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Equity Lifestyle Properties

407 hedge funds and large institutions have $13.2B invested in Equity Lifestyle Properties in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 150 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $12.7B → $13.2B (+$529M)

2% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 150

0% less funds holding

Funds holding: 409407 (-2)

1.54% less ownership

Funds ownership: 93.51%91.98% (-1.5%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

51% less call options, than puts

Call options by funds: $625K | Put options by funds: $1.28M

Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
7.13%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
37
Increased
153
Reduced
150
Closed
33
Calls
$625K
Puts
$1.28M
Net Calls
-$654K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MUFG Americas
New York
$13K +$13.7K +167 New
BCA
377
Berman Capital Advisors
Georgia
$12K -$901 -11 -7%
EARNEST Partners
378
EARNEST Partners
Georgia
$12K
FF
379
FourThought Financial
Florida
$11K
Fuller & Thaler Asset Management
380
Fuller & Thaler Asset Management
California
$11K
EI
381
Ellevest Inc
New York
$11K +$901 +11 +8%
PO
382
Private Ocean
California
$9K
Nisa Investment Advisors
383
Nisa Investment Advisors
Missouri
$7.16K -$112K -1,371 -1%
CFGS
384
Concourse Financial Group Securities
Alabama
$7K +$2.29K +28 +51%
BIA
385
Bell Investment Advisors
California
$7K +$6.88K +84 New
MHR
386
Matthew Hamilton Rosenberg
$6K +$6.72K +82 New
ED
387
Exane Derivatives
France
$5.08K +$5K +61 +1,525%
BC
388
Burleson & Co
California
$5K
IFAM
389
Institutional & Family Asset Management
Colorado
$5K
ST
390
Smithfield Trust
Pennsylvania
$5K
NFG
391
Next Financial Group
Texas
$5K +$3.52K +43 +187%
SPIA
392
Steward Partners Investment Advisory
New York
$4K
TFO
393
Tarbox Family Office
California
$4K
IA
394
IFP Advisors
Florida
$4K +$246 +3 +6%
GRP
395
Global Retirement Partners
California
$3K -$1.72K -21 -33%
RBC
396
Roble Belko & Company
Pennsylvania
$3K
TWA
397
TCI Wealth Advisors
Arizona
$3K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$3K +$328 +4 +10%
KIG
399
Kowal Investment Group
Wisconsin
$3K +$3.36K +41 New
AF
400
Advisornet Financial
Minnesota
$2K