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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Clearstead Trust
Maine
$504K
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$500K -$46.5K -743 -8%
APP
353
Alpha Paradigm Partners
Illinois
$490K +$520K +8,305 New
LI
354
Latash Investments
Alaska
$485K
BSA
355
Bull Street Advisors
Georgia
$484K
MNBTD
356
Moody National Bank Trust Division
Texas
$483K
Assenagon Asset Management
357
Assenagon Asset Management
Luxembourg
$468K -$33.7K -539 -6%
ST
358
Spinnaker Trust
Maine
$464K
RWIA
359
Roger Wittlin Investment Advisory
California
$462K +$490K +7,832 New
CANY
360
Caxton Associates (New York)
New York
$461K +$489K +7,815 New
I2I
361
Insight 2811 Inc
Illinois
$458K -$7.2K -115 -1%
GWMIA
362
Global Wealth Management Investment Advisory
Florida
$449K +$83.5K +1,334 +21%
DA
363
Duality Advisers
Florida
$448K +$285K +4,562 +150%
FTDI
364
First Trust Direct Indexing
Massachusetts
$441K +$34.4K +549 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
365
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$440K -$2.69K -43 -0.6%
API
366
Advisor Partners II
California
$438K +$21.7K +346 +5%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$438K +$563 +9 +0.1%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$424K +$30.7K +491 +7%
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
$415K -$482K -7,700 -52%
CCM
370
CTC Capital Management
Illinois
$413K +$438K +7,000 New
CA
371
Commerzbank Aktiengesellschaft
Germany
$407K +$229K +3,666 +113%
PA
372
Profund Advisors
Maryland
$404K +$19.1K +305 +5%
WDA
373
Wendell David Associates
New Hampshire
$403K
HCM
374
Howland Capital Management
Massachusetts
$401K
CSIC
375
Clifford Swan Investment Counsel
California
$396K -$1.75K -28 -0.4%

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.