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Equity Lifestyle Properties

528 hedge funds and large institutions have $12.3B invested in Equity Lifestyle Properties in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $60K

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

15% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 186

6% more funds holding

Funds holding: 500528 (+28)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $12.7B → $12.3B (-$389M)

3.26% less ownership

Funds ownership: 99.85%96.59% (-3.3%)

Holders
528
Holders Change
+28
Holders Change %
+5.6%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
73
Increased
213
Reduced
186
Closed
44
Calls
$1.17M
Puts
$60K
Net Calls
+$1.11M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$1.73K -$2.74K -41 -59%
HI
502
Horizon Investments
North Carolina
$1.67K
NC
503
NewSquare Capital
Pennsylvania
$1.6K +$534 +8 +50%
TSMHT
504
Thurston Springer Miller Herd & Titak
Indiana
$1.4K +$467 +7 +50%
BIA
505
Bell Investment Advisors
California
$1.33K -$534 -8 -29%
S
506
Sachetta
Massachusetts
$1.2K
FMP
507
Financial Management Professionals
Texas
$1.13K
PIM
508
Plato Investment Management
Australia
$1.08K
M
509
MOTCO
Texas
$1.07K +$1.07K +16 New
IWP
510
IAG Wealth Partners
Wisconsin
$1K
BWL
511
Bogart Wealth LLC
Virginia
$1K +$1K +15 New
AW
512
Avion Wealth
Texas
$1K
CAL
513
Capital Advisors Ltd
Ohio
$1K
OC
514
Oakworth Capital
Alabama
$934
RWML
515
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$800
SC
516
SouthState Corp
Florida
$667 +$668 +10 New
NA
517
NewEdge Advisors
Louisiana
$600 -$4.87K -73 -89%
HI
518
Harbour Investments
Wisconsin
$600 +$134 +2 +29%
SWM
519
Spire Wealth Management
Virginia
$534 +$534 +8 New
CPG
520
Cornerstone Planning Group
New Jersey
$502 +$267 +4 +100%
RWM
521
Rialto Wealth Management
New York
$467 +$467 +7 New
BFS
522
Bare Financial Services
Pennsylvania
$334 +$334 +5 New
WW
523
Winnow Wealth
Texas
$305 +$67 +1 +25%
ACA
524
American Capital Advisory
Idaho
$267 +$267 +4 New
CCM
525
Chilton Capital Management
Texas
$197

ELS Hedge Fund Activity: Q1 2025 in Review

528 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2025, worth a combined $12.3B — down 3.1% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ELS positions and 44 closed out — a net gain of 29 holders — while 213 added to existing stakes and 186 trimmed.

The largest buyer was State Street, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $376M.

  • 528 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2025, up from 500 in Q4 2024.
  • Funds reported $12.3B of Equity Lifestyle Properties stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 73 funds opened new Equity Lifestyle Properties positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2025 was State Street, an estimated $177M added.
  • The largest Equity Lifestyle Properties seller in Q1 2025 was Cohen & Steers, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.