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Equity Lifestyle Properties
ELS

Overview Fund Activity

495 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
172
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$404M
2
Invesco
Invesco
Georgia
$261M
3
BlackRock
BlackRock
New York
$1.71B
4
UBS Group
UBS Group
Switzerland
$99.5M
5
Northern Trust
Northern Trust
Illinois
$162M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
351
Legacy Wealth Asset Management
Minnesota
$263K +$2.86K +43 +1%
WKWM
352
Walter & Keenan Wealth Management
Indiana
$255K +$200 +3 +0.1%
IGAM
353
iA Global Asset Management
Quebec, Canada
$253K +$17K +256 +7%
Tudor Investment Corp
354
Tudor Investment Corp
Connecticut
$251K -$3.58M -53,695 -93%
PA
355
Procyon Advisors
Connecticut
$251K -$3.2K -48 -1%
PA
356
PharVision Advisers
Florida
$251K +$251K +3,763 New
SI
357
Seeds Investor
New York
$251K +$16.3K +245 +7%
FWM
358
FFT Wealth Management
Pennsylvania
$249K +$2.73K +41 +1%
Los Angeles Capital Management
359
Los Angeles Capital Management
California
$249K -$102K -1,530 -29%
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$248K -$8.79K -132 -3%
DWM
361
Destination Wealth Management
California
$247K +$1.73K +26 +0.7%
DADC
362
D.A. Davidson & Co
Montana
$239K – – –
PAS
363
Park Avenue Securities
New York
$237K +$237K +3,557 New
KIA
364
Knollwood Investment Advisory
Maryland
$235K – – –
MIC
365
Maxi Investments CY
Cyprus
$235K +$235K +3,500 New
AIM
366
Aigen Investment Management
New York
$232K +$232K +3,478 New
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$229K -$9.38K -141 -4%
WT
368
Whittier Trust
California
$227K – – –
ECM
369
Evergreen Capital Management
Washington
$224K +$32.3K +482 +17%
PCS
370
Personal CFO Solutions
New Jersey
$224K +$6.73K +101 +3%
DPIM
371
Duff & Phelps Investment Management
Illinois
$222K +$222K +3,340 New
CRC
372
Curi RMB Capital
Illinois
$222K -$8.59K -129 -4%
QCG
373
Quadrant Capital Group
Ohio
$217K +$15.5K +232 +8%
GFM
374
GF Fund Management
China
$214K +$214K +3,220 New
MAM
375
Mystic Asset Management
Rhode Island
$213K – – –
13 14
15
16 17