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Equity Residential
EQR

Overview Fund Activity

500 hedge funds and large institutions have $26.3B invested in Equity Residential in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.34%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.64%
New
50
Increased
174
Reduced
180
Closed
42
Calls
$38.8M
Puts
$19.5M
Net Calls
+$19.2M
Net Calls Change
+$16.6M

Top Buyers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$978M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.75B
3
Norges Bank
3
Norges Bank
Norway
$194M
4
LIMS
4
Lasalle Investment Management Securities
Maryland
$884M
5
Invesco
5
Invesco
Georgia
$430M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.18B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$814M
3
IG
3
ING Group
Netherlands
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$477M
5
BC
5
Brookfield Corp
Ontario, Canada
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$41K – – –
FIB
452
First Interstate Bank
Montana
$39K – – –
FFC
453
First Financial Corp
Indiana
$38K – – –
WRM
454
Westport Resources Management
Connecticut
$38K – – –
FPFS
455
First Personal Financial Services
North Carolina
$38K -$41K – –
SNT
456
Security National Trust
West Virginia
$38K – – –
RFS
457
Rockefeller Financial Services
New York
$36K +$36K +482 New
ZB
458
Zions Bancorporation
Utah
$33K +$208 +3 +0.6%
WTB
459
Washington Trust Bank
Washington
$32K – – –
CB
460
Community Bank
New York
$30K -$7.5K -100 -20%
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$29K +$20.4K +270 +239%
BBHC
462
Brown Brothers Harriman & Co
New York
$28K – – –
SI
463
Sentry Investments
Ontario, Canada
$27.8K +$27.8K +370,000 New
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +357 New
EMG
465
ETF Managers Group
New Jersey
$25K +$25K +398 New
AIM
466
Acrospire Investment Management
Illinois
$23K +$23K +300 New
FWM
467
Focused Wealth Management
New York
$22K – – –
IWM
468
Integrated Wealth Management
California
$19K – – –
TFO
469
Tarbox Family Office
California
$18K -$766 -10 -4%
SGAM
470
Smith Group Asset Management
Texas
$17K +$17K +220 New
ADL
471
Asset Dedication LLC
California
$15K – – –
QCG
472
Quadrant Capital Group
Ohio
$14K -$2.95K -43 -17%
FAM
473
Formidable Asset Management
Ohio
$14K – – –
GT
474
Glenmede Trust
Pennsylvania
$13K -$25.4K -373 -66%
VIA
475
Vantage Investment Advisors
Pennsylvania
$11K – – –
17 18
19
20 21