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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Presima Securities
Quebec, Canada
$2.51M +$75.1K +1,200 +3%
PI
227
PGGM Investments
Netherlands
$2.48M -$3.47M -55,372 -57%
BCI
228
Brinker Capital Investments
Pennsylvania
$2.45M -$424K -6,768 -14%
BC
229
Burleson & Co
California
$2.41M +$24.9K +398 +1%
CNB
230
Czech National Bank
Czech Republic
$2.35M +$30.2K +482 +1%
AIM
231
Achmea Investment Management
Netherlands
$2.29M
EGM
232
Engineers Gate Manager
New York
$2.22M +$2.15M +34,420 +1,059%
TC
233
TAP Consulting
Missouri
$2.1M -$2.77M -44,318 -55%
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$2.09M +$999K +15,960 +82%
APG Asset Management
235
APG Asset Management
Netherlands
$2.06M +$1.37M +21,876 +167%
NB
236
Norinchukin Bank
Japan
$2.06M -$229K -3,661 -9%
EWA
237
Exencial Wealth Advisors
Oklahoma
$2.06M -$138K -2,211 -6%
JMPWA
238
JP Morgan Private Wealth Advisors
California
$2.04M -$1.03M -16,536 -32%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$2.01M +$1.88M +30,000 +726%
AIM
240
Aurora Investment Managers
Florida
$2.01M +$76.4K +1,221 +4%
TCM
241
Twin Capital Management
Pennsylvania
$1.97M +$784K +12,527 +60%
Nordea Investment Management
242
Nordea Investment Management
Sweden
$1.96M +$108K +1,718 +5%
BPA
243
Beacon Pointe Advisors
California
$1.96M -$26.3K -421 -1%
MFS
244
Mirabella Financial Services
United Kingdom
$1.95M +$2.07M +33,022 New
KI
245
Kula Investments
Illinois
$1.94M +$2.06M +32,858 New
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$1.87M -$231K -3,685 -10%
Ensign Peak Advisors
247
Ensign Peak Advisors
Utah
$1.86M +$1.13M +18,129 +135%
TRSOTSOK
248
Teachers Retirement System of the State of Kentucky
Kentucky
$1.84M
Rafferty Asset Management
249
Rafferty Asset Management
New York
$1.83M +$687K +10,979 +55%
CC
250
Cipher Capital
New York
$1.82M +$1.93M +30,919 New

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.