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Equity Residential
EQR

Overview Fund Activity

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$708M
2
CTC
Chai Trust Company
Illinois
$356M
3
DCP
D1 Capital Partners
New York
$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
5
RC
Resolution Capital
Australia
$618M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64M
2
LPC
Long Pond Capital
New York
$0
3
BlackRock
BlackRock
New York
$2.66B
4
Bank of America
Bank of America
North Carolina
$128M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
226
Wellington Management Group
Massachusetts
$2.64M -$93.7M -1,420,328 -97%
CWM
227
CIBC World Markets
New York
$2.64M -$5.81M -88,009 -69%
BCI
228
Brinker Capital Investments
Pennsylvania
$2.48M -$114K -1,729 -4%
OPS
229
Orion Portfolio Solutions
Nebraska
$2.48M -$114K -1,729 -4%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$2.4M +$34K +515 +1%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$2.38M -$721K -10,925 -23%
CI
232
Conning Inc
Connecticut
$2.36M +$2.1M +31,876 +829%
AIM
233
Aurora Investment Managers
Florida
$2.33M +$41.5K +629 +2%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$2.28M +$1.03M +15,587 +82%
Nordea Investment Management
235
Nordea Investment Management
Sweden
$2.24M +$77.2K +1,166 +4%
MGP
236
Metis Global Partners
California
$2.22M +$1.34M +20,278 +152%
BMSSC
237
B. Metzler seel. Sohn & Co
Germany
$2.21M +$528K +8,000 +31%
BPA
238
Beacon Pointe Advisors
California
$2.18M +$2.18M +33,059 New
AAM
239
Azzad Asset Management
Virginia
$2.17M +$209K +3,174 +11%
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$2.14M +$31.7K +481 +2%
Los Angeles Capital Management
241
Los Angeles Capital Management
California
$2.12M -$8.14M -123,333 -79%
CA
242
Cetera Advisors
Colorado
$2.07M +$124K +1,887 +6%
Mariner
243
Mariner
Kansas
$2.04M +$407K +6,170 +25%
DILIC
244
Dai-ichi Life Insurance Company
Japan
$2.03M -$224K -3,395 -10%
SOAMC
245
Spirit of America Management Corp
New York
$2.03M – – –
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$2.02M -$28.6K -434 -1%
EWA
247
Exencial Wealth Advisors
Oklahoma
$2.01M -$93.3K -1,414 -4%
LMIM
248
Lockheed Martin Investment Management
Maryland
$1.96M +$205K +3,100 +12%
EMPI
249
Elo Mutual Pension Insurance
Finland
$1.95M +$54.2K +822 +3%
SG Americas Securities
250
SG Americas Securities
New York
$1.92M +$607K +9,198 +46%
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