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Equity Lifestyle Properties

409 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $10.8B → $12.7B (+$1.85B)

0.21% more ownership

Funds ownership: 93.3%93.51% (+0.21%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 415409 (-6)

12% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 163

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

96% less call options, than puts

Call options by funds: $743K | Put options by funds: $18.9M

Holders
409
Holders Change
-6
Holders Change %
-1.45%
% of All Funds
7.12%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.17%
New
41
Increased
143
Reduced
163
Closed
43
Calls
$743K
Puts
$18.9M
Net Calls
-$18.2M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
376
Advisory Services Network
Georgia
$8K +$7.14K +101 New
Nisa Investment Advisors
377
Nisa Investment Advisors
Missouri
$6.91K -$776K -10,966 -11%
GRP
378
Global Retirement Partners
California
$5K
IFAM
379
Institutional & Family Asset Management
Colorado
$5K
ST
380
Smithfield Trust
Pennsylvania
$5K
BC
381
Burleson & Co
California
$5K +$71 +1 +2%
ACM
382
Anfield Capital Management
California
$5K +$5.09K +72 New
SFSIG
383
San Francisco Sentry Investment Group
California
$4K
TFO
384
Tarbox Family Office
California
$4K
CFGS
385
Concourse Financial Group Securities
Alabama
$4K +$495 +7 +15%
SPIA
386
Steward Partners Investment Advisory
New York
$4K +$3.61K +51 New
TWA
387
TCI Wealth Advisors
Arizona
$3K -$990 -14 -25%
RBC
388
Roble Belko & Company
Pennsylvania
$3K
IA
389
IFP Advisors
Florida
$3K +$212 +3 +7%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$3K +$1.34K +19 +95%
FPS
391
Fieldpoint Private Securities
Connecticut
$3K +$2.33K +33 New
SB
392
Strategic Blueprint
Georgia
$3K +$2.76K +39 New
HWMA
393
Heritage Wealth Management (Arizona)
Arizona
$2K -$18K -255 -90%
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
IWP
395
IAG Wealth Partners
Wisconsin
$2K
SSB
396
Sandy Spring Bank
Maryland
$2K +$1.56K +22 New
NFG
397
Next Financial Group
Texas
$2K +$1.63K +23 New
CA
398
Clearstead Advisors
Ohio
$2K +$1.84K +26 New
Walleye Capital
399
Walleye Capital
New York
$1.1K -$6.65K -94 -0.6%
AssetMark Inc
400
AssetMark Inc
California
$1K -$2.12K -30 -60%