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Equity Lifestyle Properties

528 hedge funds and large institutions have $12.3B invested in Equity Lifestyle Properties in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $60K

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

15% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 186

6% more funds holding

Funds holding: 500528 (+28)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $12.7B → $12.3B (-$389M)

3.26% less ownership

Funds ownership: 99.85%96.59% (-3.3%)

Holders
528
Holders Change
+28
Holders Change %
+5.6%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
73
Increased
213
Reduced
186
Closed
44
Calls
$1.17M
Puts
$60K
Net Calls
+$1.11M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
451
Capital Analysts LLC
Pennsylvania
$41K +$134 +2 +0.3%
VSQM
452
V-Square Quantitative Management
Illinois
$40.9K
HNB
453
Huntington National Bank
Ohio
$38.7K -$3.87K -58 -9%
Bessemer Group
454
Bessemer Group
New Jersey
$35K +$9.35K +140 +37%
SAM
455
Smartleaf Asset Management
Massachusetts
$34.5K +$10.7K +160 +45%
BIG
456
Brooklyn Investment Group
New York
$29.4K +$25.6K +384 +674%
WAG
457
Wiser Advisor Group
Arizona
$27.5K +$200 +3 +0.7%
C
458
Covestor
United Kingdom
$23K +$467 +7 +2%
RA
459
Rise Advisors
New York
$20.9K -$7.95K -119 -28%
HFS
460
Hantz Financial Services
Michigan
$20K +$10.1K +152 +100%
TWC
461
TD Waterhouse Canada
Ontario, Canada
$18.5K +$15.2K +228 +456%
MG
462
Mather Group
Illinois
$18.2K -$67 -1 -0.4%
POIA
463
Pin Oak Investment Advisors
Texas
$18K
AF
464
Allworth Financial
California
$13.8K -$3.14K -47 -18%
RTC
465
Riverview Trust Company
Washington
$13.4K
QC
466
Quent Capital
New York
$13.4K -$801 -12 -6%
CAM
467
Costello Asset Management
Pennsylvania
$13.3K +$13.4K +200 New
Lazard Asset Management
468
Lazard Asset Management
New York
$12K -$1K -15 -8%
N
469
Natixis
France
$11.3K -$2.3M -34,438 -100%
CFD
470
Creative Financial Designs
Indiana
$10.1K -$1.47K -22 -13%
Jones Financial Companies
471
Jones Financial Companies
Missouri
$9.89K +$6.61K +99 +198%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$8.87K +$4.21K +63 +90%
BGAI
473
Bruce G. Allen Investments
Colorado
$7.67K
Optiver Holding
474
Optiver Holding
Netherlands
$7.07K +$7.08K +106 New
MWA
475
Medallion Wealth Advisors
Connecticut
$6.12K +$6.14K +92 New

ELS Hedge Fund Activity: Q1 2025 in Review

528 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2025, worth a combined $12.3B — down 3.1% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ELS positions and 44 closed out — a net gain of 29 holders — while 213 added to existing stakes and 186 trimmed.

The largest buyer was State Street, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $376M.

  • 528 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2025, up from 500 in Q4 2024.
  • Funds reported $12.3B of Equity Lifestyle Properties stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 73 funds opened new Equity Lifestyle Properties positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2025 was State Street, an estimated $177M added.
  • The largest Equity Lifestyle Properties seller in Q1 2025 was Cohen & Steers, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.