corp of Ontario (IMCO)
Canada
$417K +$136K +1,900 +48%
TMAM
330
Tokio Marine Asset Management
Japan
$410K -$2.07K -29 -0.5%
FTWA
331
Fifth Third Wealth Advisors
Ohio
$402K +$4.57K +64 +1%
VI
332
Vestcor Inc
New Brunswick, Canada
$400K +$103K +1,450 +35%
GWMR
333
GC Wealth Management RIA
Massachusetts
$395K +$158K +2,208 +66%
EI
334
Ethic Inc
New York
$389K +$100K +1,555 +35%
OWA
335
Outlook Wealth Advisors
Texas
$388K +$21.5K +301 +6%
EWA
336
EP Wealth Advisors
California
$387K +$387K +5,423 New
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$376K -$5.14K -72 -1%
SCA
338
Snowden Capital Advisors
New York
$373K +$83.2K +1,158 +29%
AA
339
ALPS Advisors
Colorado
$369K -$101K -1,415 -21%
PA
340
Profund Advisors
Maryland
$367K -$4.28K -60 -1%
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$346K -$1.36K -19 -0.4%
MM
342
MQS Management
New York
$346K +$346K +4,847 New
BMSSC
343
B. Metzler seel. Sohn & Co
Germany
$329K – – –
AIA
344
Angeles Investment Advisors
California
$329K -$71.7K -999 -18%
UCFA
345
United Capital Financial Advisors
Texas
$326K -$47.9K -671 -13%
BFM
346
Boothbay Fund Management
New York
$318K +$318K +4,453 New
NS
347
NBC Securities
Alabama
$315K -$5.63K -79 -2%
VVP
348
Venture Visionary Partners
Ohio
$314K – – –
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$308K +$29.5K +421 +11%
Rafferty Asset Management
350
Rafferty Asset Management
New York
$307K -$21.3K -298 -6%
12 13
14
15 16