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Equity Lifestyle Properties

434 hedge funds and large institutions have $14.8B invested in Equity Lifestyle Properties in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 168 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

69% more call options, than puts

Call options by funds: $385K | Put options by funds: $228K

15% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 146

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $13.2B → $14.8B (+$1.61B)

7% more funds holding

Funds holding: 407434 (+27)

0.36% more ownership

Funds ownership: 91.98%92.34% (+0.36%)

Holders
434
Holders Change
+27
Holders Change %
+6.63%
% of All Funds
6.68%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
59
Increased
168
Reduced
146
Closed
27
Calls
$385K
Puts
$228K
Net Calls
+$157K
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$10K -$10.1K -120 -52%
C
402
Covestor
United Kingdom
$10K +$9.43K +112 New
LF
403
Lee Financial
Texas
$10K +$9.93K +118 New
CFGS
404
Concourse Financial Group Securities
Alabama
$8K +$1.01K +12 +14%
ETC
405
Exchange Traded Concepts
Oklahoma
$8K +$7.74K +92 New
AHIA
406
Andrew Hill Investment Advisors
Florida
$8K +$8.42K +100 New
BIA
407
Bell Investment Advisors
California
$7K -$589 -7 -8%
MHR
408
Matthew Hamilton Rosenberg
$7K
ST
409
Smithfield Trust
Pennsylvania
$6K
QC
410
Quent Capital
New York
$6K +$5.97K +71 New
BC
411
Burleson & Co
California
$5K
IFAM
412
Institutional & Family Asset Management
Colorado
$5K
SPIA
413
Steward Partners Investment Advisory
New York
$5K
TFO
414
Tarbox Family Office
California
$5K
TSWM
415
Tyler-Stone Wealth Management
Ohio
$5K +$5.05K +60 New
TWA
416
TCI Wealth Advisors
Arizona
$4K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$4K +$842 +10 +23%
RBC
418
Roble Belko & Company
Pennsylvania
$3K
AF
419
Advisornet Financial
Minnesota
$3K +$1.6K +19 +95%
GWS
420
Glassman Wealth Services
Virginia
$3K +$2.02K +24 +480%
IA
421
IFP Advisors
Florida
$2K -$2.36K -28 -56%
AssetMark Inc
422
AssetMark Inc
California
$2K
FHA
423
First Horizon Advisors
Tennessee
$2K
LFG
424
Larson Financial Group
Missouri
$2K +$2.19K +26 New
HI
425
Harbour Investments
Wisconsin
$1K