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Equity Lifestyle Properties

431 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

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 410431 (+21)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 152

0.14% more ownership

Funds ownership: 91.59%91.73% (+0.14%)

7% less capital invested

Capital invested by funds: $13B → $12B (-$954M)

98% less call options, than puts

Call options by funds: $825K | Put options by funds: $40.7M

Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
7.26%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$30K
EI
377
Ellevest Inc
New York
$30K +$5.97K +80 +23%
PCG
378
Private Capital Group
Connecticut
$28K -$3.51K -47 -11%
SWM
379
SeaCrest Wealth Management
New York
$27K +$28.2K +378 New
BMD
380
Better Money Decisions
New Mexico
$27K +$28.5K +382 New
PTC
381
Private Trust Company
Ohio
$25K +$26.5K +355 New
LC
382
Lindbrook Capital
California
$24K +$522 +7 +2%
AIM
383
Achmea Investment Management
Netherlands
$23K
HWA
384
Heritage Wealth Advisors
Virginia
$23K
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$4.1K -55 -18%
UB
386
UMB Bank
Missouri
$15K
EW
387
Evoke Wealth
California
$14K
FF
388
FourThought Financial
Florida
$14K +$3.58K +48 +32%
C
389
Covestor
United Kingdom
$13K
AF
390
Allworth Financial
California
$13K +$13.4K +179 +8,950%
POIA
391
Pin Oak Investment Advisors
Texas
$12K
EARNEST Partners
392
EARNEST Partners
Georgia
$11K
HWA
393
HHM Wealth Advisors
Tennessee
$11K
MA
394
MUFG Americas
New York
$11K
CFGS
395
Concourse Financial Group Securities
Alabama
$11K +$970 +13 +9%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$11K +$12.1K +162 New
MAM
397
Meeder Asset Management
Ohio
$10K -$597 -8 -6%
GC
398
Globeflex Capital
California
$9K
PO
399
Private Ocean
California
$8K
HIA
400
Harbor Investment Advisory
Maryland
$8K +$8.8K +118 New