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Equity Lifestyle Properties
ELS

Overview Fund Activity

510 hedge funds and large institutions have $11.6B invested in Equity Lifestyle Properties in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 219 increasing their positions, 167 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
-11
Holders Change %
-2.11%
% of All Funds
6.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
65
Increased
219
Reduced
167
Closed
69
Calls
$314K
Puts
$382K
Net Calls
-$68K
Net Calls Change
-$1.18M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$103M
2
UBS Group
UBS Group
Switzerland
+$66.8M
3
Bank of America
Bank of America
North Carolina
+$47.9M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$44.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$44.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$57.9M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$48.5M
3
Invesco
Invesco
Georgia
-$42.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.5M
5
RC
Resolution Capital
Australia
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
Ancora Advisors
Ohio
$1.97K +$1.97K +32 New
BA
477
Bellwether Advisors
Nebraska
$1.85K – – –
BBHC
478
Brown Brothers Harriman & Co
New York
$1.79K +$1.79K +29 New
S
479
Sachetta
Massachusetts
$1.73K +$617 +10 +56%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$1.48K -$247 -4 -14%
NC
481
NewSquare Capital
Pennsylvania
$1.48K – – –
CH
482
Cromwell Holdings
Wyoming
$1.37K +$1.37K +22 New
TSMHT
483
Thurston Springer Miller Herd & Titak
Indiana
$1.29K – – –
FMP
484
Financial Management Professionals
Texas
$1.06K – – –
PIM
485
Plato Investment Management
Australia
$1.05K +$61 +1 +6%
HWM
486
Hemington Wealth Management
Virginia
$1K -$774 -24 -44%
FHA
487
First Horizon Advisors
Tennessee
$987 -$617 -10 -38%
M
488
MOTCO
Texas
$959 – – –
TCA
489
Trifecta Capital Advisors
Illinois
$926 +$926 +15 New
IWP
490
IAG Wealth Partners
Wisconsin
$925 – – –
PWM
491
Proathlete Wealth Management
Florida
$801 +$801 +13 New
CPG
492
Cornerstone Planning Group
New Jersey
$745 +$248 +4 +50%
HI
493
Harbour Investments
Wisconsin
$678 +$123 +2 +22%
TIM
494
Tortoise Investment Management
New York
$617 +$617 +10 New
PWA
495
Physician Wealth Advisors
Utah
$617 +$617 +10 New
NA
496
NewEdge Advisors
Louisiana
$555 – – –
RWM
497
Rialto Wealth Management
New York
$494 +$62 +1 +14%
AGWCA
498
Annis Gardner Whiting Capital Advisors
Florida
$494 +$494 +8 New
HFS
499
Hughes Financial Services
Virginia
$491 +$491 +8 New
PWA
500
Principia Wealth Advisory
Texas
$432 +$370 +6 +600%
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