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Equity Lifestyle Properties

486 hedge funds and large institutions have $13.1B invested in Equity Lifestyle Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,743% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $42K

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $11.5B → $13.1B (+$1.63B)

4.01% more ownership

Funds ownership: 94.66%98.67% (+4%)

2% more funds holding

Funds holding: 475486 (+11)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
486
Holders Change
+11
Holders Change %
+2.32%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
54
Increased
192
Reduced
177
Closed
41
Calls
$2.45M
Puts
$42K
Net Calls
+$2.41M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
201
First Trust Advisors
Illinois
$2.25M +$665K +9,491 +43%
SG Americas Securities
202
SG Americas Securities
New York
$2.19M +$629K +8,971 +41%
AI
203
Atria Investments
North Carolina
$2.14M -$44K -627 -2%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$2.11M -$307K -4,373 -13%
VU
205
Vanderbilt University
Tennessee
$2.08M -$601K -8,566 -23%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$2.05M +$190K +2,716 +10%
X
207
Xponance
Pennsylvania
$2.04M -$9.04K -129 -0.4%
DnB Asset Management
208
DnB Asset Management
Norway
$2.01M
TAF
209
Tredje AP-fonden
Sweden
$2.01M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
210
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.96M -$3.68M -52,500 -66%
KTA
211
Keeley-Teton Advisors
Illinois
$1.94M -$58.1K -829 -3%
Truist Financial
212
Truist Financial
North Carolina
$1.94M -$154K -2,195 -7%
Kayne Anderson Rudnick Investment Management
213
Kayne Anderson Rudnick Investment Management
California
$1.94M -$64.1K -914 -3%
JIC
214
Johnson Investment Counsel
Ohio
$1.94M +$28K +399 +1%
PD
215
Point72 (DIFC)
United Arab Emirates
$1.93M +$1.9M +27,085 New
Natixis Advisors
216
Natixis Advisors
Massachusetts
$1.9M +$54.3K +775 +3%
CCIA
217
Campbell & Co Investment Adviser
Maryland
$1.86M +$990K +14,120 +118%
PI
218
PineBridge Investments
New York
$1.84M +$1.13M +16,052 +164%
SHFP
219
Second Half Financial Partners
Florida
$1.79M -$1.14M -16,194 -39%
LCM
220
LRT Capital Management
Texas
$1.78M -$977K -13,929 -36%
I
221
InceptionR
California
$1.75M +$52.5K +749 +3%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$1.71M +$933K +13,314 +125%
Public Sector Pension Investment Board (PSP Investments)
223
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.65M +$377K +5,370 +30%
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
$1.64M +$887K +12,651 +120%
CS
225
Capital Square
Tennessee
$1.64M -$23.3K -333 -1%

ELS Hedge Fund Activity: Q3 2024 in Review

486 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2024, worth a combined $13.1B — up 14% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 41 closed out — a net gain of 13 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 486 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2024, up from 475 in Q2 2024.
  • Funds reported $13.1B of Equity Lifestyle Properties stock for Q3 2024, up 14% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q3 2024 and 41 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2024 was Cohen & Steers, an estimated $419M added.
  • The largest Equity Lifestyle Properties seller in Q3 2024 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2024.