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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 %
LWAM
351
Legacy Wealth Asset Management
Minnesota
$278K +$6.49K +91 +2%
PP
352
Paloma Partners
Connecticut
$278K +$278K +3,900 New
WBC
353
Westpac Banking Corp
Australia
$277K +$277K +3,880 New
EA
354
Everpar Advisors
Oklahoma
$276K -$60.8K -852 -18%
Envestnet Portfolio Solutions
355
Envestnet Portfolio Solutions
Illinois
$275K +$275K +3,855 New
WKWM
356
Walter & Keenan Wealth Management
Indiana
$273K +$357 +5 +0.1%
PA
357
Procyon Advisors
Connecticut
$272K +$19.8K +278 +8%
FWM
358
FFT Wealth Management
Pennsylvania
$264K – – –
DWM
359
Destination Wealth Management
California
$262K +$262K +3,678 New
DADC
360
D.A. Davidson & Co
Montana
$256K +$256K +3,589 New
Commonwealth Equity Services
361
Commonwealth Equity Services
Massachusetts
$256K -$25.2K -353 -9%
IGAM
362
iA Global Asset Management
Quebec, Canada
$253K +$253K +3,544 New
KIA
363
Knollwood Investment Advisory
Maryland
$252K – – –
SI
364
Seeds Investor
New York
$251K +$251K +3,518 New
Credit Agricole
365
Credit Agricole
France
$248K – – –
CRC
366
Curi RMB Capital
Illinois
$247K +$9.2K +129 +4%
WT
367
Whittier Trust
California
$243K – – –
SI
368
Stephens Inc
Arkansas
$240K +$7.92K +111 +3%
PCS
369
Personal CFO Solutions
New Jersey
$233K +$6.49K +91 +3%
RIM
370
Rakuten Investment Management
Japan
$229K +$56.9K +804 +33%
MAM
371
Mystic Asset Management
Rhode Island
$228K – – –
CA
372
Commerzbank Aktiengesellschaft
Germany
$218K +$218K +3,052 New
QCG
373
Quadrant Capital Group
Ohio
$216K +$34.9K +489 +19%
KPWS
374
Kestra Private Wealth Services
Texas
$215K -$394K -5,481 -65%
MCM
375
Manchester Capital Management
Vermont
$210K – – –
13 14
15
16 17