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Equity Lifestyle Properties
ELS

Overview Fund Activity

481 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 42 closing their positions.

Holders
481
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
190
Reduced
175
Closed
42
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$536M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$166M
3
Deutsche Bank
3
Deutsche Bank
Germany
$160M
4
UBS AM
4
UBS AM
Illinois
$116M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$159M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$531M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$1.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$198M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$114M +$13.2M +184,980 +13%
Goldman Sachs
27
Goldman Sachs
New York
$105M +$1.89M +26,488 +2%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$105M – – –
Morgan Stanley
29
Morgan Stanley
New York
$103M +$7.65M +107,224 +8%
SEI Investments
30
SEI Investments
Pennsylvania
$87.2M +$29.6M +414,905 +51%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$87.2M -$728K -10,210 -0.8%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$85.4M +$56.9M +797,664 +199%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$67.6M +$24.9M +349,436 +58%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$57.6M -$1.02M -14,348 -2%
Ameriprise
35
Ameriprise
Minnesota
$57.4M -$6.92M -96,581 -11%
Franklin Resources
36
Franklin Resources
California
$55M +$4.03M +59,243 +8%
CG
37
Caprock Group
Idaho
$54.9M +$54.9M +763,960 New
QCM
38
Quantinno Capital Management
New York
$50.9M +$50.6M +708,925 +14,049%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$50.2M -$28M -392,624 -36%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$49.1M +$10.7M +151,273 +28%
ClearBridge Investments
41
ClearBridge Investments
New York
$48M +$18.4M +257,497 +62%
UBS Group
42
UBS Group
Switzerland
$46.9M +$16.6M +232,679 +55%
HRES
43
Heitman Real Estate Securities
Illinois
$46.3M +$10.5M +147,090 +29%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$45M +$28.7M +402,230 +176%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$41.7M +$18.9M +264,407 +83%
William Blair Investment Management
46
William Blair Investment Management
Illinois
$41M -$42K -589 -0.1%
Invesco
47
Invesco
Georgia
$40.4M -$2.85M -39,888 -7%
T. Rowe Price Investment Management
48
T. Rowe Price Investment Management
Maryland
$39.7M -$481K -6,746 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$39.3M -$426K -5,974 -1%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$39M -$2.37M -33,263 -6%
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