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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$348K +$145K +1,912 +73%
MAFM
402
Mid Atlantic Financial Management
Pennsylvania
$340K +$2.5K +33 +0.8%
EGM
403
Engineers Gate Manager
New York
$338K +$332K +4,389 New
SIC
404
Salem Investment Counselors
North Carolina
$337K +$293K +3,871 +774%
VPIM
405
Vanguard Personalized Indexing Management
California
$336K +$4.01K +53 +1%
GI
406
Glovista Investments
New Jersey
$335K -$52.9K -700 -14%
TMAM
407
Tokio Marine Asset Management
Japan
$333K -$16.2K -214 -5%
GAMC
408
Garner Asset Management Corp
Texas
$330K -$3.33K -44 -1%
ER
409
Enlightenment Research
Florida
$323K +$317K +4,200 New
MA
410
MUFG Americas
New York
$322K
EI
411
Ellevest Inc
New York
$322K +$47.8K +632 +18%
HPWM
412
Highland Private Wealth Management
Washington
$320K +$1.28K +17 +0.4%
AIS
413
American Investment Services
Massachusetts
$314K -$68.9K -912 -18%
FRA
414
Frank Rimerman Advisors
California
$311K
Lazard Asset Management
415
Lazard Asset Management
New York
$309K -$234K -3,092 -43%
SBH
416
Segall Bryant & Hamill
Illinois
$308K
NIM
417
NuWave Investment Management
New Jersey
$301K +$296K +3,911 New
SSG
418
Summit Securities Group
New York
$294K +$288K +3,814 New
LAIC
419
Lederer & Associates Investment Counsel
California
$293K -$18.7K -248 -6%
JAM
420
Jupiter Asset Management
United Kingdom
$293K +$288K +3,809 New
First Manhattan
421
First Manhattan
New York
$292K
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$291K +$82.8K +1,095 +41%
Impax Asset Management Group
423
Impax Asset Management Group
United Kingdom
$291K +$286K +3,779 New
AAM
424
Advisors Asset Management
Colorado
$286K +$26.4K +349 +10%
Arrowstreet Capital
425
Arrowstreet Capital
Massachusetts
$285K +$280K +3,700 New

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.