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Equity Lifestyle Properties
ELS

Overview Fund Activity

482 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
190
Reduced
176
Closed
42
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$536M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$166M
3
Deutsche Bank
3
Deutsche Bank
Germany
$160M
4
UBS AM
4
UBS AM
Illinois
$116M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$159M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$531M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$1.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$198M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
451
EverSource Wealth Advisors
Alabama
$3.92K +$3.35K +47 +588%
BIG
452
Brooklyn Investment Group
New York
$3.85K +$3.85K +54 New
Jones Financial Companies
453
Jones Financial Companies
Missouri
$3.54K +$3.54K +50 New
AIM
454
Aurora Investment Managers
Florida
$3.42K +$654 +9,166 +24%
HWM
455
Hemington Wealth Management
Virginia
$3K +$3K +56 New
IA
456
IFP Advisors
Florida
$2.93K – – –
CB
457
CNB Bank
Pennsylvania
$2.93K – – –
GFL
458
Granite FO LLC
New Hampshire
$2.28K +$2.28K +32 New
CWC
459
Carolinas Wealth Consulting
North Carolina
$2.11K -$70 -1 -3%
HBW
460
Hazlett, Burt & Watson
West Virginia
$2K – – –
BIA
461
Bell Investment Advisors
California
$2K – – –
CFB
462
Cullen/Frost Bankers
Texas
$1.86K – – –
FHA
463
First Horizon Advisors
Tennessee
$1.86K – – –
BCWM
464
Bartlett & Co Wealth Management
Ohio
$1.58K +$1.58K +22 New
MCM
465
MV Capital Management
Maryland
$1.36K +$1.29K +18 +1,800%
S
466
Sachetta
Massachusetts
$1.29K – – –
PFBT
467
Parkside Financial Bank & Trust
Missouri
$1.14K – – –
PIM
468
Plato Investment Management
Australia
$1.14K – – –
IWP
469
IAG Wealth Partners
Wisconsin
$1.07K – – –
RCM
470
Raleigh Capital Management
North Carolina
$1.07K – – –
TWC
471
TD Waterhouse Canada
Ontario, Canada
$1.05K +$1.05K +8 New
FMP
472
Financial Management Professionals
Texas
$1K – – –
CAL
473
Capital Advisors Ltd
Ohio
$1K – – –
A
474
AlphaQuest
New York
$856 -$1.57M -22,067 -100%
DF
475
Dunhill Financial
United Kingdom
$830 +$830 +12 New
17 18
19
20 21