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Equity Lifestyle Properties
ELS

Overview Fund Activity

426 hedge funds and large institutions have $12.2B invested in Equity Lifestyle Properties in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
181
Reduced
127
Closed
52
Calls
$1.13M
Puts
$433K
Net Calls
+$701K
Net Calls Change
-$796K

Top Buyers

1
BlackRock
BlackRock
New York
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$954M
3
State Street
State Street
Massachusetts
$688M
4
Aristotle Capital Management
Aristotle Capital Management
California
$735M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$123M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$307M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$586M
3
Invesco
Invesco
Georgia
$85.1M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$460K
5
LIMS
Lasalle Investment Management Securities
Maryland
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
376
EverSource Wealth Advisors
Alabama
$23.3K – – –
HWA
377
Heritage Wealth Advisors
Virginia
$20.7K – – –
POIA
378
Pin Oak Investment Advisors
Texas
$19K – – –
FFA
379
Farther Finance Advisors
California
$18.3K +$10K +157 +121%
HT
380
Headlands Technologies
Illinois
$16.3K +$16.3K +256 New
NA
381
NewEdge Advisors
Louisiana
$12.9K +$2.68K +42 +26%
RTC
382
Riverview Trust Company
Washington
$12.8K – – –
C
383
Covestor
United Kingdom
$12K +$316 +5 +3%
Simplex Trading
384
Simplex Trading
Illinois
$12K +$12K +201 New
AF
385
Allworth Financial
California
$10.2K +$3.44K +54 +51%
EARNEST Partners
386
EARNEST Partners
Georgia
$9.68K – – –
First Manhattan
387
First Manhattan
New York
$8.73K +$8.73K +137 New
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$8.22K +$2.49K +39 +43%
GC
389
Globeflex Capital
California
$7.84K – – –
PO
390
Private Ocean
California
$7.65K – – –
HWA
391
HHM Wealth Advisors
Tennessee
$7.2K – – –
QC
392
Quent Capital
New York
$5.93K – – –
SOW
393
State of Wyoming
Wyoming
$5.8K +$2.04K +32 +54%
AWM
394
Avior Wealth Management
Nebraska
$5.8K – – –
GRP
395
Global Retirement Partners
California
$4.97K +$573 +9 +13%
VAG
396
VisionPoint Advisory Group
Texas
$4.59K +$4.01K +63 +700%
JFGIW
397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.56K +$4.56K +71 New
HGERS
398
Householder Group Estate & Retirement Specialist
Arizona
$4.52K +$4.52K +70 New
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$4.46K +$4.46K +70 New
MA
400
Montag & Associates
Georgia
$4.26K +$969 +15 +29%
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16
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