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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
451
Weld Capital Management
New York
$230K +$225K +2,981 New
CCA
452
Checchi Capital Advisers
California
$230K +$226K +2,991 New
PFM
453
Parsec Financial Management
North Carolina
$228K
LJAC
454
L.J. Altfest & Co
New York
$227K -$43.8K -579 -16%
Nomura Holdings
455
Nomura Holdings
Japan
$225K -$2.53M -33,453 -92%
CPA
456
Capital Planning Advisors
California
$225K +$221K +2,928 New
DDC
457
DF Dent & Co
Maryland
$218K
PS
458
Planned Solutions
California
$215K
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$215K +$211K +2,786 New
AAS
460
Avantax Advisory Services
Texas
$213K +$207K +2,734 New
CG
461
Caprock Group
Idaho
$213K +$208K +2,748 New
LWM
462
Loveless Wealth Management
Montana
$212K -$68K -900 -25%
IC
463
IEQ Capital
California
$211K -$67.3K -890 -25%
BBP
464
Banco BTG Pactual
Brazil
$206K +$202K +2,673 New
FIM
465
Freedom Investment Management
Connecticut
$205K +$201K +2,664 New
NSIM
466
North Star Investment Management
Illinois
$204K
RIA
467
Realta Investment Advisors
Delaware
$204K +$200K +2,650 New
Baird Financial Group
468
Baird Financial Group
Wisconsin
$203K -$35.4K -468 -15%
QT
469
Quantbot Technologies
New York
$189K +$186K +2,467 New
KFP
470
KB Financial Partners
New Jersey
$166K -$58.3K -771 -26%
BDS
471
Banco de Sabadell
Florida
$164K +$25K +331 +19%
APP
472
Alpha Paradigm Partners
Illinois
$162K +$159K +2,100 New
Jones Financial Companies
473
Jones Financial Companies
Missouri
$160K -$7.56K -100 -5%
Bessemer Group
474
Bessemer Group
New Jersey
$160K -$76 -1 -0%
PA
475
Parallel Advisors
California
$157K +$35.3K +467 +30%

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.