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Equity Lifestyle Properties

528 hedge funds and large institutions have $12.3B invested in Equity Lifestyle Properties in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $60K

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

15% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 186

6% more funds holding

Funds holding: 500528 (+28)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $12.7B → $12.3B (-$389M)

3.26% less ownership

Funds ownership: 99.85%96.59% (-3.3%)

Holders
528
Holders Change
+28
Holders Change %
+5.6%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
73
Increased
213
Reduced
186
Closed
44
Calls
$1.17M
Puts
$60K
Net Calls
+$1.11M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B +$6.5M +97,306 +0.4%
BlackRock
2
BlackRock
New York
$1.64B -$73.4M -1,099,742 -4%
State Street
3
State Street
Massachusetts
$876M +$177M +2,653,118 +26%
Aristotle Capital Management
4
Aristotle Capital Management
California
$681M -$19.8M -295,806 -3%
Principal Financial Group
5
Principal Financial Group
Iowa
$423M +$18.6M +278,193 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$356M +$46.7M +699,877 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$281M +$31.7M +474,495 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$270M +$10.9M +163,656 +4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$254M -$182M -2,730,814 -42%
Invesco
10
Invesco
Georgia
$229M -$32.1M -480,218 -12%
Boston Partners
11
Boston Partners
Massachusetts
$193M -$4.93M -73,839 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$182M +$1.79M +26,775 +1%
Charles Schwab
13
Charles Schwab
California
$173M +$2.93M +43,861 +2%
Norges Bank
14
Norges Bank
Norway
$173M +$9.16M +137,237 +6%
Northern Trust
15
Northern Trust
Illinois
$167M +$4.61M +69,100 +3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$155M -$59M -883,583 -28%
CTC
17
Chai Trust Company
Illinois
$151M -$28.9M -433,344 -16%
N
18
Nuveen
North Carolina
$143M -$19.2M -288,183 -12%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$141M -$23.7M -355,058 -14%
RC
20
Resolution Capital
Australia
$130M -$5.17M -77,368 -4%
PI
21
PGGM Investments
Netherlands
$128M -$97.3K -1,458 -0.1%
UBS AM
22
UBS AM
Illinois
$123M +$9.5M +142,239 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$116M -$3.46M -51,833 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$105M +$2.6M +38,966 +3%
Morgan Stanley
25
Morgan Stanley
New York
$96.9M +$1.5M +22,489 +2%

ELS Hedge Fund Activity: Q1 2025 in Review

528 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2025, worth a combined $12.3B — down 3.1% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ELS positions and 44 closed out — a net gain of 29 holders — while 213 added to existing stakes and 186 trimmed.

The largest buyer was State Street, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $376M.

  • 528 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2025, up from 500 in Q4 2024.
  • Funds reported $12.3B of Equity Lifestyle Properties stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 73 funds opened new Equity Lifestyle Properties positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2025 was State Street, an estimated $177M added.
  • The largest Equity Lifestyle Properties seller in Q1 2025 was Cohen & Steers, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.