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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
426
Bell Investment Advisors
California
$1.98K – – –
FHA
427
First Horizon Advisors
Tennessee
$1.83K – – –
CWC
428
Carolinas Wealth Consulting
North Carolina
$1.81K -$1.43K -21 -46%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$1.69K -$1.16K -17 -41%
ASN
430
Advisory Services Network
Georgia
$1.69K +$1.63K +24 New
LA
431
LM Advisors
California
$1.68K +$1.63K +24 New
RTL
432
Red Tortoise LLC
Georgia
$1.55K – – –
HCP
433
Hexagon Capital Partners
Arkansas
$1.27K -$1.36K -20 -53%
IA
434
IFP Advisors
Florida
$1.13K – – –
PIM
435
Plato Investment Management
Australia
$1.13K +$1.09K +16 New
EWA
436
EverSource Wealth Advisors
Alabama
$1.06K -$23.9K -351 -96%
IWP
437
IAG Wealth Partners
Wisconsin
$1.06K – – –
FMP
438
Financial Management Professionals
Texas
$1K – – –
Lazard Asset Management
439
Lazard Asset Management
New York
$1K – – –
VCM
440
Versant Capital Management
Arizona
$564 +$545 +8 New
AF
441
Advisornet Financial
Minnesota
$423 +$408 +6 New
HI
442
Harbour Investments
Wisconsin
$353 +$340 +5 New
GEA
443
Glen Eagle Advisors
New Jersey
$141 – – –
EC
444
EntryPoint Capital
New York
$71 +$68 +1 New
LFG
445
Larson Financial Group
Missouri
$71 +$68 +1 New
DWM
446
Dogwood Wealth Management
Kansas
$2 – – –
SSA
447
Schonfeld Strategic Advisors
New York
– -$16.3M -255,697 Closed
EAM
448
Eventide Asset Management
Massachusetts
– -$6.97M -109,455 Closed
CIMLRA
449
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$5.58M -87,634 Closed
ECM
450
ExodusPoint Capital Management
New York
– -$3.4M -53,428 Closed
16 17
18
19 20

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.