Equity Lifestyle Properties
408 hedge funds and large institutions have $13.2B invested in Equity Lifestyle Properties in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 151 reducing their positions, and 33 closing their positions.
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
4% more capital invested
Capital invested by funds: $12.7B → $13.2B (+$528M)
1% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 151
0% less funds holding
Funds holding: 410 → 408 (-2)
1.53% less ownership
Funds ownership: 93.51% → 91.98% (-1.5%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
51% less call options, than puts
Call options by funds: $625K | Put options by funds: $1.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$223M |
| 2 |
Man Group
London,
United Kingdom
|
+$52.6M |
| 3 |
JP Morgan Chase
New York
|
+$23.8M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$18.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$76.8M |
| 2 |
BlackRock
New York
|
-$43M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$41.5M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$39.5M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$36.9M |
ELS Hedge Fund Activity: Q3 2021 in Review
408 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2021, worth a combined $13.2B — up 4.2% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ELS positions and 33 closed out — a net gain of 4 holders — while 153 added to existing stakes and 151 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $223M. The largest seller was California Public Employees Retirement System, cutting an estimated $76.8M.
- 408 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2021, down from 410 in Q2 2021.
- Funds reported $13.2B of Equity Lifestyle Properties stock for Q3 2021, up 4.2% quarter-over-quarter.
- 37 funds opened new Equity Lifestyle Properties positions in Q3 2021 and 33 closed out, a net change of +4 holders.
- The largest Equity Lifestyle Properties buyer in Q3 2021 was T. Rowe Price Associates, an estimated $223M added.
- The largest Equity Lifestyle Properties seller in Q3 2021 was California Public Employees Retirement System, an estimated $76.8M sold.
Based on aggregated 13F filings for Q3 2021.