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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
US Bancorp
251
US Bancorp
Minnesota
$2.02M +$65.5K +866 +3%
SOAMC
252
Spirit of America Management Corp
New York
$1.96M +$189K +2,500 +11%
PI
253
PineBridge Investments
New York
$1.95M -$558K -7,375 -23%
EMPI
254
Elo Mutual Pension Insurance
Finland
$1.91M -$159K -2,104 -8%
FT
255
Fiduciary Trust
Massachusetts
$1.89M -$20.8K -275 -1%
CA
256
Cetera Advisors
Colorado
$1.86M +$212K +2,804 +13%
AAA
257
Adams Asset Advisors
Texas
$1.8M
FAM
258
Fulcrum Asset Management
United Kingdom
$1.79M
NMERB
259
New Mexico Educational Retirement Board
New Mexico
$1.76M +$60.5K +800 +4%
Osaic Holdings
260
Osaic Holdings
Arizona
$1.76M +$1.02M +13,434 +143%
Bank Julius Baer & Co
261
Bank Julius Baer & Co
Switzerland
$1.74M -$374K -4,945 -18%
CGH
262
Crossmark Global Holdings
Texas
$1.72M +$3.78K +50 +0.2%
DA
263
Duality Advisers
Florida
$1.71M +$324K +4,289 +24%
OPPTF
264
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.69M -$173K -2,294 -10%
QI
265
QS Investors
New York
$1.68M -$166K -2,194 -9%
WorldQuant Millennium Advisors
266
WorldQuant Millennium Advisors
New York
$1.67M
LSERS
267
Louisiana State Employees Retirement System
Louisiana
$1.66M +$22.7K +300 +1%
Man Group
268
Man Group
United Kingdom
$1.65M +$1.62M +21,478 New
JMPWA
269
JP Morgan Private Wealth Advisors
California
$1.61M -$525K -6,944 -25%
TI
270
Truehand Inc
New Hampshire
$1.59M
Vontobel Holding
271
Vontobel Holding
Switzerland
$1.57M +$1.53M +20,300 New
UCFA
272
United Capital Financial Advisors
Texas
$1.56M +$125K +1,650 +9%
VEA
273
Virtus ETF Advisers
New York
$1.56M -$246K -3,260 -14%
KRS
274
Kentucky Retirement Systems
Kentucky
$1.54M -$91.6K -1,212 -6%
X
275
Xponance
Pennsylvania
$1.5M +$365K +4,831 +33%

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.