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Equity Residential
EQR

Overview Fund Activity

553 hedge funds and large institutions have $21.8B invested in Equity Residential in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 101 closing their positions.

Holders
553
Holders Change
-40
Holders Change %
-6.75%
% of All Funds
12.22%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
65
Increased
199
Reduced
202
Closed
101
Calls
$46.4M
Puts
$12.6M
Net Calls
+$33.8M
Net Calls Change
-$21.8M

Top Buyers

1
BPSG
1
Brookfield Public Securities Group
New York
$157M
2
Cohen & Steers
2
Cohen & Steers
New York
$603M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$137M
4
Invesco
4
Invesco
Georgia
$375M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$210M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$204M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
Macquarie Group
3
Macquarie Group
Australia
$610M
4
Morgan Stanley
4
Morgan Stanley
New York
$180M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$80.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Group One Trading
451
Group One Trading
Illinois
$74K 1,207 +1,207 New
LB
452
Legacy Bridge
Iowa
$73K 1,180 – –
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$66K 1,068 -962 -47%
ST
454
Smithfield Trust
Pennsylvania
$62K 1,000 – –
CIA
455
CSat Investment Advisory
Michigan
$60K 981 +118 +14%
MCM
456
McMillion Capital Management
North Carolina
$57K 930 – –
AssetMark Inc
457
AssetMark Inc
California
$57K 918 +790 +617%
FCB
458
First Command Bank
Texas
$56K 900 – –
FCFS
459
First Command Financial Services
Texas
$56K 900 – –
BII
460
Bainco International Investors
Massachusetts
$56K 900 +900 New
TCM
461
Tradewinds Capital Management
Washington
$53K 860 – –
SPIA
462
Steward Partners Investment Advisory
New York
$52K 845 +1 +0.1%
NICM
463
Neo Ivy Capital Management
New York
$49K 798 -3,670 -82%
EI
464
Ellevest Inc
New York
$47K 765 +310 +68%
CA
465
Clearstead Advisors
Ohio
$43K 702 +702 New
IA
466
IFP Advisors
Florida
$42K 713 -3,964 -85%
WT
467
Washington Trust
Rhode Island
$42K 680 +680 New
MHR
468
Matthew Hamilton Rosenberg
$41K 650 +650 New
BCA
469
Berman Capital Advisors
Georgia
$40K 669 +514 +332%
ASN
470
Advisory Services Network
Georgia
$37K 604 -3,332 -85%
LWM
471
Liberty Wealth Management
California
$37K 602 +5 +0.8%
ECM
472
Estabrook Capital Management
New York
$36.9K 598 +598 New
TFS
473
TrustCore Financial Services
Tennessee
$33K 530 – –
GT
474
Glenmede Trust
Pennsylvania
$33K 416 – –
FPFS
475
First Personal Financial Services
North Carolina
$31K 500 -19 -4%
17 18
19
20 21