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Equity Lifestyle Properties

475 hedge funds and large institutions have $11.5B invested in Equity Lifestyle Properties in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

4% more funds holding

Funds holding: 458475 (+17)

0% more capital invested

Capital invested by funds: $11.5B → $11.5B (+$21.3M)

0.85% less ownership

Funds ownership: 95.5%94.66% (-0.85%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

91% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $11.5M

Holders
475
Holders Change
+17
Holders Change %
+3.71%
% of All Funds
6.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
166
Reduced
187
Closed
48
Calls
$1.03M
Puts
$11.5M
Net Calls
-$10.4M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
451
Tortoise Investment Management
New York
$2.28K
1832 Asset Management
452
1832 Asset Management
Ontario, Canada
$2.21K
EC
453
EdgeRock Capital
Colorado
$2.21K +$2.13K +34 New
HBW
454
Hazlett, Burt & Watson
West Virginia
$2K +$63 +1 +4%
CWC
455
Carolinas Wealth Consulting
North Carolina
$1.99K +$251 +4 +15%
BIA
456
Bell Investment Advisors
California
$1.82K
FHA
457
First Horizon Advisors
Tennessee
$1.69K
CFB
458
Cullen/Frost Bankers
Texas
$1.69K +$1.63K +26 New
S
459
Sachetta
Massachusetts
$1.23K +$1.13K +18 New
PFBT
460
Parkside Financial Bank & Trust
Missouri
$1.04K +$502 +8 +100%
PIM
461
Plato Investment Management
Australia
$1.04K
CAL
462
Capital Advisors Ltd
Ohio
$1K -$1.25K -20 -63%
FMP
463
Financial Management Professionals
Texas
$1K
RCM
464
Raleigh Capital Management
North Carolina
$977 -$314 -5 -25%
IWP
465
IAG Wealth Partners
Wisconsin
$977
OWA
466
Opal Wealth Advisors
New York
$782 +$753 +12 New
TAM
467
Tucker Asset Management
Colorado
$716 +$690 +11 New
RIL
468
Rothschild Investment LLC
Illinois
$651 +$627 +10 New
EWA
469
EverSource Wealth Advisors
Alabama
$549
CPG
470
Cornerstone Planning Group
New Jersey
$283 +$251 +4 New
GEA
471
Glen Eagle Advisors
New Jersey
$130
CAS
472
Coppell Advisory Solutions
Texas
$130 +$125 +2 New
MCM
473
MV Capital Management
Maryland
$66 +$63 +1 New
LFG
474
Larson Financial Group
Missouri
$65
DWM
475
Dogwood Wealth Management
Kansas
$1