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Equity Residential

631 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+43
Holders Change %
+7.31%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
100
Increased
197
Reduced
240
Closed
50
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
401
First Affirmative Financial Network
Colorado
$377K -$1.71K -28 -0.5%
PA
402
Profund Advisors
Maryland
$377K +$66.5K +1,087 +21%
ITIM
403
Indiana Trust & Investment Management
Indiana
$375K
HCM
404
Howland Capital Management
Massachusetts
$370K -$46.4K -750 -11%
SPFA
405
Summit Place Financial Advisors
New Jersey
$367K
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$347K -$89.2K -1,459 -20%
AWM
407
Avior Wealth Management
Nebraska
$344K +$161K +2,635 +88%
PL
408
Perpetual Ltd
Australia
$342K
SC
409
Saturna Capital
Washington
$340K +$340K +5,555 New
TSS
410
Two Sigma Securities
New York
$335K +$335K +5,480 New
RJT
411
Raymond James Trust
Florida
$334K +$26.5K +433 +9%
Bank Julius Baer & Co
412
Bank Julius Baer & Co
Switzerland
$331K +$258K +4,211 +349%
WDA
413
Wendell David Associates
New Hampshire
$324K
CCP
414
Carmel Capital Partners
California
$322K +$69.8K +1,142 +28%
Janney Montgomery Scott
415
Janney Montgomery Scott
Pennsylvania
$322K -$3.67K -60 -1%
MAM
416
Mystic Asset Management
Rhode Island
$321K
Arrowstreet Capital
417
Arrowstreet Capital
Massachusetts
$315K +$315K +5,147 New
BCM
418
Bayesian Capital Management
New York
$313K +$313K +5,111 New
EC
419
Elequin Capital
New York
$311K +$311K +5,091 New
KA
420
Klingman & Associates
New York
$311K -$9.17K -150 -3%
LIM
421
Longfellow Investment Management
Massachusetts
$310K
NA
422
NewEdge Advisors
Louisiana
$308K +$4.22K +69 +1%
CIM
423
Cambria Investment Management
California
$308K
MNBTD
424
Moody National Bank Trust Division
Texas
$306K -$213K -3,482 -41%
NIM
425
NEOS Investment Management
Connecticut
$299K +$71.7K +1,173 +32%