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Equity Residential
EQR

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591 → 634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17% → 93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 16 → 10 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$221M
2
JP Morgan Chase
JP Morgan Chase
New York
+$140M
3
DCP
D1 Capital Partners
New York
+$104M
4
Norges Bank
Norges Bank
Norway
+$102M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$91.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$259M
2
CTC
Chai Trust Company
Illinois
-$236M
3
HRES
Heitman Real Estate Securities
Illinois
-$68.9M
4
Northern Trust
Northern Trust
Illinois
-$68.3M
5
Macquarie Group
Macquarie Group
Australia
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMC Chicago
351
IMC Chicago
Illinois
$683K +$646K +11,164 New
Baird Financial Group
352
Baird Financial Group
Wisconsin
$677K -$159K -2,752 -20%
NMIMC
353
Northwestern Mutual Investment Management Company
Wisconsin
$669K +$3.01K +52 +0.5%
Brown Advisory
354
Brown Advisory
Maryland
$641K – – –
VU
355
Vanderbilt University
Tennessee
$633K +$159K +2,743 +36%
UCFA
356
United Capital Financial Advisors
Texas
$633K -$251K -4,344 -30%
Creative Planning
357
Creative Planning
Kansas
$625K -$375K -6,488 -39%
AWM
358
AE Wealth Management
Kansas
$623K -$395K -6,833 -39%
CC
359
Cipher Capital
New York
$614K -$341K -5,899 -37%
HFW
360
Horizon Family Wealth
Illinois
$601K +$6.13K +106 +1%
DPAM
361
Degroof Petercam Asset Management
Belgium
$600K +$568K +9,816 New
PI
362
PEAK6 Investments
Illinois
$593K +$561K +9,698 New
GS
363
GTS Securities
New York
$592K -$113K -1,956 -17%
WC
364
Wexford Capital
Florida
$580K +$549K +9,486 New
FRM
365
Fox Run Management
Connecticut
$578K +$547K +9,455 New
AWA
366
Arkadios Wealth Advisors
Georgia
$577K +$284K +4,909 +109%
MYAM
367
Meiji Yasuda Asset Management
Japan
$576K -$5.96M -102,958 -92%
TC
368
Telemus Capital
Michigan
$568K -$19K -328 -3%
CAN
369
Cetera Advisor Networks
California
$559K +$18.3K +316 +4%
TMAM
370
Tokio Marine Asset Management
Japan
$552K +$27.5K +475 +6%
FI
371
FJ Investments
Utah
$550K +$521K +9,000 New
CCG
372
Cypress Capital Group
Florida
$547K +$28.8K +498 +6%
GWMIA
373
Global Wealth Management Investment Advisory
Florida
$525K -$24.1K -416 -5%
FG
374
Fiduciary Group
Georgia
$517K -$23.9K -413 -5%
IMCOOI
375
Investment Management Corp of Ontario (IMCO)
Canada
$516K +$488K +8,430 New
13 14
15
16 17

EQR Hedge Fund Activity: Q4 2023 in Review

634 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2023, worth a combined $21.8B — up 5.1% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EQR positions and 51 closed out — a net gain of 50 holders — while 198 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $221M. The largest seller was Resolution Capital, cutting an estimated $259M.

  • 634 institutional investors held Equity Residential (EQR) as of Q4 2023, up from 591 in Q3 2023.
  • Funds reported $21.8B of Equity Residential stock for Q4 2023, up 5.1% quarter-over-quarter.
  • 101 funds opened new Equity Residential positions in Q4 2023 and 51 closed out, a net change of +50 holders.
  • The largest Equity Residential buyer in Q4 2023 was Morgan Stanley, an estimated $221M added.
  • The largest Equity Residential seller in Q4 2023 was Resolution Capital, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2023.