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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B -$17.7M -252,137 -1%
BlackRock
2
BlackRock
New York
$1.7B -$17.4M -248,167 -1%
Aristotle Capital Management
3
Aristotle Capital Management
California
$757M -$6.07M -86,558 -0.8%
State Street
4
State Street
Massachusetts
$711M -$4.3M -61,309 -0.6%
Cohen & Steers
5
Cohen & Steers
New York
$536M +$419M +5,969,758 +388%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$531M -$156M -2,221,277 -23%
JP Morgan Chase
7
JP Morgan Chase
New York
$340M +$10.3M +147,332 +3%
Victory Capital Management
8
Victory Capital Management
Texas
$332M +$2.8M +39,864 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$273M +$4.57M +65,191 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$260M -$162M -2,314,968 -39%
N
11
Nuveen
North Carolina
$237M -$3.77M -53,740 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$227M -$2.9M -41,398 -1%
Boston Partners
13
Boston Partners
Massachusetts
$198M -$36.3M -517,744 -16%
CTC
14
Chai Trust Company
Illinois
$192M
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$192M -$871K -12,420 -0.5%
Charles Schwab
16
Charles Schwab
California
$174M +$6.14M +87,609 +4%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$166M +$129M +1,834,491 +371%
Norges Bank
18
Norges Bank
Norway
$160M -$107M -1,527,953 -41%
Deutsche Bank
19
Deutsche Bank
Germany
$160M +$102M +1,454,052 +186%
Principal Financial Group
20
Principal Financial Group
Iowa
$159M +$56.5M +805,681 +56%
RC
21
Resolution Capital
Australia
$152M -$2.6M -37,046 -2%
PI
22
PGGM Investments
Netherlands
$137M +$5.51M +78,536 +4%
Northern Trust
23
Northern Trust
Illinois
$121M -$5.64M -80,464 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$121M -$8.35M -119,129 -7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$119M -$13M -185,657 -10%