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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
201
Capital Square
Tennessee
$1.86M +$248K +3,644 +16%
BPCE
202
Bank Pictet & Cie (Europe)
Germany
$1.82M -$13.3K -196 -0.8%
SOAMC
203
Spirit of America Management Corp
New York
$1.8M -$34K -500 -2%
PGH
204
Partners Group Holding
Switzerland
$1.79M -$169K -2,484 -9%
DnB Asset Management
205
DnB Asset Management
Norway
$1.76M -$29K -426 -2%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$1.75M -$34K -500 -2%
Corient Private Wealth
207
Corient Private Wealth
Florida
$1.71M +$284K +4,169 +21%
II
208
Inspire Investing
Idaho
$1.71M +$65.6K +964 +4%
AQR Capital Management
209
AQR Capital Management
Connecticut
$1.68M -$150K -2,206 -8%
Two Sigma Investments
210
Two Sigma Investments
New York
$1.67M – – –
KBC Group
211
KBC Group
Belgium
$1.64M +$173K +2,547 +12%
Kayne Anderson Rudnick Investment Management
212
Kayne Anderson Rudnick Investment Management
California
$1.63M -$37.8M -555,201 -96%
WCA
213
Waratah Capital Advisors
Ontario, Canada
$1.61M -$5.62M -82,548 -78%
Federated Hermes
214
Federated Hermes
Pennsylvania
$1.51M -$236K -3,470 -14%
FF
215
Farrow Financial
Vermont
$1.47M +$1.42M +20,802 New
LPL Financial
216
LPL Financial
California
$1.46M -$948K -13,930 -40%
AA
217
AlphaCentric Advisors
Puerto Rico
$1.45M – – –
Schroder Investment Management Group
218
Schroder Investment Management Group
United Kingdom
$1.45M -$52.6K -773 -4%
FAF
219
Första AP-fonden
Sweden
$1.45M +$1.4M +20,500 New
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$1.44M +$298K +4,384 +27%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$1.41M -$6.74K -99 -0.5%
FFA
222
Farther Finance Advisors
California
$1.4M +$1.33M +19,612 +6,833%
Nordea Investment Management
223
Nordea Investment Management
Sweden
$1.39M -$9.24M -135,751 -87%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$1.34M +$99.2K +1,457 +8%
FRM
225
Fox Run Management
Connecticut
$1.29M +$1.24M +18,237 New
7 8
9
10 11

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.