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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
351
Badgley, Phelps & Bell
Washington
$657K
MYAM
352
Meiji Yasuda Asset Management
Japan
$651K -$1.39M -18,390 -69%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$645K +$47.1K +623 +8%
I2I
354
Insight 2811 Inc
Illinois
$637K +$28.6K +379 +5%
BSA
355
Bull Street Advisors
Georgia
$631K
Luther King Capital Management (LKCM)
356
Luther King Capital Management (LKCM)
Texas
$610K +$599K +7,925 New
LOAMS
357
Lombard Odier Asset Management (Switzerland)
Switzerland
$601K +$248K +3,275 +72%
WT
358
Whittier Trust
California
$600K
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$587K -$10.5K -139 -2%
IA
360
IFP Advisors
Florida
$576K +$39.8K +527 +8%
FTDI
361
First Trust Direct Indexing
Massachusetts
$567K +$180K +2,385 +48%
RFC
362
Regions Financial Corp
Alabama
$565K -$187K -2,475 -25%
CSIC
363
Clifford Swan Investment Counsel
California
$550K
XT
364
XTX Topco
Cayman Islands
$538K +$529K +6,993 New
YIH
365
Y-Intercept (HK)
Hong Kong
$535K +$526K +6,952 New
CC
366
Centiva Capital
New York
$527K +$517K +6,844 New
Creative Planning
367
Creative Planning
Kansas
$515K -$511K -6,757 -50%
EP
368
Edgestream Partners
New Jersey
$515K +$506K +6,689 New
QC
369
Quadrature Capital
United Kingdom
$480K +$471K +6,228 New
Wealthfront Advisers
370
Wealthfront Advisers
California
$477K +$80.2K +1,061 +21%
ACS
371
Archford Capital Strategies
Illinois
$471K +$462K +6,114 New
AWM
372
Aevitas Wealth Management
Massachusetts
$469K +$157K +2,073 +52%
CG
373
Colony Group
Massachusetts
$468K +$459K +6,075 New
IA
374
IndexIQ Advisors
New York
$467K +$13.8K +182 +3%
LP
375
LMR Partners
United Kingdom
$465K -$522K -6,901 -53%

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.