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Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $11.6B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

Holders
415
Holders Change
+9
Holders Change %
+2.22%
% of All Funds
6.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$109M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$575M
3
Millennium Management
3
Millennium Management
New York
$28.4M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$173M
5
RC
5
Resolution Capital
Australia
$187M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$198M
2
Invesco
2
Invesco
Georgia
$152M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$31.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$165M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
401
BBJS Financial Advisors
Washington
$2.07K 31 -7,500 -100%
UB
402
UMB Bank
Missouri
$1.75K 26 +26 New
TIM
403
Tortoise Investment Management
New York
$1.61K 24 – –
GFWA
404
Grey Fox Wealth Advisors
Delaware
$1.55K 23 +23 New
IA
405
IFP Advisors
Florida
$1.47K 16 -391 -96%
PFBT
406
Parkside Financial Bank & Trust
Missouri
$1.34K 20 – –
AF
407
Advisornet Financial
Minnesota
$1.34K 20 – –
NA
408
NewEdge Advisors
Louisiana
$1.28K 19 -172 -90%
IWP
409
IAG Wealth Partners
Wisconsin
$1.01K 15 – –
Lazard Asset Management
410
Lazard Asset Management
New York
$1K 15 – –
BAAM
411
Baker Avenue Asset Management
California
$873 13 – –
Commonwealth Equity Services
412
Commonwealth Equity Services
Massachusetts
$268 4,000 -21 -0.5%
BA
413
Bellwether Advisors
Nebraska
$268 4 +4 New
BAM
414
Belpointe Asset Management
Nevada
$134 2 -1 -33%
FCA
415
Fortis Capital Advisors
Kansas
$134 2 -1 -33%
GEA
416
Glen Eagle Advisors
New Jersey
$134 2 – –
WMSA
417
Weiss Multi-Strategy Advisers
New York
– – -308,316 Closed
CM
418
Caption Management
Oklahoma
– – -55,000 Closed
LIP
419
Lighthouse Investment Partners
Florida
– – -41,759 Closed
Axa
420
Axa
France
– – -31,601 Closed
ProShare Advisors
421
ProShare Advisors
Maryland
– – -22,286 Closed
HF
422
HRT Financial
New York
– – -18,891 Closed
PMEF
423
Point72 Middle East FZE
United Arab Emirates
– – -10,539 Closed
FRM
424
Fox Run Management
Connecticut
– – -9,172 Closed
BHCM
425
Boulder Hill Capital Management
New York
– – -8,300 Closed
15 16
17
18 19