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Equity Lifestyle Properties
ELS

Overview Fund Activity

473 hedge funds and large institutions have $11.5B invested in Equity Lifestyle Properties in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
6.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
71
Increased
165
Reduced
187
Closed
47
Calls
$1.03M
Puts
$11.5M
Net Calls
-$10.4M
Net Calls Change
-$11.3M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$301M
3
Cohen & Steers
3
Cohen & Steers
New York
$100M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$80.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$51M

Top Sellers

1
CTC
1
Chai Trust Company
Illinois
$176M
2
Norges Bank
2
Norges Bank
Norway
$246M
3
UBS AM
3
UBS AM
Illinois
$15.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$20.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
451
EdgeRock Capital
Colorado
$2.21K +$2.21K +34 New
HBW
452
Hazlett, Burt & Watson
West Virginia
$2K +$80 +1 +4%
CWC
453
Carolinas Wealth Consulting
North Carolina
$1.99K +$257 +4 +15%
BIA
454
Bell Investment Advisors
California
$1.82K – – –
FHA
455
First Horizon Advisors
Tennessee
$1.69K – – –
CFB
456
Cullen/Frost Bankers
Texas
$1.69K +$1.69K +26 New
S
457
Sachetta
Massachusetts
$1.23K +$1.23K +18 New
PFBT
458
Parkside Financial Bank & Trust
Missouri
$1.04K +$522 +8 +100%
PIM
459
Plato Investment Management
Australia
$1.04K – – –
CAL
460
Capital Advisors Ltd
Ohio
$1K -$1.67K -20 -63%
FMP
461
Financial Management Professionals
Texas
$1K – – –
RCM
462
Raleigh Capital Management
North Carolina
$977 -$326 -5 -25%
IWP
463
IAG Wealth Partners
Wisconsin
$977 – – –
OWA
464
Opal Wealth Advisors
New York
$782 +$782 +12 New
TAM
465
Tucker Asset Management
Colorado
$716 +$716 +11 New
RIL
466
Rothschild Investment LLC
Illinois
$651 +$651 +10 New
EWA
467
EverSource Wealth Advisors
Alabama
$549 – – –
CPG
468
Cornerstone Planning Group
New Jersey
$283 +$283 +4 New
GEA
469
Glen Eagle Advisors
New Jersey
$130 – – –
CAS
470
Coppell Advisory Solutions
Texas
$130 +$130 +2 New
MCM
471
MV Capital Management
Maryland
$66 +$66 +1 New
LFG
472
Larson Financial Group
Missouri
$65 – – –
DWM
473
Dogwood Wealth Management
Kansas
$1 -$1 – –
AIG
474
American International Group
New York
– -$15.9M -247,193 Closed
EAM
475
EULAV Asset Management
Florida
– -$11.1M -172,300 Closed
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19
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