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Equity Residential

554 hedge funds and large institutions have $24.8B invested in Equity Residential in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 177 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
9.76%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
67
Increased
177
Reduced
196
Closed
58
Calls
$66.6M
Puts
$99.1M
Net Calls
-$32.5M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
401
Ellevest Inc
New York
$255K +$60.9K +849 +31%
FFN
402
Focus Financial Network
Minnesota
$254K +$254K +3,520 New
LJAC
403
L.J. Altfest & Co
New York
$253K -$682K -9,529 -73%
EIP
404
Ellis Investment Partners
Pennsylvania
$251K
SIM
405
Sentry Investment Management
Wisconsin
$246K -$1.21M -16,894 -83%
M
406
MOTCO
Texas
$246K -$47.1K -659 -16%
FWP
407
Firethorn Wealth Partners
Georgia
$246K +$1.15K +16 +0.5%
PI
408
Putnam Investments
Massachusetts
$242K -$647K -9,035 -73%
AAM
409
Advisors Asset Management
Colorado
$241K -$9.53K -133 -4%
V
410
Veritable
Delaware
$237K +$237K +3,304 New
OAM
411
Oppenheimer Asset Management
New York
$236K +$236K +3,295 New
MIM
412
Marco Investment Management
Georgia
$230K +$230K +3,214 New
JIC
413
Johnson Investment Counsel
Ohio
$228K +$228K +3,153 New
MAM
414
Meeder Asset Management
Ohio
$225K +$63.9K +893 +40%
EM
415
Excalibur Management
Massachusetts
$224K +$224K +3,130 New
Baird Financial Group
416
Baird Financial Group
Wisconsin
$222K +$222K +3,103 New
TI
417
Telemetry Investments
New York
$221K -$61.6K -860 -22%
LAM
418
LifePro Asset Management
California
$220K +$220K +3,065 New
HPC
419
HM Payson & Co
Maine
$218K -$5.95K -83 -3%
BWP
420
BSW Wealth Partners
Colorado
$216K +$216K +3,015 New
GT
421
Greenleaf Trust
Michigan
$216K +$216K +3,018 New
FCBT
422
First Citizens Bank & Trust
North Carolina
$215K +$215K +3,000 New
SL
423
Summitry LLC
California
$215K +$215K +3,000 New
DAM
424
Doheny Asset Management
California
$215K +$215K +3,000 New
PFM
425
Parsec Financial Management
North Carolina
$212K +$212K +2,955 New