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Equity Lifestyle Properties

415 hedge funds and large institutions have $10.8B invested in Equity Lifestyle Properties in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

1% more funds holding

Funds holding: 411415 (+4)

1% more capital invested

Capital invested by funds: $10.7B → $10.8B (+$76.7M)

0.35% more ownership

Funds ownership: 92.95%93.3% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

98% less call options, than puts

Call options by funds: $635K | Put options by funds: $31.3M

Holders
415
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
7.29%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
47
Increased
154
Reduced
157
Closed
42
Calls
$635K
Puts
$31.3M
Net Calls
-$30.7M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
376
EARNEST Partners
Georgia
$10K
BCA
377
Berman Capital Advisors
Georgia
$9K -$498 -8 -5%
FF
378
FourThought Financial
Florida
$9K
National Pension Service
379
National Pension Service
South Korea
$8K -$675K -10,855 -99%
DSC
380
Duncker Streett & Co
Missouri
$8K
PO
381
Private Ocean
California
$8K
TAIM
382
TD Ameritrade Investment Management
Nebraska
$8K
EI
383
Ellevest Inc
New York
$8K +$6.66K +107 +428%
SWM
384
Spire Wealth Management
Virginia
$7K +$7.03K +113 New
Nisa Investment Advisors
385
Nisa Investment Advisors
Missouri
$6.62K -$499K -8,028 -7%
GRP
386
Global Retirement Partners
California
$4K
IFAM
387
Institutional & Family Asset Management
Colorado
$4K
ST
388
Smithfield Trust
Pennsylvania
$4K
TWA
389
TCI Wealth Advisors
Arizona
$4K
BC
390
Burleson & Co
California
$4K +$3.73K +60 New
SFSIG
391
San Francisco Sentry Investment Group
California
$3K -$135K -2,171 -98%
AssetMark Inc
392
AssetMark Inc
California
$3K
IA
393
IFP Advisors
Florida
$3K
TFO
394
Tarbox Family Office
California
$3K
CFGS
395
Concourse Financial Group Securities
Alabama
$3K +$1.93K +31 +182%
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.74K +44 New
SIAP
397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$3.36K +54 New
EFSCE
398
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.43K -23 -45%
RBC
399
Roble Belko & Company
Pennsylvania
$2K
ZB
400
Zions Bancorporation
Utah
$2K

ELS Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2021, worth a combined $10.8B — up 0.71% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ELS positions and 42 closed out — a net gain of 5 holders — while 154 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was Renaissance Technologies, cutting an estimated $60.1M.

  • 415 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2021, up from 411 in Q4 2020.
  • Funds reported $10.8B of Equity Lifestyle Properties stock for Q1 2021, up 0.71% quarter-over-quarter.
  • 47 funds opened new Equity Lifestyle Properties positions in Q1 2021 and 42 closed out, a net change of +5 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2021 was Fidelity Investments, an estimated $121M added.
  • The largest Equity Lifestyle Properties seller in Q1 2021 was Renaissance Technologies, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2021.