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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
376
Summit Place Financial Advisors
New Jersey
$462K
RJT
377
Raymond James Trust
Florida
$461K +$23.7K +313 +6%
AP
378
Advisor Partners
California
$445K +$11.8K +156 +3%
AssetMark Inc
379
AssetMark Inc
California
$433K +$29.5K +390 +7%
PI
380
PEAK6 Investments
Illinois
$429K -$1.73M -22,862 -80%
FFA
381
First Foundation Advisors
California
$427K +$5.52K +73 +1%
DILIC
382
Dai-ichi Life Insurance Company
Japan
$424K
JWCA
383
J.W. Coons Advisors
Ohio
$424K
WA
384
Wealth Alliance
New York
$421K -$32.1K -425 -7%
ST
385
Spinnaker Trust
Maine
$420K
CT
386
Clearstead Trust
Maine
$419K -$312K -4,123 -76%
LI
387
Latash Investments
Alaska
$415K +$407K +5,388 New
Cambridge Investment Research Advisors
388
Cambridge Investment Research Advisors
Iowa
$412K +$7.41K +98 +2%
CI
389
Conning Inc
Connecticut
$410K -$30.2K -399 -7%
DIM
390
Delta Investment Management
California
$401K -$907 -12 -0.2%
Acadian Asset Management
391
Acadian Asset Management
Massachusetts
$398K +$390K +5,159 New
KA
392
Klingman & Associates
New York
$391K
LCM
393
Laurion Capital Management
New York
$385K -$11.7M -154,210 -97%
ANRIA
394
American National Registered Investment Advisor
Texas
$385K
CAN
395
Cetera Advisor Networks
California
$380K +$373K +4,930 New
AIP
396
Ameritas Investment Partners
Nebraska
$374K
SP
397
Successful Portfolios
Florida
$370K -$3.78K -50 -1%
ITIM
398
Indiana Trust & Investment Management
Indiana
$364K
FHB
399
First Hawaiian Bank
Hawaii
$360K +$8.39K +111 +2%
QT
400
Quantamental Technologies
New York
$360K +$353K +4,671 New

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.