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Equity Residential

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
351
Latash Investments
Alaska
$543K
BSA
352
Bull Street Advisors
Georgia
$541K
TMAM
353
Tokio Marine Asset Management
Japan
$534K +$50.6K +767 +10%
GAM
354
Gotham Asset Management
New York
$519K -$664K -10,070 -56%
FTDI
355
First Trust Direct Indexing
Massachusetts
$517K -$6K -91 -1%
WA
356
Wealth Alliance
New York
$516K +$4.62K +70 +0.9%
IWC
357
Integrated Wealth Concepts
Massachusetts
$513K +$513K +7,781 New
OC
358
Oppenheimer & Co
New York
$507K -$118K -1,783 -19%
RWIA
359
Roger Wittlin Investment Advisory
California
$498K +$10.4K +158 +2%
VU
360
Vanderbilt University
Tennessee
$492K -$73.1K -1,108 -13%
Bessemer Group
361
Bessemer Group
New Jersey
$480K +$320K +4,848 +201%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$472K -$12.7K -192 -3%
ECM
363
Everence Capital Management
Indiana
$456K
CCIA
364
Campbell & Co Investment Adviser
Maryland
$452K +$452K +6,852 New
WDA
365
Wendell David Associates
New Hampshire
$451K
CIC
366
Cornercap Investment Counsel
Georgia
$450K +$33.4K +506 +8%
HCM
367
Howland Capital Management
Massachusetts
$448K -$6.66K -100 -1%
Bank Julius Baer & Co
368
Bank Julius Baer & Co
Switzerland
$448K -$2.25K -34 -0.5%
CSIC
369
Clifford Swan Investment Counsel
California
$443K
AAS
370
Avantax Advisory Services
Texas
$434K +$40.4K +613 +10%
EI
371
Ellevest Inc
New York
$432K +$110K +1,663 +34%
DTL
372
Dynamic Technology Lab
Singapore
$426K +$426K +6,458 New
Wealthfront Advisers
373
Wealthfront Advisers
California
$423K +$71.6K +1,086 +20%
Vontobel Holding
374
Vontobel Holding
Switzerland
$417K
NA
375
NewEdge Advisors
Louisiana
$414K +$75.4K +1,143 +22%