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Equity Residential

573 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 229 increasing their positions, 188 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-20
Holders Change %
-3.37%
% of All Funds
9.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
66
Increased
229
Reduced
188
Closed
72
Calls
$36.6M
Puts
$30.2M
Net Calls
+$6.39M
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
351
First Trust Direct Indexing
Massachusetts
$476K +$27.5K +458 +6%
WA
352
Wealth Alliance
New York
$465K +$149K +2,476 +47%
RWIA
353
Roger Wittlin Investment Advisory
California
$443K -$26.8K -446 -6%
PGFC
354
Peapack-Gladstone Financial Corp
New Jersey
$443K -$4.46K -74 -1%
TMAM
355
Tokio Marine Asset Management
Japan
$440K +$64.5K +1,075 +17%
Assenagon Asset Management
356
Assenagon Asset Management
Luxembourg
$430K -$45.2K -753 -10%
IC
357
IEQ Capital
California
$417K +$417K +6,943 New
HCM
358
Howland Capital Management
Massachusetts
$414K +$6.07K +100 +1%
WDA
359
Wendell David Associates
New Hampshire
$410K
Bank Julius Baer & Co
360
Bank Julius Baer & Co
Switzerland
$409K -$13.4K -223 -3%
CSIC
361
Clifford Swan Investment Counsel
California
$403K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$380K +$69.5K +1,158 +22%
Vontobel Holding
363
Vontobel Holding
Switzerland
$379K +$379K +6,321 New
CIC
364
Cornercap Investment Counsel
Georgia
$379K +$379K +6,313 New
MCM
365
Mill Capital Management
North Carolina
$375K
ITIM
366
Indiana Trust & Investment Management
Indiana
$368K
MYLI
367
Meiji Yasuda Life Insurance
Japan
$364K -$14.1K -235 -4%
SPFA
368
Summit Place Financial Advisors
New Jersey
$360K -$954K -15,900 -73%
AAS
369
Avantax Advisory Services
Texas
$357K +$28.1K +468 +9%
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$339K -$170K -2,832 -33%
Credit Agricole
371
Credit Agricole
France
$338K -$846K -14,104 -71%
Cambridge Investment Research Advisors
372
Cambridge Investment Research Advisors
Iowa
$338K -$275K -4,578 -45%
PL
373
Perpetual Ltd
Australia
$335K +$335K +5,589 New
CIM
374
Cambria Investment Management
California
$334K +$47.7K +795 +17%
MAM
375
Mystic Asset Management
Rhode Island
$327K