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Equity Lifestyle Properties

499 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $746K | Put options by funds: $420K

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 173

3% more funds holding

Funds holding: 486499 (+13)

1.18% more ownership

Funds ownership: 98.67%99.85% (+1.2%)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$417M)

Holders
499
Holders Change
+13
Holders Change %
+2.67%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
69
Increased
192
Reduced
173
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.71B +$123M +1,779,404 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67B +$27M +388,888 +2%
Aristotle Capital Management
3
Aristotle Capital Management
California
$700M -$7.03M -101,435 -1%
State Street
4
State Street
Massachusetts
$696M +$32.9M +475,045 +5%
Cohen & Steers
5
Cohen & Steers
New York
$445M -$57.4M -827,427 -11%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$435M -$63.4M -914,912 -12%
Principal Financial Group
7
Principal Financial Group
Iowa
$404M +$266M +3,838,809 +172%
Victory Capital Management
8
Victory Capital Management
Texas
$308M -$1.35M -19,481 -0.4%
Invesco
9
Invesco
Georgia
$261M +$232M +3,352,584 +593%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$259M +$3.73M +53,775 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$249M -$71.2M -1,026,922 -22%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$213M +$1.65M +23,837 +0.8%
Boston Partners
13
Boston Partners
Massachusetts
$198M +$13.4M +193,927 +7%
CTC
14
Chai Trust Company
Illinois
$180M
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$180M +$126K +1,814 +0.1%
Charles Schwab
16
Charles Schwab
California
$170M +$7.77M +112,139 +5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$164M -$81.5M -1,175,283 -32%
Norges Bank
18
Norges Bank
Norway
$163M +$14.5M +208,542 +9%
Northern Trust
19
Northern Trust
Illinois
$162M +$51M +735,580 +43%
N
20
Nuveen
North Carolina
$162M -$61.5M -886,387 -27%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$149M -$5.88M -84,800 -4%
RC
22
Resolution Capital
Australia
$135M -$7.07M -101,990 -5%
PI
23
PGGM Investments
Netherlands
$128M -$190K -2,742 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$119M +$8.63M +124,499 +7%
UBS AM
25
UBS AM
Illinois
$114M +$5.57M +80,269 +5%