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Equity Residential
EQR

Overview Fund Activity

614 hedge funds and large institutions have $23.1B invested in Equity Residential in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.62%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
70
Increased
218
Reduced
219
Closed
64
Calls
$52.5M
Puts
$36.9M
Net Calls
+$15.6M
Net Calls Change
-$21M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$99.3M
2
RC
2
Resolution Capital
Australia
$533M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$435M
4
Norges Bank
4
Norges Bank
Norway
$2.08B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$182M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$861M
2
LPC
2
Long Pond Capital
New York
$0
3
BlackRock
3
BlackRock
New York
$2.41B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$17.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
451
Oppenheimer Asset Management
New York
$250K +$38.4K +571 +18%
TFA
452
Transamerica Financial Advisors
Florida
$248K +$17.5K +259 +8%
SGI
453
Summit Global Investments
Utah
$247K +$17.3K +258 +8%
SFI
454
Siemens Fonds Invest
Germany
$243K – – –
HDIM
455
Hanson & Doremus Investment Management
Vermont
$241K -$4.5K -67 -2%
FWP
456
Firethorn Wealth Partners
Georgia
$239K – – –
AIS
457
American Investment Services
Massachusetts
$238K -$21.4K -318 -8%
AAS
458
Avantax Advisory Services
Texas
$236K +$44.2K +656 +23%
EIP
459
Ellis Investment Partners
Pennsylvania
$235K – – –
NWM
460
NEIRG Wealth Management
Massachusetts
$231K +$231K +3,433 New
GT
461
Greenleaf Trust
Michigan
$230K -$4.57K -68 -2%
GT
462
Glenmede Trust
Pennsylvania
$225K -$4.49K -67 -2%
EGM
463
Engineers Gate Manager
New York
$219K -$30.7K -456 -12%
FMAEN1
464
Fund Management at Engine No 1
California
$219K -$13.7K -204 -6%
CA
465
Commerzbank Aktiengesellschaft
Germany
$218K +$218K +3,232 New
SW
466
SVB Wealth
Massachusetts
$217K +$217K +3,232 New
MIM
467
Marco Investment Management
Georgia
$216K – – –
MML Investors Services
468
MML Investors Services
Massachusetts
$216K +$216K +3,212 New
5L
469
55I LLC
Massachusetts
$211K +$211K +3,151 New
KeyBank National Association
470
KeyBank National Association
Ohio
$208K +$208K +3,089 New
FCBT
471
First Citizens Bank & Trust
North Carolina
$207K – – –
DA
472
Duality Advisers
Florida
$204K +$204K +3,039 New
EM
473
Excalibur Management
Massachusetts
$203K – – –
SL
474
Summitry LLC
California
$202K – – –
NSIM
475
North Star Investment Management
Illinois
$202K +$23.6K +350 +13%
17 18
19
20 21