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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 %
First Manhattan
401
First Manhattan
New York
$9.66K – – –
GRP
402
Global Retirement Partners
California
$9.5K +$4.05K +58 +74%
RIM
403
Rakuten Investment Management
Japan
$9.1K +$9.1K +127 New
GC
404
Globeflex Capital
California
$8.68K – – –
BGAI
405
Bruce G. Allen Investments
Colorado
$8.11K +$8.11K +115 New
HWA
406
HHM Wealth Advisors
Tennessee
$7.97K – – –
EBA
407
Eagle Bay Advisors
New York
$6.1K -$82K -1,169 -93%
ST
408
Smithfield Trust
Pennsylvania
$5K – – –
HGERS
409
Householder Group Estate & Retirement Specialist
Arizona
$5K +$70 +1 +1%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$4.94K – – –
MA
411
Montag & Associates
Georgia
$4.72K – – –
FFO
412
Fortitude Family Office
Arizona
$4.44K +$4.44K +63 New
OC
413
Oakworth Capital
Alabama
$4.37K +$4.37K +62 New
GI
414
Gradient Investments
Minnesota
$3.95K – – –
BWL
415
Bogart Wealth LLC
Virginia
$3.89K – – –
GWS
416
Glassman Wealth Services
Virginia
$3.1K +$423 +6 +16%
CB
417
CNB Bank
Pennsylvania
$2.89K – – –
PGAM
418
Princeton Global Asset Management
New Jersey
$2.47K +$2.47K +35 New
CQS
419
Credential Qtrade Securities
$2.4K – – –
1832 Asset Management
420
1832 Asset Management
Ontario, Canada
$2.4K – – –
TIM
421
Tortoise Investment Management
New York
$2.05K – – –
HBW
422
Hazlett, Burt & Watson
West Virginia
$2K – – –
CAL
423
Capital Advisors Ltd
Ohio
$2K +$2K +32 New
BIA
424
Bell Investment Advisors
California
$1.98K – – –
FHA
425
First Horizon Advisors
Tennessee
$1.83K – – –
15 16
17
18 19