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Equity Lifestyle Properties

495 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 188 increasing their positions, 180 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,850% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $400K

3.08% more ownership

Funds ownership: 98.64%101.72% (+3.1%)

4% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 180

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$329M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less funds holding

Funds holding: 517495 (-22)

23% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 75

Holders
495
Holders Change
-22
Holders Change %
-4.26%
% of All Funds
6.5%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
58
Increased
188
Reduced
180
Closed
75
Calls
$11.8M
Puts
$400K
Net Calls
+$11.4M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
76
Gotham Asset Management
New York
$22.6M +$11.6M +191,804 +106%
LPC
77
Long Pond Capital
New York
$21.5M +$21.5M +354,911 New
VRS
78
Virginia Retirement Systems
Virginia
$20.8M +$5.84M +96,200 +39%
Nomura Asset Management
79
Nomura Asset Management
Japan
$20.7M +$1.12M +18,420 +6%
HPCM
80
Hunter Perkins Capital Management
Illinois
$20.6M +$2.84M +46,739 +16%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.6M +$168K +2,775 +0.8%
GLA
82
Great Lakes Advisors
Illinois
$20.2M -$1.18M -19,363 -5%
Swedbank
83
Swedbank
Sweden
$18.5M -$3.52M -58,000 -16%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$18.4M +$576K +9,491 +3%
SO
85
STRS Ohio
Ohio
$18M +$10.3M +168,863 +132%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$18M +$38K +626 +0.2%
Prudential Financial
87
Prudential Financial
New Jersey
$17.5M -$3.21M -52,926 -16%
AllianceBernstein
88
AllianceBernstein
Tennessee
$17.2M -$84.4K -1,391 -0.5%
Macquarie Group
89
Macquarie Group
Australia
$17.1M +$683K +11,254 +4%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$17M -$917K -15,113 -5%
LIP
91
Lighthouse Investment Partners
Florida
$16M +$4.92M +81,107 +44%
UIC
92
Uniplan Investment Counsel
Wisconsin
$15.4M +$98.6K +1,624 +0.6%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$15.3M +$69.3K +1,141 +0.5%
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$14.4M -$8.72M -143,700 -38%
SCM
95
Sophron Capital Management
New Jersey
$13.2M -$2.34M -38,505 -15%
SPIO
96
Seven Post Investment Office
California
$11.7M +$96.6K +1,592 +0.8%
WorldQuant Millennium Advisors
97
WorldQuant Millennium Advisors
New York
$11.6M +$289K +4,756 +3%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$11.5M -$86K -1,416 -0.7%
EIP
99
Easterly Investment Partners
Massachusetts
$11.2M +$1.97M +32,500 +21%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$10.9M -$2.07M -34,056 -16%

ELS Hedge Fund Activity: Q3 2025 in Review

495 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2025, worth a combined $12B — up 2.8% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ELS and 58 opened new positions — a net loss of 17 holders — while 180 trimmed existing stakes and 188 added.

The largest buyer was Cohen & Steers, adding an estimated $446M. The largest seller was Invesco, cutting an estimated $121M.

  • 495 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $12B of Equity Lifestyle Properties stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 58 funds opened new Equity Lifestyle Properties positions in Q3 2025 and 75 closed out, a net change of -17 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2025 was Cohen & Steers, an estimated $446M added.
  • The largest Equity Lifestyle Properties seller in Q3 2025 was Invesco, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2025.