We are live on ! Find out more
EQR icon

Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
276
United Capital Financial Advisors
Texas
$2.04M +$167K +1,941 +9%
JAM
277
Jupiter Asset Management
United Kingdom
$2.02M +$115K +1,331 +6%
US Bancorp
278
US Bancorp
Minnesota
$2M -$175K -2,029 -8%
Wellington Management Group
279
Wellington Management Group
Massachusetts
$1.99M +$1.89M +22,000 New
PI
280
PineBridge Investments
New York
$1.98M -$50.5K -587 -3%
Jacobs Levy Equity Management
281
Jacobs Levy Equity Management
New Jersey
$1.98M +$1.88M +21,867 New
AG
282
AIA Group
Hong Kong
$1.96M +$1.87M +21,691 New
GA
283
GRS Advisors
Illinois
$1.96M +$1.86M +21,600 New
CGH
284
Crossmark Global Holdings
Texas
$1.94M -$31K -360 -2%
Wealthfront Advisers
285
Wealthfront Advisers
California
$1.94M +$438K +5,097 +31%
LSERS
286
Louisiana State Employees Retirement System
Louisiana
$1.94M +$17.2K +200 +0.9%
BF
287
BOK Financial
Oklahoma
$1.94M +$9.81K +114 +0.5%
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$1.92M -$348K -4,041 -16%
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$1.88M -$146K -1,700 -8%
KRS
290
Kentucky Retirement Systems
Kentucky
$1.87M +$78.4K +911 +5%
PFC
291
Phocas Financial Corp
California
$1.84M +$61.1K +710 +4%
UOC
292
UBS O'Connor
Illinois
$1.81M +$206K +2,400 +14%
Squarepoint
293
Squarepoint
New York
$1.8M +$1.14M +13,258 +199%
AAA
294
Adams Asset Advisors
Texas
$1.8M
PCM
295
Penserra Capital Management
California
$1.8M +$235K +2,733 +16%
TI
296
Tidal Investments
Wisconsin
$1.79M +$304K +3,528 +22%
TAF
297
Tredje AP-fonden
Sweden
$1.77M +$1.69M +19,611 New
MCAI
298
Members Capital Advisors Inc
Wisconsin
$1.75M
Rafferty Asset Management
299
Rafferty Asset Management
New York
$1.73M -$332K -3,856 -17%
RBC
300
Rye Brook Capital
Connecticut
$1.7M +$585K +6,800 +57%