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Equity Lifestyle Properties
ELS

Overview Fund Activity

425 hedge funds and large institutions have $12.2B invested in Equity Lifestyle Properties in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+11
Holders Change %
+2.66%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
181
Reduced
126
Closed
52
Calls
$1.13M
Puts
$433K
Net Calls
+$701K
Net Calls Change
-$796K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$954M
3
State Street
3
State Street
Massachusetts
$688M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$735M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$123M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$307M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$586M
3
Invesco
3
Invesco
Georgia
$85.1M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$460K
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$83.8M +$21.7M +340,594 +35%
UBS AM
27
UBS AM
Illinois
$80.7M +$2.25M +35,261 +3%
Boston Partners
28
Boston Partners
Massachusetts
$78.2M -$25.9M -406,874 -25%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$70.3M +$8.43M +132,370 +14%
Franklin Resources
30
Franklin Resources
California
$56.2M -$4.28M -67,236 -7%
Macquarie Group
31
Macquarie Group
Australia
$49.6M -$1.29M -20,299 -3%
Ameriprise
32
Ameriprise
Minnesota
$48.3M +$7.63M +119,806 +19%
HRES
33
Heitman Real Estate Securities
Illinois
$46.8M +$46.8M +734,031 New
SEI Investments
34
SEI Investments
Pennsylvania
$46.3M -$6.16M -96,634 -12%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$45.9M -$14.5M -227,983 -24%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$44.9M -$10.4M -163,168 -19%
William Blair Investment Management
37
William Blair Investment Management
Illinois
$44.1M +$4.36M +68,365 +11%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$42.6M +$5.11M +80,225 +14%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$40.3M -$34.6M -542,706 -46%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$38M +$19.8M +310,996 +109%
GLA
41
Great Lakes Advisors
Illinois
$37.6M -$505K -7,919 -1%
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$36.8M +$2.55M +40,071 +7%
Swiss National Bank
43
Swiss National Bank
Switzerland
$36.3M -$4.44M -69,700 -11%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$36.1M +$249K +3,710 +0.7%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$35.4M -$9.17M -143,995 -21%
ACM
46
Adelante Capital Management
California
$35.3M -$10M -157,500 -22%
Aberdeen Group
47
Aberdeen Group
United Kingdom
$32.7M +$1.91M +29,975 +6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$30.8M -$1.94M -30,526 -6%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$30M +$1.35M +21,257 +5%
AllianceBernstein
50
AllianceBernstein
Tennessee
$29.4M +$11.6M +181,825 +65%
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