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Equity Lifestyle Properties
ELS

Overview Fund Activity

506 hedge funds and large institutions have $11.6B invested in Equity Lifestyle Properties in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 166 reducing their positions, and 69 closing their positions.

Holders
506
Holders Change
-15
Holders Change %
-2.88%
% of All Funds
6.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
64
Increased
217
Reduced
166
Closed
69
Calls
$314K
Puts
$24K
Net Calls
+$290K
Net Calls Change
-$817K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$165M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$109M
3
UBS Group
3
UBS Group
Switzerland
$99.2M
4
Bank of America
4
Bank of America
North Carolina
$137M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$50.8M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$23.4M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$28.6M
3
Invesco
3
Invesco
Georgia
$169M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.44M
5
RC
5
Resolution Capital
Australia
$99.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$1.48K 24 -4 -14%
NC
477
NewSquare Capital
Pennsylvania
$1.48K 24 – –
CH
478
Cromwell Holdings
Wyoming
$1.37K 22 +22 New
TSMHT
479
Thurston Springer Miller Herd & Titak
Indiana
$1.29K 21 – –
FMP
480
Financial Management Professionals
Texas
$1.06K 17 – –
PIM
481
Plato Investment Management
Australia
$1.05K 17 +1 +6%
HWM
482
Hemington Wealth Management
Virginia
$1K 31 -24 -44%
FHA
483
First Horizon Advisors
Tennessee
$987 16 -10 -38%
M
484
MOTCO
Texas
$959 16 – –
TCA
485
Trifecta Capital Advisors
Illinois
$926 15 +15 New
IWP
486
IAG Wealth Partners
Wisconsin
$925 15 – –
PWM
487
Proathlete Wealth Management
Florida
$801 13 +13 New
CPG
488
Cornerstone Planning Group
New Jersey
$745 12 +4 +50%
HI
489
Harbour Investments
Wisconsin
$678 11 +2 +22%
PWA
490
Physician Wealth Advisors
Utah
$617 10 +10 New
TIM
491
Tortoise Investment Management
New York
$617 10 +10 New
NA
492
NewEdge Advisors
Louisiana
$555 9 – –
RWM
493
Rialto Wealth Management
New York
$494 8 +1 +14%
AGWCA
494
Annis Gardner Whiting Capital Advisors
Florida
$494 8 +8 New
HFS
495
Hughes Financial Services
Virginia
$491 8 +8 New
PWA
496
Principia Wealth Advisory
Texas
$432 7 +6 +600%
RCM
497
Raleigh Capital Management
North Carolina
$432 7 +7 New
SC
498
SouthState Corp
Florida
$309 5 -5 -50%
ACA
499
American Capital Advisory
Idaho
$309 5 +1 +25%
WCM
500
WealthTrak Capital Management
Virginia
$309 5 +5 New
18 19
20
21 22