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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
476
Portside Wealth Group
Utah
– -$204K -3,243 Closed
BCV
477
Banque Cantonale Vaudoise
Switzerland
– -$174K -2,734 Closed
CMBA
478
C.M. Bidwell & Associates
Hawaii
– -$130K -2,034 Closed
AP
479
Arlington Partners
Alabama
– -$92.6K -1,454 Closed
AT
480
Arlington Trust
Alabama
– -$92.6K -1,454 Closed
RCM
481
Raleigh Capital Management
North Carolina
– -$37.3K -585 Closed
HWA
482
Heritage Wealth Advisors
Virginia
– -$20.7K -324 Closed
RTC
483
Riverview Trust Company
Washington
– -$12.8K -201 Closed
EARNEST Partners
484
EARNEST Partners
Georgia
– -$9.68K -152 Closed
PO
485
Private Ocean
California
– -$7.64K -120 Closed
AWM
486
Avior Wealth Management
Nebraska
– -$5.8K -91 Closed
SOW
487
State of Wyoming
Wyoming
– -$5.8K -91 Closed
VAG
488
VisionPoint Advisory Group
Texas
– -$4.59K -72 Closed
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.56K -71 Closed
BAAM
490
Baker Avenue Asset Management
California
– -$3.76K -59 Closed
SS
491
Sunbelt Securities
Texas
– -$1.21K -19 Closed
CT
492
Cambridge Trust
Massachusetts
– -$701 -11 Closed
VNA
493
Valley National Advisers
Pennsylvania
– -$1K -10 Closed
CA
494
Crewe Advisors
Utah
– -$255 -4 Closed
AssetMark Inc
495
AssetMark Inc
California
– -$191 -3 Closed
SSG
496
Summit Securities Group
New York
– +$68 +1 New
16 17 18 19
20

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.