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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
226
Mirabella Financial Services
United Kingdom
$2.46M +$2.41M +31,890 New
Verition Fund Management
227
Verition Fund Management
Connecticut
$2.46M +$1.9M +25,184 +376%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
228
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.45M +$1.12M +14,800 +87%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$2.44M -$902K -11,926 -27%
QOP
230
Quinn Opportunity Partners
Virginia
$2.43M -$189K -2,500 -7%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$2.4M +$8.47K +112 +0.4%
AIM
232
Achmea Investment Management
Netherlands
$2.4M
GI
233
GAMCO Investors
Connecticut
$2.33M
ANI
234
American National Insurance
Texas
$2.33M -$5.29K -70 -0.2%
MFP
235
Michael F. Price
$2.31M
DLG
236
Daniel L. Goodwin
$2.24M
Truist Financial
237
Truist Financial
North Carolina
$2.23M +$318K +4,213 +17%
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$2.22M
Franklin Resources
239
Franklin Resources
California
$2.21M -$19.5K -258 -0.9%
AA
240
ALPS Advisors
Colorado
$2.21M -$80.8K -1,069 -4%
OPERF
241
Oregon Public Employees Retirement Fund
Oregon
$2.19M
William Blair & Company
242
William Blair & Company
Illinois
$2.18M -$97.4K -1,289 -4%
EI
243
Ethic Inc
New York
$2.18M +$528K +6,989 +33%
Rafferty Asset Management
244
Rafferty Asset Management
New York
$2.18M +$660K +8,730 +45%
IG
245
ING Group
Netherlands
$2.18M +$2.14M +28,260 New
M&T Bank
246
M&T Bank
New York
$2.12M +$294K +3,889 +16%
GG
247
Gofen & Glossberg
Illinois
$2.11M +$529 +7 +0%
Walleye Trading
248
Walleye Trading
New York
$2.11M +$2.07M +27,425 New
APG Asset Management
249
APG Asset Management
Netherlands
$2.06M -$60.1M -794,500 -96%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$2.05M

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.