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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
351
Indiana Trust & Investment Management
Indiana
$466K
Point72 Asset Management
352
Point72 Asset Management
Connecticut
$463K -$1.9M -24,889 -80%
SCM
353
Shelton Capital Management
Colorado
$463K +$446K +5,838 +2,211%
Creative Planning
354
Creative Planning
Kansas
$453K -$43.6K -571 -9%
RJT
355
Raymond James Trust
Florida
$451K -$510K -6,681 -53%
CIBC World Market
356
CIBC World Market
Ontario, Canada
$439K +$442K +5,783 New
SBIA
357
Sheaff Brock Investment Advisors
Indiana
$438K +$27.9K +365 +7%
IRF
358
IBM Retirement Fund
New York
$431K +$14.3K +187 +3%
CCIA
359
Campbell & Co Investment Adviser
Maryland
$425K +$99.4K +1,301 +30%
AP
360
Advisor Partners
California
$424K +$14.7K +192 +4%
WT
361
Whittier Trust
California
$421K
CC
362
ClearArc Capital
Ohio
$419K -$51.6K -676 -11%
ECM
363
Everence Capital Management
Indiana
$416K +$212K +2,770 +102%
PIA
364
Piedmont Investment Advisors
North Carolina
$415K -$39.2K -513 -9%
CT
365
Clearstead Trust
Maine
$414K
ST
366
Spinnaker Trust
Maine
$413K
SDAM
367
Shulman DeMeo Asset Management
New York
$408K +$2.83K +37 +0.7%
JIC
368
Johnson Investment Counsel
Ohio
$407K -$11K -144 -3%
ACA
369
Anchor Capital Advisors
Massachusetts
$404K
HI
370
Horizon Investments
North Carolina
$390K -$2.46M -32,239 -86%
MERSOM
371
Municipal Employees' Retirement System of Michigan
Michigan
$386K +$7.64K +100 +2%
Janney Montgomery Scott
372
Janney Montgomery Scott
Pennsylvania
$385K +$49.2K +644 +15%
CG
373
Cutler Group
California
$383K +$386K +5,047 New
PCM
374
Prelude Capital Management
New York
$380K -$88.5K -1,158 -19%
ANRIA
375
American National Registered Investment Advisor
Texas
$380K -$30.6K -400 -7%

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.