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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Peak Financial Advisors
Colorado
$510K +$83.6K +972 +21%
MAM
402
Mystic Asset Management
Rhode Island
$493K +$469K +5,451 New
LI
403
Latash Investments
Alaska
$488K
LS
404
Livforsakringsbolaget Skandia
Sweden
$472K -$301K -3,500 -40%
FFA
405
First Foundation Advisors
California
$468K -$25.8K -300 -5%
KA
406
Klingman & Associates
New York
$462K +$1.81K +21 +0.4%
WA
407
Wealth Alliance
New York
$456K -$38.8K -451 -8%
EI
408
Ellevest Inc
New York
$454K +$59.2K +688 +16%
ANRIA
409
American National Registered Investment Advisor
Texas
$453K
PFO
410
Pathstone Family Office
New Jersey
$451K +$134K +1,563 +46%
CI
411
Conning Inc
Connecticut
$446K +$6.97K +81 +2%
CAN
412
Cetera Advisor Networks
California
$441K
VF
413
Vista Finance
Missouri
$437K +$415K +4,827 New
RFC
414
Regions Financial Corp
Alabama
$433K -$125K -1,453 -23%
SP
415
Successful Portfolios
Florida
$423K
AIP
416
Ameritas Investment Partners
Nebraska
$415K
JWCA
417
J.W. Coons Advisors
Ohio
$414K -$79.7K -926 -17%
JIC
418
Johnson Investment Counsel
Ohio
$407K +$112K +1,302 +41%
FRM
419
Fox Run Management
Connecticut
$400K +$380K +4,421 New
HDIM
420
Hanson & Doremus Investment Management
Vermont
$396K -$3.18K -37 -0.8%
SIC
421
Salem Investment Counselors
North Carolina
$396K
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$395K -$1.42M -16,453 -79%
GWMIA
423
Global Wealth Management Investment Advisory
Florida
$394K -$9.29K -108 -2%
BWP
424
BSW Wealth Partners
Colorado
$394K +$20.5K +238 +6%
GAMC
425
Garner Asset Management Corp
Texas
$389K +$430 +5 +0.1%