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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
CPA
451
Capital Performance Advisors
California
$4.64K +$4.56K +65 New
AF
452
Advisornet Financial
Minnesota
$4.28K +$280 +4 +7%
TWD
453
True Wealth Design
Ohio
$4.07K +$4K +57 New
ACM
454
Anfield Capital Management
California
$4.07K -$4.07K -58 -50%
EWA
455
EverSource Wealth Advisors
Alabama
$3.92K +$3.29K +47 +588%
BIG
456
Brooklyn Investment Group
New York
$3.85K +$3.79K +54 New
Jones Financial Companies
457
Jones Financial Companies
Missouri
$3.54K +$3.51K +50 New
AIM
458
Aurora Investment Managers
Florida
$3.42K +$643K +9,166 +24%
HWM
459
Hemington Wealth Management
Virginia
$3K +$3.93K +56 New
CB
460
CNB Bank
Pennsylvania
$2.92K
IA
461
IFP Advisors
Florida
$2.92K
GFL
462
Granite FO LLC
New Hampshire
$2.28K +$2.24K +32 New
CWC
463
Carolinas Wealth Consulting
North Carolina
$2.11K -$70 -1 -3%
HBW
464
Hazlett, Burt & Watson
West Virginia
$2K
BIA
465
Bell Investment Advisors
California
$2K
CFB
466
Cullen/Frost Bankers
Texas
$1.85K
FHA
467
First Horizon Advisors
Tennessee
$1.85K
BCWM
468
Bartlett & Co Wealth Management
Ohio
$1.58K +$1.54K +22 New
MCM
469
MV Capital Management
Maryland
$1.36K +$1.26K +18 +1,800%
S
470
Sachetta
Massachusetts
$1.28K
PFBT
471
Parkside Financial Bank & Trust
Missouri
$1.14K
PIM
472
Plato Investment Management
Australia
$1.14K
IWP
473
IAG Wealth Partners
Wisconsin
$1.07K
RCM
474
Raleigh Capital Management
North Carolina
$1.07K
TWC
475
TD Waterhouse Canada
Ontario, Canada
$1.05K +$561 +8 New

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.