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Equity Residential

631 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+43
Holders Change %
+7.31%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
100
Increased
197
Reduced
240
Closed
50
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
301
Exencial Wealth Advisors
Oklahoma
$1.17M -$435K -7,111 -27%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$1.14M -$59.2K -968 -5%
PA
303
Paralel Advisors
Colorado
$1.13M +$1.13M +18,487 New
LMGAM
304
Liberty Mutual Group Asset Management
Massachusetts
$1.12M -$2M -32,782 -64%
MWM
305
Moran Wealth Management
Florida
$1.12M -$71.3K -1,166 -6%
PCA
306
Pallas Capital Advisors
Massachusetts
$1.11M +$1.11M +18,152 New
NW
307
Naviter Wealth
Arkansas
$1.1M -$74.4K -1,203 -6%
NMERB
308
New Mexico Educational Retirement Board
New Mexico
$1.09M
WAM
309
Wolverine Asset Management
Illinois
$1.03M +$1.03M +16,771 New
FIM
310
Freedom Investment Management
Connecticut
$1.02M -$239K -3,903 -19%
Wealthfront Advisers
311
Wealthfront Advisers
California
$996K +$377K +6,167 +61%
LCM
312
Landscape Capital Management
New Jersey
$995K +$995K +16,265 New
PP
313
Prudential plc
United Kingdom
$994K -$3.36K -55 -0.3%
MM
314
MQS Management
New York
$973K -$162K -2,648 -14%
KWA
315
Kingswood Wealth Advisors
California
$961K +$961K +15,721 New
CANY
316
Caxton Associates (New York)
New York
$952K +$952K +15,572 New
JPWM
317
Jamison Private Wealth Management
Georgia
$938K -$70.7K -1,156 -7%
DIM
318
Delta Investment Management
California
$932K +$932K +15,236 New
RCM
319
RB Capital Management
Nevada
$929K -$63.5K -1,038 -6%
Mariner
320
Mariner
Kansas
$918K -$808K -13,209 -47%
NSEDCP
321
NJ State Employees Deferred Compensation Plan
New Jersey
$917K
FT
322
Fiduciary Trust
Massachusetts
$908K -$42K -686 -4%
SCA
323
Snowden Capital Advisors
New York
$892K -$10.3K -169 -1%
CC
324
Centiva Capital
New York
$881K +$881K +14,402 New
Aviva
325
Aviva
United Kingdom
$863K -$4.06M -66,464 -82%