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Equity Residential

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
376
Winton Group
United Kingdom
$425K +$425K +6,739 New
KeyBank National Association
377
KeyBank National Association
Ohio
$424K +$424K +6,713 New
SC
378
Saturna Capital
Washington
$415K +$64.1K +1,015 +18%
CCIA
379
Campbell & Co Investment Adviser
Maryland
$411K -$929K -14,722 -69%
WA
380
Wealth Alliance
New York
$408K -$44.8K -710 -10%
CSIC
381
Clifford Swan Investment Counsel
California
$404K
Cerity Partners
382
Cerity Partners
New York
$397K +$397K +6,294 New
MCM
383
Mill Capital Management
North Carolina
$394K
FAFN
384
First Affirmative Financial Network
Colorado
$392K +$2.84K +45 +0.7%
LA
385
LVW Advisors
New York
$389K +$157K +2,486 +68%
Capstone Investment Advisors
386
Capstone Investment Advisors
New York
$388K +$388K +6,150 New
ITIM
387
Indiana Trust & Investment Management
Indiana
$387K
PAS
388
Park Avenue Securities
New York
$385K +$98.7K +1,566 +34%
AWM
389
Avior Wealth Management
Nebraska
$385K +$30.3K +480 +9%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$384K +$25.6K +405 +7%
SPFA
391
Summit Place Financial Advisors
New Jersey
$379K
CCP
392
Carmel Capital Partners
California
$371K +$39.1K +619 +12%
HCM
393
Howland Capital Management
Massachusetts
$369K -$12.8K -200 -3%
IMCOOI
394
Investment Management Corp of Ontario (IMCO)
Canada
$368K -$164K -2,600 -31%
GAM
395
Groupama Asset Management
France
$364K -$1.4M -22,120 -79%
RJT
396
Raymond James Trust
Florida
$361K +$16.2K +256 +5%
EF
397
Empowered Funds
Pennsylvania
$355K +$87.7K +1,389 +33%
MFIM
398
Mesirow Financial Investment Management
Illinois
$350K +$86.5K +1,370 +33%
MAM
399
Mystic Asset Management
Rhode Island
$344K +$12.6K +200 +4%
IWM
400
IHT Wealth Management
Illinois
$344K +$344K +5,446 New