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Equity Lifestyle Properties
ELS

Overview Fund Activity

408 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-6
Holders Change %
-1.45%
% of All Funds
7.12%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.17%
New
41
Increased
143
Reduced
163
Closed
43
Calls
$743K
Puts
$18.9M
Net Calls
-$18.2M
Net Calls Change
+$12.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$264M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$486M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
4
Norges Bank
Norges Bank
Norway
$254M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$198M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$258M
2
Renaissance Technologies
Renaissance Technologies
New York
$52.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$58M
4
PS
Presima Securities
Quebec, Canada
$0
5
LIMS
Lasalle Investment Management Securities
Maryland
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
351
Huntington National Bank
Ohio
$34K – – –
GWM
352
Geneos Wealth Management
Colorado
$33K – – –
FWM
353
FFT Wealth Management
Pennsylvania
$32K +$32K +430 New
PCG
354
Private Capital Group
Connecticut
$30K +$3.47K +47 +13%
BMD
355
Better Money Decisions
New Mexico
$28K – – –
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
KFP
357
KB Financial Partners
New Jersey
$27K -$3.27K -44 -11%
LC
358
Lindbrook Capital
California
$25K +$806 +11 +3%
HWA
359
Heritage Wealth Advisors
Virginia
$24.1K – – –
GKIM
360
GW&K Investment Management
Massachusetts
$23K -$206K -2,745 -90%
EBA
361
Eagle Bay Advisors
New York
$19K +$19K +219 New
TAIM
362
TD Ameritrade Investment Management
Nebraska
$18K +$8.7K +114 +93%
SWM
363
Spire Wealth Management
Virginia
$17K +$8.76K +120 +106%
HFS
364
Hantz Financial Services
Michigan
$16K – – –
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
POIA
366
Pin Oak Investment Advisors
Texas
$13K – – –
MAM
367
Meeder Asset Management
Ohio
$12K -$73 -1 -0.6%
BCA
368
Berman Capital Advisors
Georgia
$12K +$1.35K +19 +13%
EARNEST Partners
369
EARNEST Partners
Georgia
$11K – – –
Fuller & Thaler Asset Management
370
Fuller & Thaler Asset Management
California
$10K -$11.5K -155 -53%
FF
371
FourThought Financial
Florida
$10K – – –
EI
372
Ellevest Inc
New York
$10K +$294 +4 +3%
National Pension Service
373
National Pension Service
South Korea
$10K +$1.21K +17 +14%
PO
374
Private Ocean
California
$9K – – –
ASN
375
Advisory Services Network
Georgia
$8K +$8K +101 New
13 14
15
16 17