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Equity Lifestyle Properties

500 hedge funds and large institutions have $12.9B invested in Equity Lifestyle Properties in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 173 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,825% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $830K

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

7.62% more ownership

Funds ownership: 101.72%109.35% (+7.6%)

7% more capital invested

Capital invested by funds: $12B → $12.9B (+$883M)

1% more funds holding

Funds holding: 495500 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 190

Holders
500
Holders Change
+5
Holders Change %
+1.01%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
173
Reduced
190
Closed
56
Calls
$24.3M
Puts
$830K
Net Calls
+$23.4M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
476
Avion Wealth
Texas
$1K -$494 -8 -20%
WCM
477
Winthrop Capital Management
Indiana
$1K +$1.3K +21 New
CI
478
CX Institutional
Indiana
$1K +$1.48K +24 New
BWL
479
Bogart Wealth LLC
Virginia
$970
M
480
MOTCO
Texas
$970
RWM
481
Rialto Wealth Management
New York
$970
IWP
482
IAG Wealth Partners
Wisconsin
$909
AIS
483
Advocate Investing Services
Maryland
$849 +$865 +14 New
TSMHT
484
Thurston Springer Miller Herd & Titak
Indiana
$848
RFP
485
Root Financial Partners
California
$788 +$185 +3 +30%
TFA
486
Transamerica Financial Advisors
Florida
$734 +$247 +4 +50%
FMP
487
Financial Management Professionals
Texas
$672 +$680 +11 New
TAM
488
Tucker Asset Management
Colorado
$606 +$618 +10 New
DF
489
Dunhill Financial
United Kingdom
$598 +$618 +10 New
NA
490
NewEdge Advisors
Louisiana
$545
NA
491
Networth Advisors
Pennsylvania
$545 +$556 +9 New
CFO
492
CVA Family Office
Colorado
$485 -$494 -8 -50%
EW
493
Elyxium Wealth
California
$364 +$371 +6 New
QWM
494
Quaker Wealth Management
New Jersey
$243
ACA
495
American Capital Advisory
Idaho
$122
MCM
496
MV Capital Management
Maryland
$122 +$124 +2 New
GEA
497
Glen Eagle Advisors
New Jersey
$121
HFS
498
Hughes Financial Services
Virginia
$61 -$2.9K -47 -98%
EB
499
Eastern Bank
Massachusetts
$61 +$62 +1 New
RCM
500
Raleigh Capital Management
North Carolina
$50