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Equity Residential

702 hedge funds and large institutions have $25.3B invested in Equity Residential in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 222 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

22% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 222

3% more funds holding

Funds holding: 683702 (+19)

6% more call options, than puts

Call options by funds: $46.2M | Put options by funds: $43.5M

0.62% less ownership

Funds ownership: 93.7%93.08% (-0.62%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$198M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
702
Holders Change
+19
Holders Change %
+2.78%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
90
Increased
271
Reduced
222
Closed
65
Calls
$46.2M
Puts
$43.5M
Net Calls
+$2.69M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
376
NewEdge Wealth
Pennsylvania
$682K +$36.7K +520 +6%
CFP
377
Cascade Financial Partners
California
$663K +$449K +6,358 +219%
AWA
378
Arkadios Wealth Advisors
Georgia
$657K +$82.6K +1,169 +15%
KPWS
379
Kestra Private Wealth Services
Texas
$635K +$626K +8,865 New
SC
380
Saturna Capital
Washington
$622K +$101K +1,430 +20%
Focus Partners Wealth
381
Focus Partners Wealth
Massachusetts
$620K -$58K -821 -9%
NA
382
NewEdge Advisors
Louisiana
$615K +$282 +4 +0%
CA
383
Cornerstone Advisors
North Carolina
$608K
AssetMark Inc
384
AssetMark Inc
California
$602K +$44.4K +629 +8%
PA
385
Probity Advisors
Texas
$597K +$54.5K +771 +10%
LI
386
Latash Investments
Alaska
$589K
HCA
387
Harbor Capital Advisors
Illinois
$585K +$578K +8,178 New
BSA
388
Bull Street Advisors
Georgia
$581K
FG
389
Fiduciary Group
Georgia
$580K -$20.4K -289 -3%
WA
390
Wealth Alliance
New York
$568K +$32.9K +466 +6%
GLF
391
Groupe la Francaise
France
$565K -$17.3K -245 -3%
USAA
392
United Services Automobile Association
Texas
$550K +$544K +7,708 New
Cerity Partners
393
Cerity Partners
New York
$546K -$28.6K -405 -5%
KA
394
Kintegral Advisory
New York
$545K -$1.77K -25 -0.3%
MYAM
395
Meiji Yasuda Asset Management
Japan
$542K
IA
396
Inspire Advisors
Idaho
$538K -$48K -680 -8%
WC
397
Wexford Capital
Florida
$537K +$318K +4,500 +150%
EF
398
Empowered Funds
Pennsylvania
$536K +$16K +226 +3%
Fifth Third Bancorp
399
Fifth Third Bancorp
Ohio
$521K +$31.9K +451 +7%
WC
400
Waterloo Capital
Texas
$521K +$90.8K +1,286 +21%

EQR Hedge Fund Activity: Q1 2025 in Review

702 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2025, worth a combined $25.3B — down 0.77% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new EQR positions and 65 closed out — a net gain of 25 holders — while 271 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Heitman Real Estate Securities, cutting an estimated $96M.

  • 702 institutional investors held Equity Residential (EQR) as of Q1 2025, up from 683 in Q4 2024.
  • Funds reported $25.3B of Equity Residential stock for Q1 2025, down 0.77% quarter-over-quarter.
  • 90 funds opened new Equity Residential positions in Q1 2025 and 65 closed out, a net change of +25 holders.
  • The largest Equity Residential buyer in Q1 2025 was Citadel Advisors, an estimated $130M added.
  • The largest Equity Residential seller in Q1 2025 was Heitman Real Estate Securities, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2025.