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Equity Lifestyle Properties

431 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 410431 (+21)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 152

0.14% more ownership

Funds ownership: 91.59%91.73% (+0.14%)

7% less capital invested

Capital invested by funds: $13B → $12B (-$954M)

98% less call options, than puts

Call options by funds: $825K | Put options by funds: $40.7M

Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
7.26%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
60
Increased
153
Reduced
152
Closed
31
Calls
$825K
Puts
$40.7M
Net Calls
-$39.9M
Net Calls Change
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$7K -$14.8K -199 -65%
QC
402
Quent Capital
New York
$7K +$1.64K +22 +31%
ETC
403
Exchange Traded Concepts
Oklahoma
$6K -$75 -1 -1%
MHR
404
Matthew Hamilton Rosenberg
$6K
ST
405
Smithfield Trust
Pennsylvania
$5K
IFAM
406
Institutional & Family Asset Management
Colorado
$5K +$1.27K +17 +28%
BIA
407
Bell Investment Advisors
California
$5K +$5.45K +73 New
AF
408
Advisornet Financial
Minnesota
$4K -$1.42K -19 -23%
BC
409
Burleson & Co
California
$4K
RCM
410
Raleigh Capital Management
North Carolina
$4K
TSWM
411
Tyler-Stone Wealth Management
Ohio
$4K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$3K -$1.57K -21 -38%
ANBT
413
American National Bank & Trust
Texas
$3K
CB
414
CNB Bank
Pennsylvania
$3K
GRP
415
Global Retirement Partners
California
$3K
TWA
416
TCI Wealth Advisors
Arizona
$3K
TIM
417
Tortoise Investment Management
New York
$3K +$2.69K +36 New
FGAM
418
Financial Gravity Asset Management
Texas
$2.59K +$94K +1,260 New
LF
419
Lee Financial
Texas
$2K
GWS
420
Glassman Wealth Services
Virginia
$2K +$1.57K +21 +420%
AWM
421
Activest Wealth Management
Florida
$2K +$1.64K +22 New
CAL
422
Capital Advisors Ltd
Ohio
$2K +$1.94K +26 New
HPC
423
HM Payson & Co
Maine
$2K +$2.61K +35 New
AssetMark Inc
424
AssetMark Inc
California
$1K
IWP
425
IAG Wealth Partners
Wisconsin
$1K