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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 %
CWC
426
Carolinas Wealth Consulting
North Carolina
$1.81K -$1.52K -21 -46%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$1.69K -$1.2K -17 -41%
ASN
428
Advisory Services Network
Georgia
$1.69K +$1.69K +24 New
LA
429
LM Advisors
California
$1.68K +$1.68K +24 New
RTL
430
Red Tortoise LLC
Georgia
$1.55K – – –
HCP
431
Hexagon Capital Partners
Arkansas
$1.27K -$1.41K -20 -53%
IA
432
IFP Advisors
Florida
$1.13K – – –
PIM
433
Plato Investment Management
Australia
$1.13K +$1.13K +16 New
EWA
434
EverSource Wealth Advisors
Alabama
$1.06K -$24.8K -351 -96%
IWP
435
IAG Wealth Partners
Wisconsin
$1.06K – – –
Lazard Asset Management
436
Lazard Asset Management
New York
$1K – – –
FMP
437
Financial Management Professionals
Texas
$1K – – –
VCM
438
Versant Capital Management
Arizona
$564 +$564 +8 New
AF
439
Advisornet Financial
Minnesota
$423 +$423 +6 New
HI
440
Harbour Investments
Wisconsin
$353 +$353 +5 New
GEA
441
Glen Eagle Advisors
New Jersey
$141 – – –
EC
442
EntryPoint Capital
New York
$71 +$71 +1 New
LFG
443
Larson Financial Group
Missouri
$71 +$71 +1 New
DWM
444
Dogwood Wealth Management
Kansas
$2 – – –
SSA
445
Schonfeld Strategic Advisors
New York
– -$16.3M -255,697 Closed
EAM
446
Eventide Asset Management
Massachusetts
– -$6.97M -109,455 Closed
CIMLRA
447
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$5.58M -87,634 Closed
ECM
448
ExodusPoint Capital Management
New York
– -$3.4M -53,428 Closed
Squarepoint
449
Squarepoint
New York
– -$2.87M -45,110 Closed
PCOC
450
Power Corp of Canada
Canada
– -$2.68M -42,088 Closed
16 17
18
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