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Equity Lifestyle Properties
ELS

Overview Fund Activity

430 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+21
Holders Change %
+5.13%
% of All Funds
7.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
60
Increased
153
Reduced
152
Closed
31
Calls
$825K
Puts
$40.7M
Net Calls
-$39.9M
Net Calls Change
-$38.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$362M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$426M
3
Invesco
3
Invesco
Georgia
$233M
4
Prudential Financial
4
Prudential Financial
New Jersey
$59.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$157M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$33.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$959M
3
BlackRock
3
BlackRock
New York
$987M
4
LPC
4
Long Pond Capital
New York
$0
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
376
Ellevest Inc
New York
$30K +$5.65K +80 +23%
PCG
377
Private Capital Group
Connecticut
$28K -$3.32K -47 -11%
SWM
378
SeaCrest Wealth Management
New York
$27K +$27K +378 New
BMD
379
Better Money Decisions
New Mexico
$27K +$27K +382 New
PTC
380
Private Trust Company
Ohio
$25K +$25K +355 New
LC
381
Lindbrook Capital
California
$24K +$501 +7 +2%
HWA
382
Heritage Wealth Advisors
Virginia
$23K – – –
AIM
383
Achmea Investment Management
Netherlands
$23K – – –
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$3.85K -55 -18%
UB
385
UMB Bank
Missouri
$15K – – –
EW
386
Evoke Wealth
California
$14K – – –
FF
387
FourThought Financial
Florida
$14K +$3.43K +48 +32%
C
388
Covestor
United Kingdom
$13K – – –
AF
389
Allworth Financial
California
$13K +$12.9K +179 +8,950%
POIA
390
Pin Oak Investment Advisors
Texas
$12K – – –
HWA
391
HHM Wealth Advisors
Tennessee
$11K – – –
MA
392
MUFG Americas
New York
$11K – – –
EARNEST Partners
393
EARNEST Partners
Georgia
$11K – – –
CFGS
394
Concourse Financial Group Securities
Alabama
$11K +$911 +13 +9%
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$11K +$11K +162 New
MAM
396
Meeder Asset Management
Ohio
$10K -$593 -8 -6%
GC
397
Globeflex Capital
California
$9K – – –
PO
398
Private Ocean
California
$8K – – –
HIA
399
Harbor Investment Advisory
Maryland
$8K +$8K +118 New
SPIA
400
Steward Partners Investment Advisory
New York
$7K -$13.1K -199 -65%
14 15
16
17 18