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Equity Residential

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GS
426
GTS Securities
New York
$263K +$263K +3,983 New
BCM
427
Bayesian Capital Management
New York
$257K +$257K +3,900 New
CA
428
Cornerstone Advisory
Maryland
$256K +$4.42K +67 +2%
V
429
Veritable
Delaware
$254K +$12.1K +184 +5%
AWA
430
Arkadios Wealth Advisors
Georgia
$251K -$89.4K -1,355 -26%
FWP
431
Firethorn Wealth Partners
Georgia
$250K
CWM
432
C2C Wealth Management
Arizona
$250K
IC
433
IEQ Capital
California
$246K -$213K -3,222 -46%
AC
434
Anson Capital
Georgia
$242K +$242K +3,664 New
APWM
435
Atlas Private Wealth Management
New York
$241K +$241K +3,660 New
FWA
436
FSM Wealth Advisors
Ohio
$241K +$241K +3,565 New
SP
437
Successful Portfolios
Florida
$241K -$29.8K -451 -11%
AIS
438
American Investment Services
Massachusetts
$233K
KWM
439
Kingsview Wealth Management
Oregon
$232K -$17K -257 -7%
DI
440
DFPG Investments
Utah
$221K +$221K +3,252 New
EIP
441
Ellis Investment Partners
Pennsylvania
$220K -$10.6K -160 -5%
BFG
442
Bleakley Financial Group
New Jersey
$220K +$220K +3,335 New
CG
443
Caprock Group
Idaho
$218K +$218K +3,269 New
SCM
444
Sandler Capital Management
New York
$218K +$218K +3,300 New
CCM
445
Coldstream Capital Management
Washington
$217K +$217K +3,296 New
HNB
446
Huntington National Bank
Ohio
$215K -$52.8K -801 -20%
GHAM
447
Gilman Hill Asset Management
Connecticut
$214K +$214K +3,250 New
Man Group
448
Man Group
United Kingdom
$214K +$214K +3,245 New
HDIM
449
Hanson & Doremus Investment Management
Vermont
$214K
Simplex Trading
450
Simplex Trading
Illinois
$214K +$214K +3,259 New