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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
401
DF Dent & Co
Maryland
$291K
PP
402
Prudential plc
United Kingdom
$290K +$37.9K +496 +15%
FIM
403
Freedom Investment Management
Connecticut
$282K -$27.9K -365 -9%
MA
404
Montag & Associates
Georgia
$282K
HNB
405
Huntington National Bank
Ohio
$282K +$12.5K +163 +5%
EIP
406
Ellis Investment Partners
Pennsylvania
$278K
QSS
407
Quantitative Systematic Strategies
Florida
$272K +$274K +3,587 New
ASN
408
Advisory Services Network
Georgia
$267K +$34.9K +457 +15%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$265K +$173K +2,262 +185%
MML Investors Services
410
MML Investors Services
Massachusetts
$262K +$263K +3,448 New
Baird Financial Group
411
Baird Financial Group
Wisconsin
$259K +$27.7K +362 +12%
AG
412
Advisor Group
Arizona
$255K +$18.3K +240 +8%
SP
413
Successful Portfolios
Florida
$254K -$3.06K -40 -1%
AF
414
Arrow Financial
New York
$254K +$49.7K +650 +24%
CIA
415
Capital Investment Advisors
Georgia
$248K +$249K +3,262 New
CIC
416
Carnegie Investment Counsel
Ohio
$247K
GT
417
Greenleaf Trust
Michigan
$246K +$12.3K +161 +5%
SC
418
Scotia Capital
Ontario, Canada
$245K -$131K -1,710 -35%
MIM
419
Marco Investment Management
Georgia
$244K
GI
420
Glovista Investments
New Jersey
$232K
QCMC
421
Quantum Capital Management (California)
California
$231K -$8.78K -115 -4%
PFM
422
Parsec Financial Management
North Carolina
$231K
Mariner
423
Mariner
Kansas
$229K +$230K +3,011 New
AMAL
424
Asset Management Advisors LLC
Oklahoma
$228K
DAM
425
Doheny Asset Management
California
$228K

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.