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Equity Residential
EQR

Overview Fund Activity

543 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
182
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$184M
2
BlackRock
2
BlackRock
New York
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
HRES
4
Heitman Real Estate Securities
Illinois
$105M
5
B
5
Barings
North Carolina
$74M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$216M
2
ACM
2
AEW Capital Management
Massachusetts
$2.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$294M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$572M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
451
First Command Financial Services
Texas
$59K – – –
FCB
452
First Command Bank
Texas
$59K – – –
HFM
453
Harvest Fund Management
China
$59K – – –
TCM
454
Tradewinds Capital Management
Washington
$57K – – –
SIA
455
SeaBridge Investment Advisors
New Jersey
$53K – – –
NCM
456
Nelson Capital Management
California
$51K – – –
FHA
457
First Horizon Advisors
Tennessee
$48K -$1.27K -19 -3%
APA
458
American Portfolios Advisors
New York
$46.2K +$13.2K +200 +40%
Parallax Volatility Advisers
459
Parallax Volatility Advisers
California
$41K -$316K -4,793 -89%
IDBONY
460
Israel Discount Bank of New York
New York
$41K +$656 +10 +2%
JA
461
JOYN Advisors
Georgia
$41K +$3.67K +56 +10%
ER
462
Enlightenment Research
Florida
$40K +$40K +600 New
SF
463
Synovus Financial
Georgia
$38K – – –
LWM
464
Liberty Wealth Management
California
$38K +$38K +580 New
BCWM
465
Bartlett & Co Wealth Management
Ohio
$37K – – –
BC
466
Bartlett & Co
Ohio
$37K – – –
ZB
467
Zions Bancorporation
Utah
$34K +$2.5K +38 +8%
BBA
468
Braun-Bostich & Associates
Pennsylvania
$34K +$9.36K +142 +38%
CA
469
Claro Advisors
Massachusetts
$34K +$34K +513 New
GRP
470
Global Retirement Partners
California
$32K – – –
LFA
471
Legacy Financial Advisors
Kentucky
$31K +$5.86K +89 +23%
RA
472
Rational Advisors
New York
$31K +$31K +474 New
TCOV
473
Trust Company of Vermont
Vermont
$29K -$2.57K -39 -8%
QCG
474
Quadrant Capital Group
Ohio
$28K -$602 -10 -2%
AAMU
475
Amundi Asset Management US
Massachusetts
$27.5K -$9.15K -138,650 -25%
17 18
19
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