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Equity Residential
EQR

652 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 264 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $27.9M

35% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 196

8% more capital invested

Capital invested by funds: $22.5B → $24.3B (+$1.81B)

5% more funds holding

Funds holding: 622 → 652 (+30)

1.34% less ownership

Funds ownership: 94.05% → 92.7% (-1.3%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
652
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
86
Increased
264
Reduced
196
Closed
50
Calls
$37.7M
Puts
$27.9M
Net Calls
+$9.77M
Net Calls Change
+$20.1M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
3
Invesco
Invesco
Georgia
+$91.1M
4
BAMCO Inc
BAMCO Inc
New York
+$54.3M
5
Goldman Sachs
Goldman Sachs
New York
+$43.7M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$437M
2
UBS AM
UBS AM
Illinois
-$212M
3
BlackRock
BlackRock
New York
-$111M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.9M
5
WCP
Waterfront Capital Partners
New York
-$55.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
326
Truist Financial
North Carolina
$885K +$18.8K +289 +2%
RWM
327
Ritholtz Wealth Management
New York
$873K +$819K +12,589 New
NIM
328
NEOS Investment Management
Connecticut
$862K +$259K +3,984 +46%
ET
329
Entropy Technologies
New York
$854K -$922K -14,172 -53%
Citadel Advisors
330
Citadel Advisors
Florida
$847K -$207K -3,182 -21%
KTA
331
Keeley-Teton Advisors
Illinois
$838K +$2.99K +46 +0.4%
BF
332
BOK Financial
Oklahoma
$830K -$32.9K -505 -4%
HighTower Advisors
333
HighTower Advisors
Illinois
$827K -$14.4K -221 -2%
TRCT
334
Tower Research Capital (TRC)
New York
$826K -$37.4K -574 -5%
CB
335
Commerce Bank
Missouri
$822K -$2.08K -32 -0.3%
PP
336
Paloma Partners
Connecticut
$804K +$754K +11,594 New
CSS
337
Cubist Systematic Strategies
Connecticut
$803K +$754K +11,580 New
SA
338
Sanctuary Advisors
Indiana
$796K +$795K +12,218 New
HTC
339
Haverford Trust Company
Pennsylvania
$795K +$746K +11,462 New
LMIM
340
Lockheed Martin Investment Management
Maryland
$777K -$442K -6,788 -38%
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$771K -$17.4K -267 -2%
FTDI
342
First Trust Direct Indexing
Massachusetts
$768K +$122K +1,870 +20%
NMIMC
343
Northwestern Mutual Investment Management Company
Wisconsin
$761K +$1.43K +22 +0.2%
IF
344
IRON Financial
Illinois
$755K +$6.9K +106 +1%
IGAM
345
iA Global Asset Management
Quebec, Canada
$753K +$25.1K +385 +4%
Brown Advisory
346
Brown Advisory
Maryland
$749K +$20K +307 +3%
PI
347
PGGM Investments
Netherlands
$744K +$251K +3,857 +56%
BFM
348
Boothbay Fund Management
New York
$740K +$695K +10,677 New
AI
349
Atom Investors
Texas
$740K +$695K +10,675 New
CI
350
Conning Inc
Connecticut
$733K -$1.9M -29,131 -73%
12 13
14
15 16

EQR Hedge Fund Activity: Q2 2024 in Review

652 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2024, worth a combined $24.3B — up 8% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQR positions and 50 closed out — a net gain of 36 holders — while 264 added to existing stakes and 196 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $386M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $437M sold.

  • 652 institutional investors held Equity Residential (EQR) as of Q2 2024, up from 622 in Q1 2024.
  • Funds reported $24.3B of Equity Residential stock for Q2 2024, up 8% quarter-over-quarter.
  • 86 funds opened new Equity Residential positions in Q2 2024 and 50 closed out, a net change of +36 holders.
  • The largest Equity Residential buyer in Q2 2024 was Principal Financial Group, an estimated $386M added.
  • The largest Equity Residential seller in Q2 2024 was D1 Capital Partners, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2024.