We are live on ! Find out more
EQR icon

Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Probity Advisors
Texas
$808K -$3.35K -39 -0.4%
MYAM
352
Meiji Yasuda Asset Management
Japan
$807K +$38.6K +449 +5%
NCP
353
NexWave Capital Partners
New York
$803K -$1.8M -20,900 -70%
FG
354
Fiduciary Group
Georgia
$802K
BAMF
355
BI Asset Management Fondsmaeglerselskab
Denmark
$777K
Baird Financial Group
356
Baird Financial Group
Wisconsin
$775K +$27.4K +318 +4%
VI
357
Versor Investments
New York
$773K +$735K +8,540 New
BPWM
358
Badgley Phelps Wealth Managers
Washington
$772K +$86 +1 +0%
AWA
359
Arkadios Wealth Advisors
Georgia
$769K -$128K -1,486 -15%
FTDI
360
First Trust Direct Indexing
Massachusetts
$761K -$17.4K -202 -2%
WDA
361
Wendell David Associates
New Hampshire
$757K -$139K -1,610 -16%
NA
362
NewEdge Advisors
Louisiana
$757K +$306K +3,557 +74%
AA
363
ALPS Advisors
Colorado
$745K -$1.68M -19,532 -70%
BSA
364
Bull Street Advisors
Georgia
$742K
AIP
365
Ahrens Investment Partners
Louisiana
$738K -$267K -3,098 -28%
AssetMark Inc
366
AssetMark Inc
California
$738K +$101K +1,169 +17%
CT
367
Clearstead Trust
Maine
$710K +$206K +2,400 +44%
ST
368
Spinnaker Trust
Maine
$710K +$206K +2,400 +44%
CI
369
Cigna Investments
Connecticut
$705K -$237K -2,750 -26%
WT
370
Whittier Trust
California
$695K -$9.46K -110 -1%
BDF
371
Balasa Dinverno & Foltz
$680K -$107K -1,244 -14%
PAMP
372
Polar Asset Management Partners
Ontario, Canada
$669K -$852K -9,906 -57%
I2I
373
Insight 2811 Inc
Illinois
$661K -$27.4K -318 -4%
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$660K -$20.7K -241 -3%
AS
375
Altshuler Shaham
Israel
$660K +$625K +7,261 New