Equity Lifestyle Properties
428 hedge funds and large institutions have $12.2B invested in Equity Lifestyle Properties in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 128 reducing their positions, and 52 closing their positions.
162% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $433K
41% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 128
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
5.96% more ownership
Funds ownership: 96.63% → 102.58% (+6%)
3% more funds holding
Funds holding: 417 → 428 (+11)
1% more capital invested
Capital invested by funds: $12B → $12.2B (+$164M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$575M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$277M |
| 3 |
State Street
Boston,
Massachusetts
|
+$156M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$114M |
| 5 |
Bank of New York Mellon
New York
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$166M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$132M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$114M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$50.2M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$47.1M |
ELS Hedge Fund Activity: Q3 2023 in Review
428 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2023, worth a combined $12.2B — up 1.4% from $12B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new ELS positions and 52 closed out — a net gain of 13 holders — while 181 added to existing stakes and 128 trimmed.
The largest buyer was BlackRock, adding an estimated $575M. The largest seller was Principal Financial Group, cutting an estimated $166M.
- 428 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2023, up from 417 in Q2 2023.
- Funds reported $12.2B of Equity Lifestyle Properties stock for Q3 2023, up 1.4% quarter-over-quarter.
- 65 funds opened new Equity Lifestyle Properties positions in Q3 2023 and 52 closed out, a net change of +13 holders.
- The largest Equity Lifestyle Properties buyer in Q3 2023 was BlackRock, an estimated $575M added.
- The largest Equity Lifestyle Properties seller in Q3 2023 was Principal Financial Group, an estimated $166M sold.
Based on aggregated 13F filings for Q3 2023.