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Equity Lifestyle Properties
ELS

Overview Fund Activity

521 hedge funds and large institutions have $12.1B invested in Equity Lifestyle Properties in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 209 increasing their positions, 184 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+25
Holders Change %
+5.04%
% 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
209
Reduced
184
Closed
44
Calls
$1.17M
Puts
$60K
Net Calls
+$1.11M
Net Calls Change
+$781K

Top Buyers

1
State Street
State Street
Massachusetts
+$178M
2
DPIM
Duff & Phelps Investment Management
Illinois
+$93.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$46.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$44.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$42M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$87.9M
4
BlackRock
BlackRock
New York
-$73.4M
5
UBS Group
UBS Group
Switzerland
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
501
Financial Management Professionals
Texas
$1.13K – – –
PIM
502
Plato Investment Management
Australia
$1.08K – – –
M
503
MOTCO
Texas
$1.07K +$1.07K +16 New
IWP
504
IAG Wealth Partners
Wisconsin
$1K – – –
BWL
505
Bogart Wealth LLC
Virginia
$1K +$1K +15 New
CAL
506
Capital Advisors Ltd
Ohio
$1K – – –
AW
507
Avion Wealth
Texas
$1K – – –
OC
508
Oakworth Capital
Alabama
$934 – – –
SC
509
SouthState Corp
Florida
$667 +$667 +10 New
NA
510
NewEdge Advisors
Louisiana
$600 -$4.87K -73 -89%
HI
511
Harbour Investments
Wisconsin
$600 +$133 +2 +29%
SWM
512
Spire Wealth Management
Virginia
$534 +$534 +8 New
CPG
513
Cornerstone Planning Group
New Jersey
$502 +$251 +4 +100%
RWM
514
Rialto Wealth Management
New York
$467 +$467 +7 New
BFS
515
Bare Financial Services
Pennsylvania
$334 +$334 +5 New
WW
516
Winnow Wealth
Texas
$305 +$61 +1 +25%
ACA
517
American Capital Advisory
Idaho
$267 +$267 +4 New
CCM
518
Chilton Capital Management
Texas
$197 – – –
HNW
519
High Note Wealth
Minnesota
$133 – – –
GEA
520
Glen Eagle Advisors
New Jersey
$133 – – –
MCM
521
MV Capital Management
Maryland
$67 -$335 -5 -83%
PWA
522
Principia Wealth Advisory
Texas
$64 -$192 -3 -75%
Norges Bank
523
Norges Bank
Norway
– -$163M -2,450,627 Closed
HRES
524
Heitman Real Estate Securities
Illinois
– -$51.9M -779,274 Closed
T. Rowe Price Investment Management
525
T. Rowe Price Investment Management
Maryland
– -$35.9M -539,470 Closed
19 20
21
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