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Equity Lifestyle Properties

486 hedge funds and large institutions have $13.1B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,743% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $42K

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $11.5B → $13.1B (+$1.63B)

4.01% more ownership

Funds ownership: 94.66%98.67% (+4%)

2% more funds holding

Funds holding: 475486 (+11)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
486
Holders Change
+11
Holders Change %
+2.32%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
54
Increased
192
Reduced
177
Closed
41
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$116M +$97.6M +1,391,846 +592%
Bank of America
27
Bank of America
North Carolina
$114M +$13M +184,980 +13%
Goldman Sachs
28
Goldman Sachs
New York
$105M +$1.86M +26,488 +2%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$105M
Morgan Stanley
30
Morgan Stanley
New York
$103M +$7.52M +107,224 +8%
SEI Investments
31
SEI Investments
Pennsylvania
$87.2M +$29.1M +414,905 +51%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$87.2M -$716K -10,210 -0.8%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$85.4M +$55.9M +797,664 +199%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$67.6M +$24.5M +349,436 +58%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$57.6M -$1.01M -14,348 -2%
Ameriprise
36
Ameriprise
Minnesota
$57.4M -$6.77M -96,581 -11%
Franklin Resources
37
Franklin Resources
California
$55M +$4.15M +59,243 +8%
CG
38
Caprock Group
Idaho
$54.9M +$53.6M +763,960 New
QCM
39
Quantinno Capital Management
New York
$50.9M +$49.7M +708,925 +14,049%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$50.2M -$27.5M -392,624 -36%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$49.1M +$10.6M +151,273 +28%
ClearBridge Investments
42
ClearBridge Investments
New York
$48M +$18.1M +257,497 +62%
UBS Group
43
UBS Group
Switzerland
$46.9M +$16.3M +232,679 +55%
HRES
44
Heitman Real Estate Securities
Illinois
$46.3M +$10.3M +147,090 +29%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$45M +$28.2M +402,230 +176%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$41.7M +$18.5M +264,407 +83%
William Blair Investment Management
47
William Blair Investment Management
Illinois
$41M -$41.3K -589 -0.1%
Invesco
48
Invesco
Georgia
$40.4M -$2.8M -39,888 -7%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$39.7M -$473K -6,746 -1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$39.3M -$419K -5,974 -1%