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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
376
Pathstone Family Office
New Jersey
$394K -$530K -8,473 -56%
FCH
377
Freestone Capital Holdings
Washington
$386K -$1.25K -20 -0.3%
HI
378
Horizon Investments
North Carolina
$374K +$13.8K +220 +4%
MYLI
379
Meiji Yasuda Life Insurance
Japan
$372K +$394K +6,300 New
TMAM
380
Tokio Marine Asset Management
Japan
$369K +$79.9K +1,276 +26%
MCM
381
Mill Capital Management
North Carolina
$369K
NA
382
NewEdge Advisors
Louisiana
$368K +$79.5K +1,271 +25%
VEA
383
Virtus ETF Advisers
New York
$366K -$954K -15,248 -71%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$366K +$388K +6,200 New
ONB
385
Old National Bancorp
Indiana
$362K -$14.6K -233 -4%
MF
386
Magnetar Financial
Illinois
$362K +$384K +6,136 New
QI
387
Qtron Investments
Massachusetts
$353K
LWAC
388
Laurel Wealth Advisors (California)
California
$352K
GCP
389
GSA Capital Partners
United Kingdom
$349K +$91.6K +1,464 +33%
PG
390
Pendal Group
Australia
$330K
MCM
391
MAI Capital Management
Ohio
$329K -$63K -1,006 -15%
KA
392
Klingman & Associates
New York
$328K +$25.8K +413 +8%
AWM
393
Aevitas Wealth Management
Massachusetts
$326K -$3.69K -59 -1%
Wealthfront Advisers
394
Wealthfront Advisers
California
$325K -$45.6K -729 -12%
AAS
395
Avantax Advisory Services
Texas
$324K +$124K +1,985 +57%
MAM
396
Mystic Asset Management
Rhode Island
$322K
I
397
InceptionR
California
$315K +$334K +5,344 New
FAFN
398
First Affirmative Financial Network
Colorado
$313K -$25.7K -411 -7%
WA
399
Wealth Alliance
New York
$312K -$1.06K -17 -0.3%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$305K +$7.01K +112 +2%

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.