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Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $11.6B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

Holders
415
Holders Change
+9
Holders Change %
+2.22%
% of All Funds
6.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$109M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$575M
3
Millennium Management
3
Millennium Management
New York
$28.4M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$173M
5
RC
5
Resolution Capital
Australia
$187M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$198M
2
Invesco
2
Invesco
Georgia
$152M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$31.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$165M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
376
Farther Finance Advisors
California
$7.85K 117 +105 +875%
AF
377
Allworth Financial
California
$7.12K 106 – –
ASN
378
Advisory Services Network
Georgia
$6.58K 98 +85 +654%
QC
379
Quent Capital
New York
$6.24K 93 – –
AWM
380
Avior Wealth Management
Nebraska
$6.11K 91 +91 New
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$6.04K 90 – –
MHR
382
Matthew Hamilton Rosenberg
$5.51K 82 – –
GRP
383
Global Retirement Partners
California
$5.07K 75 +26 +53%
ST
384
Smithfield Trust
Pennsylvania
$5K 70 – –
HGERS
385
Householder Group Estate & Retirement Specialist
Arizona
$5K 70 +1 +1%
CYG
386
Clean Yield Group
Vermont
$4.83K 72 – –
Group One Trading
387
Group One Trading
Illinois
$4.23K 63 -37 -37%
CWC
388
Carolinas Wealth Consulting
North Carolina
$4.06K 60 – –
EI
389
Ellevest Inc
New York
$4.03K 60 -988 -94%
BWL
390
Bogart Wealth LLC
Virginia
$3.63K 54 +54 New
CAL
391
Capital Advisors Ltd
Ohio
$3K 51 +24 +89%
BIA
392
Bell Investment Advisors
California
$2.89K 43 -32 -43%
TWA
393
TCI Wealth Advisors
Arizona
$2.82K 42 – –
SOW
394
State of Wyoming
Wyoming
$2.82K 42 +42 New
CB
395
CNB Bank
Pennsylvania
$2.75K 41 – –
KSWA
396
Kathleen S. Wright Associates
Pennsylvania
$2.75K 41 – –
MA
397
Montag & Associates
Georgia
$2.64K 39 – –
HCP
398
Hexagon Capital Partners
Arkansas
$2.55K 38 – –
GWS
399
Glassman Wealth Services
Virginia
$2.55K 38 – –
CQS
400
Credential Qtrade Securities
$2.28K 34 +34 New
14 15
16
17 18