ELS icon

Equity Lifestyle Properties
ELS

Overview Fund Activity

494 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 171 reducing their positions, and 52 closing their positions.

Holders
494
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
188
Reduced
171
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$404M
2
Invesco
2
Invesco
Georgia
$261M
3
Norges Bank
3
Norges Bank
Norway
$163M
4
BlackRock
4
BlackRock
New York
$1.71B
5
UBS Group
5
UBS Group
Switzerland
$99.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$164M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$249M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$435M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$162M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.71B 25,656,283 +1,779,404 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67B 25,053,845 +388,888 +2%
Aristotle Capital Management
3
Aristotle Capital Management
California
$700M 10,503,813 -101,435 -1%
State Street
4
State Street
Massachusetts
$696M 10,378,228 +475,045 +5%
Cohen & Steers
5
Cohen & Steers
New York
$445M 6,679,991 -827,427 -11%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$435M 6,535,219 -914,912 -12%
Principal Financial Group
7
Principal Financial Group
Iowa
$404M 6,070,817 +3,838,809 +172%
Victory Capital Management
8
Victory Capital Management
Texas
$308M 4,630,189 -19,481 -0.4%
Invesco
9
Invesco
Georgia
$261M 3,918,241 +3,352,584 +593%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$259M 3,887,371 +53,775 +1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$249M 3,734,957 -1,026,922 -22%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$213M 3,201,077 +23,837 +0.8%
Boston Partners
13
Boston Partners
Massachusetts
$198M 2,971,493 +193,927 +7%
CTC
14
Chai Trust Company
Illinois
$180M 2,696,062 – –
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$180M 2,695,493 +1,814 +0.1%
Charles Schwab
16
Charles Schwab
California
$170M 2,553,330 +112,139 +5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$164M 2,469,766 -1,175,283 -32%
Norges Bank
18
Norges Bank
Norway
$163M 2,450,627 +2,450,627 New
Northern Trust
19
Northern Trust
Illinois
$162M 2,434,858 +735,580 +43%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$162M 2,431,168 -886,387 -27%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$149M 2,244,631 -84,800 -4%
RC
22
Resolution Capital
Australia
$135M 2,026,935 -101,990 -5%
PI
23
PGGM Investments
Netherlands
$128M 1,919,290 -2,742 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$119M 1,792,125 +124,499 +7%
UBS AM
25
UBS AM
Illinois
$114M 1,707,232 +80,269 +5%
1
2 3 4 5