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Equity Lifestyle Properties

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: 428446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B -$5.51M -80,914 -0.3%
BlackRock
2
BlackRock
New York
$1.66B +$1.84M +26,982 +0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$949M -$104M -1,524,684 -10%
Aristotle Capital Management
4
Aristotle Capital Management
California
$782M -$30.6M -449,690 -4%
State Street
5
State Street
Massachusetts
$765M +$3.66M +53,841 +0.5%
CTC
6
Chai Trust Company
Illinois
$633M -$5.7M -83,750 -0.9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$523M -$122M -1,785,774 -19%
Norges Bank
8
Norges Bank
Norway
$456M +$138M +2,026,253 +46%
Victory Capital Management
9
Victory Capital Management
Texas
$350M -$54.9M -805,976 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$245M +$8.43M +123,878 +4%
Morgan Stanley
11
Morgan Stanley
New York
$241M +$126M +1,850,863 +118%
N
12
Nuveen
North Carolina
$211M +$16.1M +236,625 +9%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$194M +$27.9M +410,042 +18%
Boston Partners
14
Boston Partners
Massachusetts
$192M +$102M +1,501,692 +122%
RC
15
Resolution Capital
Australia
$184M +$17.6M +258,298 +11%
JP Morgan Chase
16
JP Morgan Chase
New York
$183M -$54.7M -803,686 -24%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$181M +$637K +9,357 +0.4%
Charles Schwab
18
Charles Schwab
California
$162M +$4.16M +61,126 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$142M +$129M +1,901,977 +1,680%
Legal & General Group
20
Legal & General Group
United Kingdom
$139M -$2.19M -32,176 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$135M -$434K -6,382 -0.3%
Northern Trust
22
Northern Trust
Illinois
$122M -$13.7M -200,697 -10%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$100M -$71.3M -1,047,625 -42%
UBS AM
24
UBS AM
Illinois
$97.3M +$7.67M +112,664 +9%
Goldman Sachs
25
Goldman Sachs
New York
$93.4M -$13.6M -199,339 -13%