ELS icon

Equity Lifestyle Properties
ELS

Overview Fund Activity

495 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
172
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$404M
2
Invesco
2
Invesco
Georgia
$261M
3
BlackRock
3
BlackRock
New York
$1.71B
4
UBS Group
4
UBS Group
Switzerland
$99.5M
5
Northern Trust
5
Northern Trust
Illinois
$162M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
451
Brooklyn Investment Group
New York
$3.73K +$196 +3 +6%
Jones Financial Companies
452
Jones Financial Companies
Missouri
$3.33K – – –
TWC
453
TD Waterhouse Canada
Ontario, Canada
$3.33K +$2.8K +42 +525%
IA
454
IFP Advisors
Florida
$3.26K +$533 +8 +20%
HWM
455
Hemington Wealth Management
Virginia
$3K – – –
LFA
456
LGT Financial Advisors
Texas
$2.93K -$4.53K -68 -61%
SSB
457
Sandy Spring Bank
Maryland
$2.86K +$2.86K +43 New
CB
458
CNB Bank
Pennsylvania
$2.73K – – –
PFBT
459
Parkside Financial Bank & Trust
Missouri
$2.6K +$1.53K +23 +144%
SIM
460
Synergy Investment Management
Florida
$2.4K +$2.4K +36 New
HCP
461
Hexagon Capital Partners
Arkansas
$2.4K +$2.4K +36 New
AF
462
Advisornet Financial
Minnesota
$2.2K -$1.8K -27 -45%
GFL
463
Granite FO LLC
New Hampshire
$2.13K – – –
HBW
464
Hazlett, Burt & Watson
West Virginia
$2K – – –
BBHC
465
Brown Brothers Harriman & Co
New York
$2K +$2K +30 New
BA
466
Bellwether Advisors
Nebraska
$2K +$2K +30 New
BIA
467
Bell Investment Advisors
California
$1.87K – – –
FHA
468
First Horizon Advisors
Tennessee
$1.73K – – –
HI
469
Horizon Investments
North Carolina
$1.67K +$1.67K +25 New
BCWM
470
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
S
471
Sachetta
Massachusetts
$1.2K – – –
FMP
472
Financial Management Professionals
Texas
$1.13K – – –
PIM
473
Plato Investment Management
Australia
$1.07K – – –
NC
474
NewSquare Capital
Pennsylvania
$1.07K +$1.07K +16 New
CAL
475
Capital Advisors Ltd
Ohio
$1K – – –
17 18
19
20 21