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Equity Lifestyle Properties

499 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $746K | Put options by funds: $420K

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 173

3% more funds holding

Funds holding: 486499 (+13)

1.18% more ownership

Funds ownership: 98.67%99.85% (+1.2%)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$417M)

Holders
499
Holders Change
+13
Holders Change %
+2.67%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
69
Increased
192
Reduced
173
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
476
Financial Management Professionals
Texas
$1.13K
PIM
477
Plato Investment Management
Australia
$1.07K
NC
478
NewSquare Capital
Pennsylvania
$1.07K +$1.11K +16 New
CAL
479
Capital Advisors Ltd
Ohio
$1K
AW
480
Avion Wealth
Texas
$1K +$1.04K +15 +188%
IWP
481
IAG Wealth Partners
Wisconsin
$999
RCM
482
Raleigh Capital Management
North Carolina
$999
TSMHT
483
Thurston Springer Miller Herd & Titak
Indiana
$932 -$4.51K -65 -82%
OC
484
Oakworth Capital
Alabama
$932 -$4.3K -62 -82%
DF
485
Dunhill Financial
United Kingdom
$775
TAM
486
Tucker Asset Management
Colorado
$733
LFG
487
Larson Financial Group
Missouri
$666 +$624 +9 +900%
HWA
488
HHM Wealth Advisors
Tennessee
$666 +$693 +10 New
HI
489
Harbour Investments
Wisconsin
$466
MCM
490
MV Capital Management
Maryland
$400 -$901 -13 -68%
WCM
491
WealthTrak Capital Management
Virginia
$333 +$347 +5 New
NS
492
NBC Securities
Alabama
$297 -$306K -4,413 -100%
CPG
493
Cornerstone Planning Group
New Jersey
$277
PWA
494
Principia Wealth Advisory
Texas
$266 +$277 +4 New
WW
495
Winnow Wealth
Texas
$207 +$277 +4 New
GEA
496
Glen Eagle Advisors
New Jersey
$133
HNW
497
High Note Wealth
Minnesota
$133 +$139 +2 New
CAS
498
Coppell Advisory Solutions
Texas
$132
AWM
499
Activest Wealth Management
Florida
$67 +$69 +1 New
Point72 Asset Management
500
Point72 Asset Management
Connecticut
-$14.3M -200,000 Closed