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Equity Residential

554 hedge funds and large institutions have $24.8B invested in Equity Residential in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 177 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
9.76%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
67
Increased
177
Reduced
196
Closed
58
Calls
$66.6M
Puts
$99.1M
Net Calls
-$32.5M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
451
Bartlett & Co
Ohio
$86K -$28.5K -400 -25%
MCM
452
Manchester Capital Management
Vermont
$86K
LB
453
Legacy Bridge
Iowa
$85K
QCG
454
Quadrant Capital Group
Ohio
$81K +$19.5K +272 +32%
ARMC
455
American Research & Management Company
Massachusetts
$77K
SPIA
456
Steward Partners Investment Advisory
New York
$75.8K +$61.5K +858 +429%
FMP
457
Financial Management Professionals
Texas
$69K +$3.73K +52 +6%
FCFS
458
First Command Financial Services
Texas
$64K
FCB
459
First Command Bank
Texas
$64K
ZB
460
Zions Bancorporation
Utah
$62K -$5.7K -80 -8%
TCM
461
Tradewinds Capital Management
Washington
$62K
BCA
462
Berman Capital Advisors
Georgia
$61K +$918 +13 +2%
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$54K -$23.9K -333 -31%
CA
464
Clearstead Advisors
Ohio
$50K
FHA
465
First Horizon Advisors
Tennessee
$47K
DSC
466
Duncker Streett & Co
Missouri
$45K
CI
467
CX Institutional
Indiana
$44K +$10.6K +148 +32%
TFS
468
TrustCore Financial Services
Tennessee
$38K
LWM
469
Liberty Wealth Management
California
$38K
FPFS
470
First Personal Financial Services
North Carolina
$36K
SFP
471
Sterling Financial Planning
New Jersey
$36K
SIC
472
Salem Investment Counselors
North Carolina
$36K
RFA
473
Reilly Financial Advisors
California
$35K
FA
474
Financial Avengers
California
$33K +$283 +4 +0.9%
SWM
475
Spire Wealth Management
Virginia
$33K +$33K +453 New