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Equity Lifestyle Properties

407 hedge funds and large institutions have $11.1B invested in Equity Lifestyle Properties in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 148

1% more capital invested

Capital invested by funds: $11B → $11.1B (+$158M)

0.1% less ownership

Funds ownership: 94.02%93.92% (-0.1%)

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

2% less funds holding

Funds holding: 417407 (-10)

94% less call options, than puts

Call options by funds: $678K | Put options by funds: $10.4M

Holders
407
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
6.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
52
Increased
159
Reduced
148
Closed
53
Calls
$678K
Puts
$10.4M
Net Calls
-$9.76M
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
376
Householder Group Estate & Retirement Specialist
Arizona
$4K
TSWM
377
Tyler-Stone Wealth Management
Ohio
$4K
CWC
378
Carolinas Wealth Consulting
North Carolina
$3.9K +$3.8K +60 New
MYAM
379
Meiji Yasuda Asset Management
Japan
$3.49K -$7.29K -115 -0.2%
TCWA
380
Ten Capital Wealth Advisors
Washington
$3.36K
GRP
381
Global Retirement Partners
California
$3.18K
AWM
382
Activest Wealth Management
Florida
$3.17K
PTC
383
Private Trust Company
Ohio
$3K -$10.2K -161 -79%
KSWA
384
Kathleen S. Wright Associates
Pennsylvania
$3K
TWA
385
TCI Wealth Advisors
Arizona
$2.71K
CB
386
CNB Bank
Pennsylvania
$2.65K
MA
387
Montag & Associates
Georgia
$2.54K +$2.47K +39 New
DFCM
388
Dark Forest Capital Management
Puerto Rico
$2.52K -$191K -3,008 -99%
HCP
389
Hexagon Capital Partners
Arkansas
$2.46K -$27.6K -435 -92%
GWS
390
Glassman Wealth Services
Virginia
$2.46K +$1.77K +28 +280%
CS
391
Comerica Securities
Michigan
$2.21K +$2.15K +34 New
CAL
392
Capital Advisors Ltd
Ohio
$2K -$2.28K -36 -57%
SPIA
393
Steward Partners Investment Advisory
New York
$1.94K -$3.74K -59 -66%
EWA
394
EverSource Wealth Advisors
Alabama
$1.74K +$1.71K +27 New
TIM
395
Tortoise Investment Management
New York
$1.55K +$570 +9 +60%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$1.29K -$570 -9 -31%
AssetMark Inc
397
AssetMark Inc
California
$1.29K
AF
398
Advisornet Financial
Minnesota
$1.29K +$950 +15 +300%
IWP
399
IAG Wealth Partners
Wisconsin
$969
ASN
400
Advisory Services Network
Georgia
$840 +$824 +13 New