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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
426
Frank Rimerman Advisors
California
$237K
SBH
427
Segall Bryant & Hamill
Illinois
$236K
QIM
428
Quantitative Investment Management
Virginia
$234K +$248K +3,967 New
EI
429
Ellevest Inc
New York
$233K -$80.4K -1,284 -25%
HT
430
HighTower Trust
Texas
$231K +$1.38K +22 +0.6%
CI
431
Conning Inc
Connecticut
$230K
PAS
432
Park Avenue Securities
New York
$229K +$9.2K +147 +4%
CCIA
433
Campbell & Co Investment Adviser
Maryland
$227K +$241K +3,850 New
Federated Hermes
434
Federated Hermes
Pennsylvania
$227K -$204K -3,261 -46%
CWM
435
C2C Wealth Management
Arizona
$225K
CA
436
Cornerstone Advisory
Maryland
$224K +$238K +3,805 New
DS
437
DRW Securities
Illinois
$222K -$16.6K -265 -7%
FMAEN1
438
Fund Management at Engine No 1
California
$221K +$30.7K +490 +15%
KWM
439
Kingsview Wealth Management
Oregon
$219K +$232K +3,710 New
SGI
440
Summit Global Investments
Utah
$216K -$1.31K -21 -0.6%
TFA
441
Transamerica Financial Advisors
Florida
$216K -$1.31K -21 -0.6%
FWP
442
Firethorn Wealth Partners
Georgia
$211K +$1.63K +26 +0.7%
AIS
443
American Investment Services
Massachusetts
$209K
EIP
444
Ellis Investment Partners
Pennsylvania
$206K
FFA
445
First Foundation Advisors
California
$203K -$44.6K -712 -17%
KeyBank National Association
446
KeyBank National Association
Ohio
$203K +$21.8K +349 +11%
JIC
447
Johnson Investment Counsel
Ohio
$202K -$47.3K -756 -18%
M
448
Mirova
France
$191K +$53.2K +850 +36%
DZ Bank
449
DZ Bank
Germany
$177K +$188K +3,000 New
CFGS
450
Concourse Financial Group Securities
Alabama
$159K +$13.5K +215 +9%

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.