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Equity Lifestyle Properties
ELS

Overview Fund Activity

495 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
172
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$404M
2
Invesco
Invesco
Georgia
$261M
3
BlackRock
BlackRock
New York
$1.71B
4
UBS Group
UBS Group
Switzerland
$99.5M
5
Northern Trust
Northern Trust
Illinois
$162M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
151
Bar Harbor Wealth Management
New Hampshire
$4.32M -$557K -8,361 -11%
CWM
152
CIBC World Markets
New York
$4.24M +$268K +4,017 +7%
PI
153
PineBridge Investments
New York
$4.14M +$2.42M +36,323 +141%
Fidelity International
154
Fidelity International
Bermuda
$4.13M -$193K -2,898 -4%
BCM
155
Buckhead Capital Management
Georgia
$4.11M +$3.66K +55 +0.1%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$4.1M -$685K -10,215 -14%
KK
157
KLP Kapitalforvaltning
Norway
$4.07M +$4.07M +60,800 New
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$3.98M – – –
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$3.98M +$299K +4,496 +8%
Federated Hermes
160
Federated Hermes
Pennsylvania
$3.9M -$203K -3,046 -5%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$3.9M -$195K -2,922 -5%
American Century Companies
162
American Century Companies
Missouri
$3.87M -$22.5M -338,490 -85%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$3.84M -$191K -2,870 -5%
UM
164
UniSuper Management
Australia
$3.71M -$105K -1,584 -3%
KOCAA
165
Knights of Columbus Asset Advisors
Connecticut
$3.7M – – –
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$3.53M +$86.6K +1,300 +3%
LPL Financial
167
LPL Financial
California
$3.5M +$2.33M +34,993 +199%
AIM
168
Aurora Investment Managers
Florida
$3.47M +$276K +4,139 +9%
ASRS
169
Arizona State Retirement System
Arizona
$3.43M +$47K +706 +1%
Verition Fund Management
170
Verition Fund Management
Connecticut
$3.27M +$2.25M +33,849 +221%
AC
171
Allstate Corporation
Illinois
$3.26M -$473K -7,107 -13%
NAM
172
Nissay Asset Management
Japan
$3.23M +$73.7K +1,106 +2%
SSA
173
Schonfeld Strategic Advisors
New York
$3.19M -$16.6M -249,837 -84%
Stifel Financial
174
Stifel Financial
Missouri
$3.13M -$174K -2,614 -5%
GLF
175
Groupe la Francaise
France
$3.11M +$3.11M +47,079 New
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7
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