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Equity Lifestyle Properties

394 hedge funds and large institutions have $9.71B invested in Equity Lifestyle Properties in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 146 increasing their positions, 143 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

32% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $3.11M

5% more funds holding

Funds holding: 376394 (+18)

2% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 143

0.62% more ownership

Funds ownership: 92.11%92.73% (+0.62%)

18% less capital invested

Capital invested by funds: $11.8B → $9.71B (-$2.09B)

Holders
394
Holders Change
+18
Holders Change %
+4.79%
% of All Funds
8.68%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.33%
New
67
Increased
146
Reduced
143
Closed
46
Calls
$4.11M
Puts
$3.11M
Net Calls
+$997K
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B +$17.1M +251,191 +1%
BlackRock
2
BlackRock
New York
$842M +$7.11M +104,263 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$752M -$222M -3,257,567 -20%
State Street
4
State Street
Massachusetts
$506M +$27.9M +409,111 +5%
Aristotle Capital Management
5
Aristotle Capital Management
California
$383M +$13.1M +192,124 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$288M +$17M +248,500 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$258M +$64.7M +949,018 +27%
N
8
Nuveen
North Carolina
$251M +$55.9M +819,371 +23%
Goldman Sachs
9
Goldman Sachs
New York
$245M -$9.39M -137,692 -3%
CTC
10
Chai Trust Company
Illinois
$201M
Deutsche Bank
11
Deutsche Bank
Germany
$183M -$977K -14,320 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$169M -$7.75M -113,577 -4%
Charles Schwab
13
Charles Schwab
California
$158M +$9.06M +132,776 +5%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$156M +$14.4M +211,747 +9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$148M -$1.01M -14,855 -0.6%
Principal Financial Group
16
Principal Financial Group
Iowa
$140M +$17.8M +260,843 +12%
Invesco
17
Invesco
Georgia
$134M -$49.9M -730,949 -24%
Northern Trust
18
Northern Trust
Illinois
$118M +$5.3M +77,756 +4%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$105M +$7.22M +105,801 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$100M +$37.8M +553,542 +47%
RC
21
Resolution Capital
Australia
$98.1M -$6.82M -100,024 -6%
Norges Bank
22
Norges Bank
Norway
$96.7M +$4.14M +60,622 +4%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$86.2M -$8.63M -126,539 -8%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$83.8M +$1.31M +19,170 +1%
Prudential Financial
25
Prudential Financial
New Jersey
$82.2M +$6.08M +89,122 +7%