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Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$2.32M -$16K -221 -0.7%
BCI
252
Brinker Capital Investments
Pennsylvania
$2.32M -$140K -1,932 -6%
OPS
253
Orion Portfolio Solutions
Nebraska
$2.32M -$140K -1,932 -6%
EMPI
254
Elo Mutual Pension Insurance
Finland
$2.26M -$224K -3,103 -9%
VPIM
255
Vanguard Personalized Indexing Management
California
$2.23M +$276K +3,817 +15%
EAM
256
Erste Asset Management
Austria
$2.22M +$195K +2,700 +10%
NB
257
Norinchukin Bank
Japan
$2.21M +$118K +1,638 +6%
DILIC
258
Dai-ichi Life Insurance Company
Japan
$2.19M -$867K -12,000 -29%
PCM
259
Penserra Capital Management
California
$2.19M +$230K +3,186 +12%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$2.17M -$35.4K -490 -2%
SLAM
261
Swiss Life Asset Management
$2.16M +$2.09M +28,985 New
ZP
262
Zimmer Partners
New York
$2.14M +$2.08M +28,800 New
O
263
Ossiam
France
$2.12M +$53.8K +745 +3%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$2.11M -$103K -1,420 -5%
AI
265
Atria Investments
North Carolina
$2.09M +$454K +6,280 +29%
PS
266
Pensionfund Sabic
Netherlands
$2.07M -$361K -5,000 -15%
GI
267
GAMCO Investors
Connecticut
$2.02M -$86.7K -1,200 -4%
Wealthfront Advisers
268
Wealthfront Advisers
California
$2.01M +$1.95K +27 +0.1%
TCM
269
Twin Capital Management
Pennsylvania
$2.01M -$11K -152 -0.6%
BMSSC
270
B. Metzler seel. Sohn & Co
Germany
$1.99M -$766K -10,600 -28%
Swedbank
271
Swedbank
Sweden
$1.91M -$12K -166 -0.6%
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$1.9M -$135K -1,865 -7%
AAS
273
Avantax Advisory Services
Texas
$1.9M +$136K +1,882 +8%
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$1.88M +$55.1K +763 +3%
VI
275
Versor Investments
New York
$1.88M +$1.43M +19,806 +366%

EQR Hedge Fund Activity: Q3 2024 in Review

677 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2024, worth a combined $26.1B — up 7.2% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EQR positions and 54 closed out — a net gain of 30 holders — while 259 added to existing stakes and 228 trimmed.

The largest buyer was UBS AM, adding an estimated $274M. The largest seller was JP Morgan Chase, cutting an estimated $416M.

  • 677 institutional investors held Equity Residential (EQR) as of Q3 2024, up from 652 in Q2 2024.
  • Funds reported $26.1B of Equity Residential stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 84 funds opened new Equity Residential positions in Q3 2024 and 54 closed out, a net change of +30 holders.
  • The largest Equity Residential buyer in Q3 2024 was UBS AM, an estimated $274M added.
  • The largest Equity Residential seller in Q3 2024 was JP Morgan Chase, an estimated $416M sold.

Based on aggregated 13F filings for Q3 2024.