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Equity Lifestyle Properties
ELS

Overview Fund Activity

375 hedge funds and large institutions have $11.8B invested in Equity Lifestyle Properties in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+22
Holders Change %
+6.23%
% of All Funds
7.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
57
Increased
136
Reduced
133
Closed
26
Calls
$8.61M
Puts
$3.2M
Net Calls
+$5.42M
Net Calls Change
+$199K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$456M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.82B
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$101M
4
BlackRock
BlackRock
New York
$1.02B
5
HRES
Heitman Real Estate Securities
Illinois
$31M

Top Sellers

1
Invesco
Invesco
Georgia
$215M
2
Northern Trust
Northern Trust
Illinois
$139M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$250M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$9K +$2.66K +36 +42%
AWM
352
Avior Wealth Management
Nebraska
$9K +$7.25K +108 +415%
DSC
353
Duncker Streett & Co
Missouri
$9K +$9K +132 New
AS
354
Altshuler Shaham
Israel
$8K -$219K -3,037 -96%
TL
355
TrueWealth LLC
Georgia
$7K – – –
IA
356
IFP Advisors
Florida
$5K – – –
BCA
357
Berman Capital Advisors
Georgia
$5K +$949 +15 +23%
JSC
358
Jackson Square Capital
California
$5K +$5K +64 New
RCM
359
RVB Capital Management
New York
$4.4K +$4.4K +62,500 New
TFO
360
Tarbox Family Office
California
$4K – – –
TWA
361
TCI Wealth Advisors
Arizona
$4K – – –
IFAM
362
Institutional & Family Asset Management
Colorado
$4K – – –
ACM
363
Anfield Capital Management
California
$4K +$4K +57 New
BC
364
Barnett & Company
Tennessee
$3K +$2.14K +30 +250%
IWP
365
IAG Wealth Partners
Wisconsin
$3K +$3K +34 New
TI
366
tru Independence
Oregon
$3K +$3K +56 New
CAM
367
ClariVest Asset Management
California
$2K – – –
WCM
368
Wealthcare Capital Management
Virginia
$2K +$2K +31 New
ECM
369
EII Capital Management
New York
$1.97K – – –
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
371
Glassman Wealth Services
Virginia
$1K +$1K +8 New
ASN
372
Advisory Services Network
Georgia
$1K +$1K +12 New
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
– -$7.73M -115,748 Closed
WAM
374
Wolverine Asset Management
Illinois
– -$3.2M -47,888 Closed
Two Sigma Investments
375
Two Sigma Investments
New York
– -$1.62M -24,200 Closed
12 13 14
15
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