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Equity Residential

588 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 206 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-18
Holders Change %
-2.97%
% of All Funds
9.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
51
Increased
206
Reduced
227
Closed
63
Calls
$32.6M
Puts
$32.7M
Net Calls
-$103K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
376
Mill Capital Management
North Carolina
$367K
FAFN
377
First Affirmative Financial Network
Colorado
$364K +$12.3K +210 +4%
EW
378
Evoke Wealth
California
$362K +$362K +6,158 New
ITIM
379
Indiana Trust & Investment Management
Indiana
$360K
SPFA
380
Summit Place Financial Advisors
New Jersey
$352K
RWIA
381
Roger Wittlin Investment Advisory
California
$349K -$94.1K -1,602 -21%
AC
382
Anson Capital
Georgia
$340K +$125K +2,123 +58%
EI
383
Ellevest Inc
New York
$336K -$48.7K -829 -13%
Credit Agricole
384
Credit Agricole
France
$330K +$154K +2,622 +87%
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$329K +$329K +5,609 New
PL
386
Perpetual Ltd
Australia
$328K
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$323K -$4.75K -81 -1%
OC
388
Oppenheimer & Co
New York
$323K -$129K -2,193 -29%
Janney Montgomery Scott
389
Janney Montgomery Scott
Pennsylvania
$312K +$32.1K +548 +11%
WDA
390
Wendell David Associates
New Hampshire
$311K -$89.8K -1,530 -22%
MAM
391
Mystic Asset Management
Rhode Island
$308K
KA
392
Klingman & Associates
New York
$307K +$6.46K +110 +2%
ASN
393
Advisory Services Network
Georgia
$306K +$306K +5,204 New
EH
394
Equitable Holdings
New York
$303K +$9.75K +166 +3%
PA
395
Profund Advisors
Maryland
$298K -$5.05K -86 -2%
LIM
396
Longfellow Investment Management
Massachusetts
$297K
PAS
397
Park Avenue Securities
New York
$296K +$296K +5,047 New
RJT
398
Raymond James Trust
Florida
$296K -$528 -9 -0.2%
CIM
399
Cambria Investment Management
California
$296K
JF
400
Jump Financial
Illinois
$294K -$14.1K -241 -5%