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Equity Lifestyle Properties

415 hedge funds and large institutions have $10.8B invested in Equity Lifestyle Properties in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

1% more funds holding

Funds holding: 411415 (+4)

1% more capital invested

Capital invested by funds: $10.7B → $10.8B (+$76.7M)

0.35% more ownership

Funds ownership: 92.95%93.3% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

98% less call options, than puts

Call options by funds: $635K | Put options by funds: $31.3M

Holders
415
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
7.29%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
47
Increased
154
Reduced
157
Closed
42
Calls
$635K
Puts
$31.3M
Net Calls
-$30.7M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
Cooper Investors
Australia
$31.1M +$5.35M +86,063 +21%
ZP
52
Zimmer Partners
New York
$30.2M -$31.1M -500,000 -51%
Ameriprise
53
Ameriprise
Minnesota
$29.6M -$3.04M -48,947 -10%
MWNA
54
Marshall Wace North America
New York
$29.3M +$9.6M +154,371 +51%
Asset Management One
55
Asset Management One
Japan
$28.4M +$291K +4,679 +1%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$27.7M -$42.2M -679,136 -61%
UIC
57
Uniplan Investment Counsel
Wisconsin
$27.6M -$10.3K -166 -0%
Swedbank
58
Swedbank
Sweden
$27.3M +$26.7M +429,733 New
Prudential Financial
59
Prudential Financial
New Jersey
$26M -$18.2M -293,275 -42%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$25.9M -$1.67M -26,898 -6%
UBS Group
61
UBS Group
Switzerland
$25.7M -$20.5M -330,009 -45%
VRS
62
Virginia Retirement Systems
Virginia
$25.5M -$131K -2,100 -0.5%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$24.1M +$18.7M +300,624 +401%
EAM
64
EULAV Asset Management
Florida
$23.3M
HPCM
65
Hunter Perkins Capital Management
Illinois
$23.2M -$224K -3,603 -1%
CS
66
Credit Suisse
Switzerland
$22.6M -$273K -4,394 -1%
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$22.3M +$2.12M +34,084 +11%
RIM
68
Rush Island Management
New York
$22.2M +$21.7M +349,448 New
AAMU
69
Amundi Asset Management US
Massachusetts
$22.2M -$362K -5,825 -2%
VLKIM
70
Van Lanschot Kempen Investment Management
Netherlands
$21.7M +$3.38M +54,300 +19%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$21.3M -$5.45M -87,630 -21%
BAMCO Inc
72
BAMCO Inc
New York
$20.6M +$341K +5,479 +2%
VC
73
Vision Capital
Ontario, Canada
$20.5M +$909K +14,613 +5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$20.3M +$175K +2,808 +0.9%
William Blair Investment Management
75
William Blair Investment Management
Illinois
$20.3M +$2.11M +33,914 +12%

ELS Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2021, worth a combined $10.8B — up 0.71% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ELS positions and 42 closed out — a net gain of 5 holders — while 154 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was Renaissance Technologies, cutting an estimated $60.1M.

  • 415 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2021, up from 411 in Q4 2020.
  • Funds reported $10.8B of Equity Lifestyle Properties stock for Q1 2021, up 0.71% quarter-over-quarter.
  • 47 funds opened new Equity Lifestyle Properties positions in Q1 2021 and 42 closed out, a net change of +5 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2021 was Fidelity Investments, an estimated $121M added.
  • The largest Equity Lifestyle Properties seller in Q1 2021 was Renaissance Technologies, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2021.