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Equity Lifestyle Properties
ELS

Overview Fund Activity

495 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
172
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$404M
2
Invesco
2
Invesco
Georgia
$261M
3
BlackRock
3
BlackRock
New York
$1.71B
4
UBS Group
4
UBS Group
Switzerland
$99.5M
5
Northern Trust
5
Northern Trust
Illinois
$162M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
476
Avion Wealth
Texas
$1K +$652 +15 +188%
IWP
477
IAG Wealth Partners
Wisconsin
$999 – – –
RCM
478
Raleigh Capital Management
North Carolina
$999 – – –
TSMHT
479
Thurston Springer Miller Herd & Titak
Indiana
$932 -$4.33K -65 -82%
OC
480
Oakworth Capital
Alabama
$932 -$4.13K -62 -82%
DF
481
Dunhill Financial
United Kingdom
$775 – – –
TAM
482
Tucker Asset Management
Colorado
$733 – – –
LFG
483
Larson Financial Group
Missouri
$666 +$599 +9 +900%
HWA
484
HHM Wealth Advisors
Tennessee
$666 +$666 +10 New
HI
485
Harbour Investments
Wisconsin
$466 – – –
MCM
486
MV Capital Management
Maryland
$400 -$867 -13 -68%
WCM
487
WealthTrak Capital Management
Virginia
$333 +$333 +5 New
NS
488
NBC Securities
Alabama
$297 -$328K -4,413 -100%
CPG
489
Cornerstone Planning Group
New Jersey
$277 – – –
PWA
490
Principia Wealth Advisory
Texas
$266 +$266 +4 New
WW
491
Winnow Wealth
Texas
$207 +$207 +4 New
GEA
492
Glen Eagle Advisors
New Jersey
$133 – – –
HNW
493
High Note Wealth
Minnesota
$133 +$133 +2 New
CAS
494
Coppell Advisory Solutions
Texas
$132 – – –
AWM
495
Activest Wealth Management
Florida
$67 +$67 +1 New
Point72 Asset Management
496
Point72 Asset Management
Connecticut
– -$14.3M -200,000 Closed
BC
497
Brookfield Corp
Ontario, Canada
– -$12.9M -181,371 Closed
MNA
498
Manning & Napier Advisors
New York
– -$10.3M -143,878 Closed
LIP
499
Lighthouse Investment Partners
Florida
– -$9.99M -140,000 Closed
JAM
500
Jupiter Asset Management
United Kingdom
– -$9.3M -130,339 Closed
18 19
20
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