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Equity Lifestyle Properties
ELS

Overview Fund Activity

444 hedge funds and large institutions have $12.9B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 142 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+18
Holders Change %
+4.23%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
70
Increased
142
Reduced
175
Closed
49
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
$456M
2
Citadel Advisors
Citadel Advisors
Florida
$142M
3
Morgan Stanley
Morgan Stanley
New York
$241M
4
Boston Partners
Boston Partners
Massachusetts
$192M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$194M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$68.8M
2
Deutsche Bank
Deutsche Bank
Germany
$43.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$523M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$949M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
376
Central Trust Company
Missouri
$79K – – –
MSWM
377
McGlone Suttner Wealth Management
Wisconsin
$76.9K +$76.9K +1,091 New
N
378
Natixis
France
$72.4K -$83.5K -1,184 -54%
KLWA
379
Kelly Lawrence W & Associates
California
$70.5K – – –
SWS
380
SYSTM Wealth Solutions
Illinois
$55.8K +$55.8K +791 New
National Bank of Canada
381
National Bank of Canada
Quebec, Canada
$54.4K -$561K -7,884 -91%
AIM
382
Anchor Investment Management
South Carolina
$47.4K +$2.26K +32 +5%
PPC
383
Park Place Capital
Alabama
$46.1K -$9.95K -141 -18%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K – – –
LC
385
Lindbrook Capital
California
$44.5K +$12.8K +182 +41%
HT
386
Headlands Technologies
Illinois
$44K +$26K +368 +144%
GI
387
GAMMA Investing
California
$43.9K +$43.9K +648 New
CAL
388
Capital Analysts LLC
Pennsylvania
$42K -$8.65K -124 -17%
HNB
389
Huntington National Bank
Ohio
$41.3K -$57.3K -812 -58%
LS
390
Livforsakringsbolaget Skandia
Sweden
$35.5K +$35.5K +500 New
BTI
391
Blue Trust Inc
Georgia
$30K -$9.09K -143 -23%
WAG
392
Wiser Advisor Group
Arizona
$28K +$28K +397 New
TFIPS
393
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K +$22.6K +320 New
POIA
394
Pin Oak Investment Advisors
Texas
$21K – – –
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$17K +$7.9K +112 +87%
NA
396
NewEdge Advisors
Louisiana
$14.8K +$494 +7 +3%
C
397
Covestor
United Kingdom
$13K -$280 -4 -2%
PS
398
Principal Securities
Iowa
$13K +$13K +184 New
AF
399
Allworth Financial
California
$11.9K +$564 +8 +5%
QC
400
Quent Capital
New York
$10.4K +$3.81K +54 +58%
14 15
16
17 18