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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
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$1.86M -$200K -2,775 -10%
OTPPB
277
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.83M -$2.12M -29,395 -54%
PDL
278
Portfolio Design Labs
California
$1.82M -$976K -13,519 -36%
DEA
279
DoubleLine ETF Adviser
Florida
$1.81M +$1.76M +24,308 New
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$1.79M -$2.05M -28,326 -54%
Mariner
281
Mariner
Kansas
$1.78M +$158K +2,188 +10%
KRS
282
Kentucky Retirement Systems
Kentucky
$1.77M -$160K -2,220 -9%
OC
283
Oppenheimer & Co
New York
$1.76M -$149K -2,062 -8%
QCM
284
Quantinno Capital Management
New York
$1.75M +$367K +5,077 +28%
NW
285
Naviter Wealth
Arkansas
$1.67M -$94.6K -1,310 -6%
EI
286
Ethic Inc
New York
$1.65M -$575K -7,960 -23%
MSU
287
Mizuho Securities USA
New York
$1.65M -$323K -4,471 -17%
NRD
288
Nebula Research & Development
New York
$1.63M +$1.06M +14,735 +207%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$1.61M -$566K -7,842 -27%
CGH
290
Crossmark Global Holdings
Texas
$1.6M +$8.02K +111 +0.5%
HIMCH
291
Hartford Investment Management Co (HIMCO)
Connecticut
$1.59M -$47.7K -660 -3%
NWM
292
Nicola Wealth Management
British Columbia, Canada
$1.59M -$397K -5,500 -26%
SA
293
Sanctuary Advisors
Indiana
$1.57M +$616K +8,534 +70%
XT
294
XTX Topco
Cayman Islands
$1.56M +$1.51M +20,953 New
CCIA
295
Campbell & Co Investment Adviser
Maryland
$1.51M +$758K +10,498 +107%
IMCOOI
296
Investment Management Corp of Ontario (IMCO)
Canada
$1.49M +$885K +12,259 +159%
Alyeska Investment Group
297
Alyeska Investment Group
Illinois
$1.48M +$1.44M +19,928 New
MIF
298
Mediolanum International Funds
Ireland
$1.48M +$59.1K +818 +4%
Baillie Gifford & Co
299
Baillie Gifford & Co
United Kingdom
$1.47M
SRL
300
Scientech Research LLC
New Jersey
$1.46M +$1.41M +19,592 New

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.