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Equity Residential
EQR

Overview Fund Activity

587 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+33
Holders Change %
+5.96%
% of All Funds
10.25%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
77
Increased
188
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Bank of America
Bank of America
North Carolina
+$194M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$105M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$50.9M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$156M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$138M
3
Cohen & Steers
Cohen & Steers
New York
-$133M
4
Macquarie Group
Macquarie Group
Australia
-$114M
5
Principal Financial Group
Principal Financial Group
Iowa
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$645K +$48K +623 +8%
I2I
352
Insight 2811 Inc
Illinois
$637K +$29.2K +379 +5%
BSA
353
Bull Street Advisors
Georgia
$631K – – –
Luther King Capital Management (LKCM)
354
Luther King Capital Management (LKCM)
Texas
$610K +$610K +7,925 New
LOAMS
355
Lombard Odier Asset Management (Switzerland)
Switzerland
$601K +$252K +3,275 +72%
WT
356
Whittier Trust
California
$600K – – –
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$587K -$10.7K -139 -2%
IA
358
IFP Advisors
Florida
$576K +$40.4K +527 +8%
FTDI
359
First Trust Direct Indexing
Massachusetts
$567K +$184K +2,385 +48%
RFC
360
Regions Financial Corp
Alabama
$565K -$191K -2,475 -25%
CSIC
361
Clifford Swan Investment Counsel
California
$550K – – –
XT
362
XTX Topco
Cayman Islands
$538K +$538K +6,993 New
YIH
363
Y-Intercept (HK)
Hong Kong
$535K +$535K +6,952 New
CC
364
Centiva Capital
New York
$527K +$527K +6,844 New
Creative Planning
365
Creative Planning
Kansas
$515K -$520K -6,757 -50%
EP
366
Edgestream Partners
New Jersey
$515K +$515K +6,689 New
QC
367
Quadrature Capital
United Kingdom
$480K +$480K +6,228 New
Wealthfront Advisers
368
Wealthfront Advisers
California
$477K +$81.7K +1,061 +21%
ACS
369
Archford Capital Strategies
Illinois
$471K +$471K +6,114 New
AWM
370
Aevitas Wealth Management
Massachusetts
$469K +$160K +2,073 +52%
CG
371
Colony Group
Massachusetts
$468K +$468K +6,075 New
IA
372
IndexIQ Advisors
New York
$467K +$14K +182 +3%
LP
373
LMR Partners
United Kingdom
$465K -$531K -6,901 -53%
SPFA
374
Summit Place Financial Advisors
New Jersey
$462K – – –
RJT
375
Raymond James Trust
Florida
$461K +$24.1K +313 +6%
13 14
15
16 17