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Equity Lifestyle Properties
ELS

Overview Fund Activity

410 hedge funds and large institutions have $10.7B invested in Equity Lifestyle Properties in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
7.27%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
144
Reduced
158
Closed
49
Calls
$544K
Puts
$14.3M
Net Calls
-$13.8M
Net Calls Change
-$3.9M

Top Buyers

1
LPC
1
Long Pond Capital
New York
$103M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$134M
3
Goldman Sachs
3
Goldman Sachs
New York
$275M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$80M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$154M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$649M
2
Deutsche Bank
2
Deutsche Bank
Germany
$41.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$163M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.8M
5
Invesco
5
Invesco
Georgia
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
376
TD Ameritrade Investment Management
Nebraska
$8K +$8K +122 New
ASN
377
Advisory Services Network
Georgia
$6K -$4.22K -71 -41%
ST
378
Smithfield Trust
Pennsylvania
$4K – – –
TWA
379
TCI Wealth Advisors
Arizona
$4K – – –
IFAM
380
Institutional & Family Asset Management
Colorado
$4K – – –
GRP
381
Global Retirement Partners
California
$4K – – –
AssetMark Inc
382
AssetMark Inc
California
$3K -$78.4K -1,306 -96%
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TFO
384
Tarbox Family Office
California
$3K – – –
IA
385
IFP Advisors
Florida
$3K – – –
EI
386
Ellevest Inc
New York
$2K -$5.76K -72 -74%
ZB
387
Zions Bancorporation
Utah
$2K – – –
RBC
388
Roble Belko & Company
Pennsylvania
$2K – – –
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$2K +$2K +26 New
CCA
390
Childress Capital Advisors
Texas
$2K +$2K +34 New
RPWA
391
Regent Peak Wealth Advisors
Georgia
$2K +$2K +36 New
FHC
392
First Horizon Corporation
Tennessee
$1K -$308 -8 -24%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$1K – – –
CAM
394
ClariVest Asset Management
California
$1K – – –
IWP
395
IAG Wealth Partners
Wisconsin
$1K – – –
JWM
396
Janiczek Wealth Management
Colorado
$1K +$1K +9 New
MCM
397
Manchester Capital Management
Vermont
$1K +$714 +10 +250%
SWP
398
ShoreHaven Wealth Partners
New Jersey
$1K +$1K +16 New
CFGS
399
Concourse Financial Group Securities
Alabama
$1K +$1K +17 New
BHWM
400
Bay Harbor Wealth Management
Maryland
$1K +$1K +20 New
14 15
16
17 18