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Equity Residential

573 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 229 increasing their positions, 188 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-20
Holders Change %
-3.37%
% of All Funds
9.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
66
Increased
229
Reduced
188
Closed
72
Calls
$36.6M
Puts
$30.2M
Net Calls
+$6.39M
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Shares
Change %
M
451
Mirova
France
$108K -$86.1K -1,435 -44%
TF
452
Tompkins Financial
New York
$105K +$105K +1,750 New
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$102K -$6.3K -105 -6%
ASN
454
Advisory Services Network
Georgia
$91.7K +$13.6K +227 +17%
KFP
455
KB Financial Partners
New Jersey
$90K +$1.56K +26 +2%
AWM
456
Avior Wealth Management
Nebraska
$86.5K +$9.6K +160 +12%
WTC
457
WhitTier Trust Company
Nevada
$84.8K +$840 +14 +1%
C
458
Covestor
United Kingdom
$80K -$4.43K -74 -5%
DAM
459
Delta Asset Management
Tennessee
$79.8K -$4.5K -75 -5%
MCM
460
Manchester Capital Management
Vermont
$74.6K +$2.46K +41 +3%
MA
461
Montag & Associates
Georgia
$73.6K
AA
462
Alta Advisers
United Kingdom
$72K
LB
463
Legacy Bridge
Iowa
$70.8K
MC
464
Muzinich & Co
New York
$66.4K
AAS
465
Ameritas Advisory Services
Nebraska
$65.4K +$65.4K +1,068 New
PFBT
466
Parkside Financial Bank & Trust
Missouri
$61.3K +$5.76K +96 +10%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$61.1K
BC
468
Bartlett & Co
Ohio
$61K
WP
469
WealthPLAN Partners
Nebraska
$60K +$60K +1,000 New
BWP
470
Baldwin Wealth Partners
Massachusetts
$57.2K
Jones Financial Companies
471
Jones Financial Companies
Missouri
$55.2K
FCB
472
First Command Bank
Texas
$54K
FCFS
473
First Command Financial Services
Texas
$54K
EWA
474
EverSource Wealth Advisors
Alabama
$52.7K +$11.6K +194 +28%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$44.6K -$10.3K -172 -19%