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Equity Lifestyle Properties

495 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 188 increasing their positions, 180 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,850% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $400K

3.08% more ownership

Funds ownership: 98.64%101.72% (+3.1%)

4% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 180

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$329M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less funds holding

Funds holding: 517495 (-22)

23% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 75

Holders
495
Holders Change
-22
Holders Change %
-4.26%
% of All Funds
6.5%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
58
Increased
188
Reduced
180
Closed
75
Calls
$11.8M
Puts
$400K
Net Calls
+$11.4M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
SouthState Corp
Florida
$2.55K +$2.25K +37 +740%
DWM
452
Dogwood Wealth Management
Kansas
$2.55K -$13.2K -218 -84%
CB
453
CNB Bank
Pennsylvania
$2.49K
HI
454
Harbour Investments
Wisconsin
$2.49K +$1.82K +30 +273%
BIA
455
Bell Investment Advisors
California
$2.13K -$546 -9 -20%
AF
456
Advisornet Financial
Minnesota
$2.06K -$243 -4 -11%
AW
457
Avion Wealth
Texas
$2K -$486 -8 -17%
T. Rowe Price Investment Management
458
T. Rowe Price Investment Management
Maryland
$2K +$1.64K +27 New
CIA
459
Cape Investment Advisory
Georgia
$1.94K +$1.94K +32 New
AA
460
Ancora Advisors
Ohio
$1.94K
GFL
461
Granite FO LLC
New Hampshire
$1.94K
PFBT
462
Parkside Financial Bank & Trust
Missouri
$1.88K +$425 +7 +29%
ASN
463
Advisory Services Network
Georgia
$1.82K +$1.82K +30 New
RIL
464
Rothschild Investment LLC
Illinois
$1.7K -$1.64K -27 -49%
FHC
465
First Horizon Corporation
Tennessee
$1.58K +$1.58K +26 New
PWA
466
Physician Wealth Advisors
Utah
$1.52K +$911 +15 +150%
KFP
467
Kerr Financial Planning
California
$1.49K +$1.46K +24 New
PWA
468
Principia Wealth Advisory
Texas
$1.4K +$971 +16 +229%
CH
469
Cromwell Holdings
Wyoming
$1.35K
RF
470
Rossby Financial
Florida
$1.34K +$1.34K +22 New
FFO
471
Fortitude Family Office
Arizona
$1.33K -$5.71K -94 -81%
TFM
472
TFC Financial Management
Massachusetts
$1.3K +$1.27K +21 New
HWA
473
Heartwood Wealth Advisors
Virginia
$1.15K +$1.15K +19 New
AAS
474
Ameritas Advisory Services
Nebraska
$1.03K -$1.76K -29 -63%
PIM
475
Plato Investment Management
Australia
$1.02K

ELS Hedge Fund Activity: Q3 2025 in Review

495 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2025, worth a combined $12B — up 2.8% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ELS and 58 opened new positions — a net loss of 17 holders — while 180 trimmed existing stakes and 188 added.

The largest buyer was Cohen & Steers, adding an estimated $446M. The largest seller was Invesco, cutting an estimated $121M.

  • 495 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $12B of Equity Lifestyle Properties stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 58 funds opened new Equity Lifestyle Properties positions in Q3 2025 and 75 closed out, a net change of -17 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2025 was Cohen & Steers, an estimated $446M added.
  • The largest Equity Lifestyle Properties seller in Q3 2025 was Invesco, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2025.