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Equity Lifestyle Properties
ELS

Overview Fund Activity

426 hedge funds and large institutions have $12.2B invested in Equity Lifestyle Properties in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
181
Reduced
127
Closed
52
Calls
$1.13M
Puts
$433K
Net Calls
+$701K
Net Calls Change
-$796K

Top Buyers

1
BlackRock
BlackRock
New York
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$954M
3
State Street
State Street
Massachusetts
$688M
4
Aristotle Capital Management
Aristotle Capital Management
California
$735M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$123M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$307M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$586M
3
Invesco
Invesco
Georgia
$85.1M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$460K
5
LIMS
Lasalle Investment Management Securities
Maryland
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$164K +$573 +9 +0.3%
N
352
Natixis
France
$141K -$3.57M -55,960 -96%
QCG
353
Quadrant Capital Group
Ohio
$141K +$56.2K +882 +67%
PA
354
Parallel Advisors
California
$134K +$4.72K +74 +4%
OIA
355
Optimum Investment Advisors
Illinois
$131K – – –
CMBA
356
C.M. Bidwell & Associates
Hawaii
$130K – – –
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$129K +$12.6K +198 +11%
MCM
358
Manchester Capital Management
Vermont
$126K +$26.6K +417 +27%
KI
359
Kapitalo Investimentos
Brazil
$103K +$103K +1,622 New
S
360
SignatureFD
Georgia
$103K +$4.59K +72 +5%
AP
361
Arlington Partners
Alabama
$92.6K +$24.8K +389 +37%
AT
362
Arlington Trust
Alabama
$92.6K +$92.6K +1,454 New
HNB
363
Huntington National Bank
Ohio
$89K +$1.72K +27 +2%
EBA
364
Eagle Bay Advisors
New York
$80K +$20K +314 +33%
T
365
TOBAM
France
$73K +$4.49K +70 +7%
DGAM
366
Desjardins Global Asset Management
Quebec, Canada
$72.4K +$36.2K +568 +100%
CTC
367
Central Trust Company
Missouri
$71.4K – – –
KLWA
368
Kelly Lawrence W & Associates
California
$63.6K +$63.6K +999 New
PPC
369
Park Place Capital
Alabama
$50.6K +$2.93K +46 +6%
CAL
370
Capital Analysts LLC
Pennsylvania
$46K +$190 +3 +0.4%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K -$11.9K -186 -22%
BTI
372
Blue Trust Inc
Georgia
$41K +$8.47K +127 +26%
AIM
373
Anchor Investment Management
South Carolina
$40.7K – – –
RCM
374
Raleigh Capital Management
North Carolina
$37.3K +$1.66K +26 +5%
LC
375
Lindbrook Capital
California
$28.6K +$1.47K +23 +5%
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