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Equity Residential

588 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 206 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-18
Holders Change %
-2.97%
% of All Funds
9.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
51
Increased
206
Reduced
227
Closed
63
Calls
$32.6M
Puts
$32.7M
Net Calls
-$103K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
426
American Investment Services
Massachusetts
$228K +$20K +340 +10%
FWP
427
Firethorn Wealth Partners
Georgia
$224K +$1.64K +28 +0.7%
GT
428
Greenleaf Trust
Michigan
$223K -$28.4K -484 -11%
NIM
429
NEOS Investment Management
Connecticut
$218K +$218K +3,721 New
Walleye Trading
430
Walleye Trading
New York
$216K +$216K +3,678 New
CCA
431
Checchi Capital Advisers
California
$216K -$22.3K -380 -9%
S
432
SignatureFD
Georgia
$215K -$26.6K -453 -11%
Bessemer Group
433
Bessemer Group
New Jersey
$214K -$211K -3,606 -50%
SP
434
Successful Portfolios
Florida
$214K -$411 -7 -0.2%
KPWS
435
Kestra Private Wealth Services
Texas
$213K +$213K +3,590 New
CWM
436
C2C Wealth Management
Arizona
$212K
HWM
437
HB Wealth Management
Georgia
$210K +$210K +3,575 New
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$209K +$26.5K +452 +15%
VSQM
439
V-Square Quantitative Management
Illinois
$206K +$168K +2,870 +444%
Fayez Sarofim & Co
440
Fayez Sarofim & Co
Texas
$204K -$67.7K -1,153 -25%
FWA
441
FSM Wealth Advisors
Ohio
$201K -$7.99K -136 -4%
HDIM
442
Hanson & Doremus Investment Management
Vermont
$183K -$6.92K -118 -4%
T
443
TOBAM
France
$179K +$31.6K +539 +21%
HNB
444
Huntington National Bank
Ohio
$178K -$13.1K -223 -7%
AWM
445
Avior Wealth Management
Nebraska
$175K +$822 +14 +0.5%
DGAM
446
Desjardins Global Asset Management
Quebec, Canada
$173K -$633K -10,788 -79%
WT
447
Whittier Trust
California
$146K +$2.94K +50 +2%
FIA
448
FNY Investment Advisers
New York
$145K +$87.7K +1,500 +153%
PA
449
Parallel Advisors
California
$143K -$2K -34 -1%
NSIM
450
North Star Investment Management
Illinois
$135K +$235 +4 +0.2%