ELS icon

Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
34
Increased
160
Reduced
155
Closed
32
Calls
$1.76M
Puts
$260K
Net Calls
+$1.5M
Net Calls Change
-$4.63M

Top Buyers

1
CTC
Chai Trust Company
Illinois
$599M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$727M
3
Invesco
Invesco
Georgia
$202M
4
Aristotle Capital Management
Aristotle Capital Management
California
$659M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$235M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$1.37M
2
ZP
Zimmer Partners
New York
$19.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$746M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
C
376
Covestor
United Kingdom
$12K -$65 -1 -0.5%
FHA
377
First Horizon Advisors
Tennessee
$11.6K -$15.5K -232 -57%
NA
378
NewEdge Advisors
Louisiana
$10.8K +$9.5K +142 +747%
EARNEST Partners
379
EARNEST Partners
Georgia
$10.2K – – –
FFA
380
Farther Finance Advisors
California
$8.7K +$870 +13 +11%
GC
381
Globeflex Capital
California
$8.23K – – –
PO
382
Private Ocean
California
$8.03K – – –
HWA
383
HHM Wealth Advisors
Tennessee
$7.56K -$1.34K -20 -15%
AF
384
Allworth Financial
California
$7.09K – – –
QC
385
Quent Capital
New York
$6.22K – – –
BAAM
386
Baker Avenue Asset Management
California
$6.22K +$5.35K +80 +615%
AWM
387
Avior Wealth Management
Nebraska
$6.09K – – –
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$6.02K – – –
ST
389
Smithfield Trust
Pennsylvania
$5K – – –
CYG
390
Clean Yield Group
Vermont
$4.82K – – –
GRP
391
Global Retirement Partners
California
$4.63K -$403 -6 -8%
CWC
392
Carolinas Wealth Consulting
North Carolina
$4.08K +$67 +1 +2%
SOW
393
State of Wyoming
Wyoming
$3.95K +$1.14K +17 +40%
GI
394
Gradient Investments
Minnesota
$3.75K +$3.75K +56 New
BWL
395
Bogart Wealth LLC
Virginia
$3.64K – – –
MA
396
Montag & Associates
Georgia
$3.44K +$808 +12 +31%
WP
397
WealthPLAN Partners
Nebraska
$3.14K +$3.14K +47 New
CB
398
CNB Bank
Pennsylvania
$2.74K – – –
KSWA
399
Kathleen S. Wright Associates
Pennsylvania
$2.74K – – –
GWS
400
Glassman Wealth Services
Virginia
$2.54K – – –
14 15
16
17 18