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Equity Lifestyle Properties

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.08% less ownership

Funds ownership: 93.92%93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$82.7M +$1.22M +17,993 +1%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$82.4M -$3.83M -56,442 -4%
ZP
28
Zimmer Partners
New York
$72.1M -$30.6M -450,500 -30%
Bank of America
29
Bank of America
North Carolina
$71.5M +$8.95M +131,841 +14%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$70.5M -$744K -10,965 -1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$67M -$11.3M -166,598 -14%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$64.5M +$11.5M +169,921 +21%
Franklin Resources
33
Franklin Resources
California
$62.2M +$9.84M +145,015 +19%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$58.9M -$167K -2,461 -0.3%
SEI Investments
35
SEI Investments
Pennsylvania
$58.3M +$15.5M +228,673 +36%
LIMS
36
Lasalle Investment Management Securities
Maryland
$53.7M -$4.33M -63,732 -7%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$53.6M -$2.41M -35,433 -4%
ACM
38
Adelante Capital Management
California
$50.6M -$5.07M -74,733 -9%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$47.7M +$2.66M +39,221 +6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$47.1M -$1.13M -16,700 -2%
Macquarie Group
41
Macquarie Group
Australia
$45.6M -$754K -11,108 -2%
Ameriprise
42
Ameriprise
Minnesota
$45.1M +$7.21M +106,167 +19%
Prudential Financial
43
Prudential Financial
New Jersey
$44.4M -$1.91M -28,155 -4%
Allianz Asset Management
44
Allianz Asset Management
Germany
$40.4M -$9.91M -146,016 -20%
AAMU
45
APG Asset Management US
New York
$40M -$3.15M -46,392 -7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$38.6M -$2.39M -35,157 -6%
GLA
47
Great Lakes Advisors
Illinois
$37.1M +$19.7M +290,806 +111%
William Blair Investment Management
48
William Blair Investment Management
Illinois
$35.7M +$9.81M +144,515 +37%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$35.5M +$208K +3,071 +0.6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$34.6M +$2.82M +41,549 +9%