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Equity Lifestyle Properties
ELS

Overview Fund Activity

415 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
34
Increased
160
Reduced
155
Closed
32
Calls
$1.76M
Puts
$260K
Net Calls
+$1.5M
Net Calls Change
-$4.63M

Top Buyers

1
CTC
Chai Trust Company
Illinois
$599M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$727M
3
Invesco
Invesco
Georgia
$202M
4
Aristotle Capital Management
Aristotle Capital Management
California
$659M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$235M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$1.37M
2
ZP
Zimmer Partners
New York
$19.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$746M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
401
Glassman Wealth Services
Virginia
$2.54K – – –
BIA
402
Bell Investment Advisors
California
$2.41K -$468 -7 -16%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$2.34K +$1K +15 +75%
CQS
404
Credential Qtrade Securities
$2.27K – – –
BFA
405
BBJS Financial Advisors
Washington
$2.01K -$67 -1 -3%
TIM
406
Tortoise Investment Management
New York
$1.61K – – –
AF
407
Advisornet Financial
Minnesota
$1.34K – – –
FGAM
408
Financial Gravity Asset Management
Texas
$1.21K +$1.21K +67 New
IA
409
IFP Advisors
Florida
$1.07K – – –
IWP
410
IAG Wealth Partners
Wisconsin
$1K – – –
Lazard Asset Management
411
Lazard Asset Management
New York
$1K – – –
VAG
412
VisionPoint Advisory Group
Texas
$602 +$602 +9 New
CA
413
Crewe Advisors
Utah
$268 +$268 +4 New
GEA
414
Glen Eagle Advisors
New Jersey
$134 – – –
CWM
415
CIBC World Markets
New York
– -$3.82M -56,873 Closed
CSS
416
Cubist Systematic Strategies
Connecticut
– -$3.76M -56,073 Closed
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
– -$3.11M -46,377 Closed
PAM
418
Paradigm Asset Management
New York
– -$947K -14,100 Closed
BAMCO Inc
419
BAMCO Inc
New York
– -$782K -11,643 Closed
GCM
420
Graham Capital Management
Connecticut
– -$686K -10,218 Closed
CS
421
Candriam SCA
Luxembourg
– -$615K -9,959 Closed
DEA
422
DoubleLine ETF Adviser
Florida
– -$589K -8,771 Closed
YIH
423
Y-Intercept (HK)
Hong Kong
– -$539K -8,022 Closed
VIM
424
Vinva Investment Management
Australia
– -$375K -5,713 Closed
VI
425
Versor Investments
New York
– -$295K -4,400 Closed
14 15 16
17
18