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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
NS
351
NBC Securities
Alabama
$315K -$5.54K -79 -2%
VVP
352
Venture Visionary Partners
Ohio
$314K
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$308K +$29.5K +421 +11%
Rafferty Asset Management
354
Rafferty Asset Management
New York
$307K -$20.9K -298 -6%
LWAM
355
Legacy Wealth Asset Management
Minnesota
$278K +$6.38K +91 +2%
PP
356
Paloma Partners
Connecticut
$278K +$273K +3,900 New
WBC
357
Westpac Banking Corp
Australia
$277K +$272K +3,880 New
EA
358
Everpar Advisors
Oklahoma
$276K -$59.7K -852 -18%
Envestnet Portfolio Solutions
359
Envestnet Portfolio Solutions
Illinois
$275K +$270K +3,855 New
WKWM
360
Walter & Keenan Wealth Management
Indiana
$273K +$351 +5 +0.1%
PA
361
Procyon Advisors
Connecticut
$272K +$19.5K +278 +8%
FWM
362
FFT Wealth Management
Pennsylvania
$264K
DWM
363
Destination Wealth Management
California
$262K +$258K +3,678 New
DADC
364
D.A. Davidson & Co
Montana
$256K +$252K +3,589 New
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$256K -$24.8K -353 -9%
IGAM
366
iA Global Asset Management
Quebec, Canada
$253K +$248K +3,544 New
KIA
367
Knollwood Investment Advisory
Maryland
$252K
SI
368
Seeds Investor
New York
$251K +$247K +3,518 New
Credit Agricole
369
Credit Agricole
France
$248K
CRC
370
Curi RMB Capital
Illinois
$247K +$9.04K +129 +4%
WT
371
Whittier Trust
California
$243K
SI
372
Stephens Inc
Arkansas
$240K +$7.78K +111 +3%
PCS
373
Personal CFO Solutions
New Jersey
$233K +$6.38K +91 +3%
RIM
374
Rakuten Investment Management
Japan
$229K +$56.4K +804 +33%
MAM
375
Mystic Asset Management
Rhode Island
$228K

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.