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Equity Lifestyle Properties
ELS

Overview Fund Activity

406 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
Holders
406
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
6.55%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$500M
2
ZP
2
Zimmer Partners
New York
$98.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$85.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$194M
5
BlackRock
5
BlackRock
New York
$953M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$56.9M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$3.52M
3
Goldman Sachs
3
Goldman Sachs
New York
$112M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$295M
5
Prudential Financial
5
Prudential Financial
New Jersey
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
376
Tyler-Stone Wealth Management
Ohio
$4K – – –
CWC
377
Carolinas Wealth Consulting
North Carolina
$3.9K +$3.9K +60 New
MYAM
378
Meiji Yasuda Asset Management
Japan
$3.49K -$7 -115 -0.2%
TCWA
379
Ten Capital Wealth Advisors
Washington
$3.36K – – –
GRP
380
Global Retirement Partners
California
$3.18K – – –
AWM
381
Activest Wealth Management
Florida
$3.17K – – –
PTC
382
Private Trust Company
Ohio
$3K -$11.5K -161 -79%
KSWA
383
Kathleen S. Wright Associates
Pennsylvania
$3K – – –
TWA
384
TCI Wealth Advisors
Arizona
$2.71K – – –
CB
385
CNB Bank
Pennsylvania
$2.65K – – –
MA
386
Montag & Associates
Georgia
$2.54K +$2.54K +39 New
DFCM
387
Dark Forest Capital Management
Puerto Rico
$2.52K -$194K -3,008 -99%
HCP
388
Hexagon Capital Partners
Arkansas
$2.46K -$28.1K -435 -92%
GWS
389
Glassman Wealth Services
Virginia
$2.46K +$1.81K +28 +280%
CS
390
Comerica Securities
Michigan
$2.21K +$2.21K +34 New
CAL
391
Capital Advisors Ltd
Ohio
$2K -$2.67K -36 -57%
SPIA
392
Steward Partners Investment Advisory
New York
$1.94K -$3.81K -59 -66%
EWA
393
EverSource Wealth Advisors
Alabama
$1.74K +$1.74K +27 New
TIM
394
Tortoise Investment Management
New York
$1.55K +$581 +9 +60%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$1.29K -$581 -9 -31%
AssetMark Inc
396
AssetMark Inc
California
$1.29K – – –
AF
397
Advisornet Financial
Minnesota
$1.29K +$969 +15 +300%
IWP
398
IAG Wealth Partners
Wisconsin
$969 – – –
BAAM
399
Baker Avenue Asset Management
California
$840 +$840 +13 New
ASN
400
Advisory Services Network
Georgia
$840 +$840 +13 New
14 15
16
17 18