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Equity Residential
EQR

Overview Fund Activity

500 hedge funds and large institutions have $26.3B invested in Equity Residential in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.34%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.64%
New
50
Increased
174
Reduced
180
Closed
42
Calls
$38.8M
Puts
$19.5M
Net Calls
+$19.2M
Net Calls Change
+$16.6M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$978M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.75B
3
Norges Bank
Norges Bank
Norway
$194M
4
LIMS
Lasalle Investment Management Securities
Maryland
$884M
5
Invesco
Invesco
Georgia
$430M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.18B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$814M
3
IG
ING Group
Netherlands
$0
4
Principal Financial Group
Principal Financial Group
Iowa
$477M
5
BC
Brookfield Corp
Ontario, Canada
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
376
Transamerica Financial Advisors
Florida
$393K -$583K -7,762 -60%
HighTower Advisors
377
HighTower Advisors
Illinois
$393K -$24.2K -319 -6%
BTS
378
BB&T Securities
Virginia
$366K +$174K +2,314 +90%
AP
379
Advisor Partners
California
$357K +$138K +1,832 +63%
Jacobs Levy Equity Management
380
Jacobs Levy Equity Management
New Jersey
$355K +$355K +4,730 New
PP
381
Paloma Partners
Connecticut
$353K +$353K +4,700 New
SCP
382
Seizert Capital Partners
Michigan
$340K – – –
Baird Financial Group
383
Baird Financial Group
Wisconsin
$334K -$2.03K -27 -0.6%
OIA
384
Optimum Investment Advisors
Illinois
$330K – – –
ARMT
385
Amica Retiree Medical Trust
Rhode Island
$319K -$263K -3,500 -45%
RG
386
Renaissance Group
Kentucky
$316K – – –
QI
387
Quotient Investors
New York
$315K -$30K -400 -9%
Balyasny Asset Management
388
Balyasny Asset Management
Illinois
$301K +$301K +4,015 New
SBH
389
Segall Bryant & Hamill
Illinois
$300K – – –
CIC
390
Carnegie Investment Counsel
Ohio
$285K -$3.75K -50 -1%
MA
391
Montag & Associates
Georgia
$279K – – –
CCM
392
Catawba Capital Management
Virginia
$276K -$11.3K -150 -4%
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$272K -$2.17K -29 -0.8%
SFM
394
Systematic Financial Management
New Jersey
$270K – – –
KIA
395
KCM Investment Advisors
California
$269K +$37.1K +495 +16%
AIM
396
Anchor Investment Management
South Carolina
$266K +$266K +3,540 New
Geode Capital Management
397
Geode Capital Management
Massachusetts
$265K +$5.55K +74,134 +2%
Nuveen Asset Management
398
Nuveen Asset Management
Illinois
$262K +$30.2K +401,976 +13%
Truist Financial
399
Truist Financial
North Carolina
$259K -$103K -1,369 -28%
LAM
400
Lebenthal Asset Management
New York
$248K +$248K +3,312 New
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16
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