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Equity Lifestyle Properties
ELS

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407 → 418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.08% less ownership

Funds ownership: 93.92% → 93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$108M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.8M
3
Millennium Management
Millennium Management
New York
+$27.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$24.9M
5
RC
Resolution Capital
Australia
+$23.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$110M
2
Invesco
Invesco
Georgia
-$69M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$58.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$37.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
126
Wellington Management Group
Massachusetts
$5.75M +$276K +4,069 +5%
ERSOT
127
Employees Retirement System of Texas
Texas
$5.71M – – –
VC
128
Vision Capital
Ontario, Canada
$5.63M -$11.4M -168,538 -67%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$5.47M +$5.53M +81,492 New
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$5.37M +$35.3K +520 +0.7%
GC
131
Guggenheim Capital
Illinois
$5.33M -$259K -3,822 -5%
Westfield Capital Management
132
Westfield Capital Management
Massachusetts
$5.29M +$214K +3,152 +4%
ECM
133
ExodusPoint Capital Management
New York
$5.28M +$5.34M +78,683 New
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.1M +$4.4M +64,789 +583%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$5.08M -$127K -1,876 -2%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$5.05M -$7.38M -108,755 -59%
RJA
137
Raymond James & Associates
Florida
$4.97M +$2.57M +37,894 +105%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$4.93M -$208K -3,069 -4%
IIM
139
INTECH Investment Management
Florida
$4.85M -$1.35M -19,923 -22%
ZIM
140
Zacks Investment Management
Illinois
$4.77M +$4.45M +65,510 +1,187%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$4.62M +$965K +14,216 +26%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$4.56M -$163K -2,406 -3%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$4.44M +$485K +7,152 +12%
CIMLRA
144
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.25M -$344K -5,062 -7%
NIG
145
NFJ Investment Group
Texas
$4.13M +$4.18M +61,563 New
Aviva
146
Aviva
United Kingdom
$4M -$9.71M -143,125 -71%
VanEck Associates
147
VanEck Associates
New York
$3.92M +$108K +1,595 +3%
DCM
148
Dupont Capital Management
Delaware
$3.89M +$692K +10,194 +21%
VAM
149
Vert Asset Management
California
$3.87M +$1.12M +16,478 +40%
CWM
150
CIBC World Markets
New York
$3.82M +$31.2K +460 +0.8%
4 5
6
7 8

ELS Hedge Fund Activity: Q1 2023 in Review

418 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2023, worth a combined $11.7B — up 4.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 34 closed out — a net gain of 20 holders — while 151 added to existing stakes and 147 trimmed.

The largest buyer was Boston Partners, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $110M.

  • 418 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $11.7B of Equity Lifestyle Properties stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q1 2023 and 34 closed out, a net change of +20 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2023 was Boston Partners, an estimated $108M added.
  • The largest Equity Lifestyle Properties seller in Q1 2023 was JP Morgan Chase, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2023.