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Equity Lifestyle Properties
ELS

Overview Fund Activity

482 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
190
Reduced
176
Closed
42
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$536M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$166M
3
Deutsche Bank
3
Deutsche Bank
Germany
$160M
4
UBS AM
4
UBS AM
Illinois
$116M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$159M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$531M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$1.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$198M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
401
Central Trust Company
Missouri
$79.9K – – –
HCA
402
Harbor Capital Advisors
Illinois
$75K +$75K +1,050 New
WSFS
403
Wilmington Savings Fund Society
Delaware
$72K +$72K +1,009 New
AIM
404
Anchor Investment Management
South Carolina
$64.1K +$7.35K +103 +13%
PS
405
Principal Securities
Iowa
$58.8K +$19.5K +273 +50%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$57.9K -$59.1K -828 -51%
VSQM
407
V-Square Quantitative Management
Illinois
$43.7K +$10.4K +146 +31%
CAL
408
Capital Analysts LLC
Pennsylvania
$43K -$144 -2 -0.3%
HNB
409
Huntington National Bank
Ohio
$42.2K -$713 -10 -2%
LC
410
Lindbrook Capital
California
$41.9K -$4.21K -59 -9%
UB
411
UMB Bank
Missouri
$38.1K +$29.7K +417 +356%
Simplex Trading
412
Simplex Trading
Illinois
$37K -$7.69K -110 -17%
SOW
413
State of Wyoming
Wyoming
$31.2K +$31.2K +438 New
RA
414
Rise Advisors
New York
$30.6K +$214 +3 +0.7%
GRP
415
Global Retirement Partners
California
$29.7K +$22.8K +319 +329%
WAG
416
Wiser Advisor Group
Arizona
$29K +$214 +3 +0.7%
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$28.3K +$12.2K +171 +76%
Allspring Global Investments
418
Allspring Global Investments
North Carolina
$28.2K -$145K -2,031 -84%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$28K +$3.07K +43 +12%
C
420
Covestor
United Kingdom
$25K -$293 -4 -1%
TFIPS
421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.8K – – –
POIA
422
Pin Oak Investment Advisors
Texas
$21K – – –
MG
423
Mather Group
Illinois
$19.5K -$5.42K -76 -22%
SAM
424
Smartleaf Asset Management
Massachusetts
$16.9K +$9.34K +132 +123%
ADL
425
Asset Dedication LLC
California
$14.5K +$14.5K +203 New
15 16
17
18 19