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Equity Lifestyle Properties

486 hedge funds and large institutions have $13.1B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,743% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $42K

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $11.5B → $13.1B (+$1.63B)

4.01% more ownership

Funds ownership: 94.66%98.67% (+4%)

2% more funds holding

Funds holding: 475486 (+11)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
486
Holders Change
+11
Holders Change %
+2.32%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
54
Increased
192
Reduced
177
Closed
41
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
426
Pin Oak Investment Advisors
Texas
$21K
MG
427
Mather Group
Illinois
$19.5K -$5.33K -76 -22%
SAM
428
Smartleaf Asset Management
Massachusetts
$16.9K +$9.26K +132 +123%
ADL
429
Asset Dedication LLC
California
$14.5K +$14.2K +203 New
AF
430
Allworth Financial
California
$14.3K +$1.54K +22 +12%
RTC
431
Riverview Trust Company
Washington
$14.3K
Lazard Asset Management
432
Lazard Asset Management
New York
$13K -$65.1K -929 -83%
Bessemer Group
433
Bessemer Group
New Jersey
$13K -$4.35K -62 -26%
CFD
434
Creative Financial Designs
Indiana
$12.3K
RWA
435
Redmont Wealth Advisors
Illinois
$11.7K
HFS
436
Hantz Financial Services
Michigan
$11K +$70 +1 +0.7%
QC
437
Quent Capital
New York
$10.7K
GC
438
Globeflex Capital
California
$8.78K
BGAI
439
Bruce G. Allen Investments
Colorado
$8.2K
LFA
440
LGT Financial Advisors
Texas
$7.99K
MAM
441
Meeder Asset Management
Ohio
$7.92K +$771 +11 +11%
BSB
442
Bangor Savings Bank
Maine
$7.06K +$6.94K +99 New
PPC
443
Park Place Capital
Alabama
$6.99K -$4.91K -70 -42%
NA
444
NewEdge Advisors
Louisiana
$5.85K -$701 -10 -11%
TSMHT
445
Thurston Springer Miller Herd & Titak
Indiana
$5.63K -$6.03K -86 -52%
OC
446
Oakworth Capital
Alabama
$5.42K +$982 +14 +23%
ST
447
Smithfield Trust
Pennsylvania
$5K
HGERS
448
Householder Group Estate & Retirement Specialist
Arizona
$5K +$70 +1 +1%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$4.99K
MA
450
Montag & Associates
Georgia
$4.77K

ELS Hedge Fund Activity: Q3 2024 in Review

486 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2024, worth a combined $13.1B — up 14% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 41 closed out — a net gain of 13 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 486 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2024, up from 475 in Q2 2024.
  • Funds reported $13.1B of Equity Lifestyle Properties stock for Q3 2024, up 14% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q3 2024 and 41 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2024 was Cohen & Steers, an estimated $419M added.
  • The largest Equity Lifestyle Properties seller in Q3 2024 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2024.