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Equity Lifestyle Properties
ELS

Overview Fund Activity

416 hedge funds and large institutions have $11B invested in Equity Lifestyle Properties in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
147
Reduced
172
Closed
49
Calls
$961K
Puts
$10.6M
Net Calls
-$9.62M
Net Calls Change
+$30.3M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$590M
2
Deutsche Bank
2
Deutsche Bank
Germany
$147M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$236M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$136M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$464M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$373M
2
Goldman Sachs
2
Goldman Sachs
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$793M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
RC
5
Resolution Capital
Australia
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
376
MUFG Americas
New York
$6K -$3.66K -61 -38%
SPIA
377
Steward Partners Investment Advisory
New York
$6K -$1.15K -17 -16%
QC
378
Quent Capital
New York
$6K – – –
ETC
379
Exchange Traded Concepts
Oklahoma
$6K – – –
BIA
380
Bell Investment Advisors
California
$6K +$1.08K +16 +22%
IFAM
381
Institutional & Family Asset Management
Colorado
$6K +$1.22K +20 +26%
NICM
382
Neo Ivy Capital Management
New York
$6K +$5.57K +90 +1,286%
HWA
383
HHM Wealth Advisors
Tennessee
$5K -$3.79K -66 -43%
MAM
384
Meeder Asset Management
Ohio
$5K -$2.76K -48 -36%
MHR
385
Matthew Hamilton Rosenberg
$5K – – –
CYG
386
Clean Yield Group
Vermont
$5K +$5K +72 New
RCM
387
Raleigh Capital Management
North Carolina
$4K -$211 -3 -5%
BC
388
Burleson & Co
California
$4K – – –
TSWM
389
Tyler-Stone Wealth Management
Ohio
$4K – – –
ST
390
Smithfield Trust
Pennsylvania
$4K – – –
CAL
391
Capital Advisors Ltd
Ohio
$4K +$2.35K +37 +142%
PFP
392
Pinnacle Financial Partners
Tennessee
$4K +$4K +65 New
HGERS
393
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +69 New
TWA
394
TCI Wealth Advisors
Arizona
$3K – – –
CB
395
CNB Bank
Pennsylvania
$3K – – –
GRP
396
Global Retirement Partners
California
$3K – – –
AWM
397
Activest Wealth Management
Florida
$3K +$1.65K +27 +123%
KSWA
398
Kathleen S. Wright Associates
Pennsylvania
$3K +$3K +41 New
TCWA
399
Ten Capital Wealth Advisors
Washington
$3K +$3K +52 New
FGAM
400
Financial Gravity Asset Management
Texas
$2.23K -$247 -126 -10%
14 15
16
17 18