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Equity Lifestyle Properties

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.08% less ownership

Funds ownership: 93.92%93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
376
Globeflex Capital
California
$8.26K
PO
377
Private Ocean
California
$8.06K
QL
378
Quarry LP
New York
$7.92K +$8.01K +118 New
FFA
379
Farther Finance Advisors
California
$7.85K +$7.13K +105 +875%
AF
380
Allworth Financial
California
$7.12K
ASN
381
Advisory Services Network
Georgia
$6.58K +$5.77K +85 +654%
QC
382
Quent Capital
New York
$6.24K
AWM
383
Avior Wealth Management
Nebraska
$6.11K +$6.18K +91 New
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$6.04K
MHR
385
Matthew Hamilton Rosenberg
$5.5K
GRP
386
Global Retirement Partners
California
$5.07K +$1.76K +26 +53%
ST
387
Smithfield Trust
Pennsylvania
$5K
HGERS
388
Householder Group Estate & Retirement Specialist
Arizona
$5K +$68 +1 +1%
CYG
389
Clean Yield Group
Vermont
$4.83K
Group One Trading
390
Group One Trading
Illinois
$4.23K -$2.51K -37 -37%
CWC
391
Carolinas Wealth Consulting
North Carolina
$4.05K
EI
392
Ellevest Inc
New York
$4.03K -$67.1K -988 -94%
BWL
393
Bogart Wealth LLC
Virginia
$3.63K +$3.67K +54 New
CAL
394
Capital Advisors Ltd
Ohio
$3K +$1.63K +24 +89%
BIA
395
Bell Investment Advisors
California
$2.89K -$2.17K -32 -43%
TWA
396
TCI Wealth Advisors
Arizona
$2.82K
SOW
397
State of Wyoming
Wyoming
$2.82K +$2.85K +42 New
CB
398
CNB Bank
Pennsylvania
$2.75K
KSWA
399
Kathleen S. Wright Associates
Pennsylvania
$2.75K
MA
400
Montag & Associates
Georgia
$2.64K