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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
MC
426
Machina Capital
France
$277K +$272K +3,600 New
EIP
427
Ellis Investment Partners
Pennsylvania
$269K
MAM
428
Meeder Asset Management
Ohio
$267K +$24.6K +325 +10%
FWP
429
Firethorn Wealth Partners
Georgia
$266K +$1.13K +15 +0.4%
BWP
430
BSW Wealth Partners
Colorado
$266K +$32.9K +435 +14%
V
431
Veritable
Delaware
$265K +$10.4K +138 +4%
FFN
432
Focus Financial Network
Minnesota
$262K -$10.4K -138 -4%
HC
433
Henshaw Capital
Massachusetts
$262K +$257K +3,402 New
DTL
434
Dynamic Technology Lab
Singapore
$260K +$255K +3,371 New
GT
435
Greenleaf Trust
Michigan
$259K +$26K +344 +11%
SIM
436
Sentry Investment Management
Wisconsin
$258K -$6.58K -87 -3%
LIM
437
Longfellow Investment Management
Massachusetts
$257K -$159K -2,101 -39%
S
438
SignatureFD
Georgia
$255K +$53.7K +711 +27%
HPC
439
HM Payson & Co
Maine
$251K +$16K +212 +7%
MIM
440
Marco Investment Management
Georgia
$247K
Janney Montgomery Scott
441
Janney Montgomery Scott
Pennsylvania
$247K +$242K +3,202 New
OAM
442
Oppenheimer Asset Management
New York
$246K -$7.41K -98 -3%
JIC
443
Johnson Investment Counsel
Ohio
$245K
PFO
444
Pathstone Family Office
New Jersey
$239K +$233K +3,076 New
EM
445
Excalibur Management
Massachusetts
$237K -$3.78K -50 -2%
LAM
446
LifePro Asset Management
California
$236K
BC
447
Bridgefront Capital
Texas
$231K -$834K -11,039 -79%
HDIM
448
Hanson & Doremus Investment Management
Vermont
$231K -$75.6K -1,000 -18%
DAM
449
Doheny Asset Management
California
$231K
FCBT
450
First Citizens Bank & Trust
North Carolina
$231K

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.