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Equity Residential

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
451
OneDigital Investment Advisors
Kansas
$213K +$213K +3,235 New
MIM
452
Marco Investment Management
Georgia
$212K +$212K +3,214 New
AAIM
453
Asset Advisors Investment Management
Georgia
$211K +$211K +3,200 New
LJAC
454
L.J. Altfest & Co
New York
$211K +$211K +3,192 New
SS
455
Simplicity Solutions
Minnesota
$211K +$211K +3,192 New
JIC
456
Johnson Investment Counsel
Ohio
$210K +$210K +3,185 New
ECM
457
Evergreen Capital Management
Washington
$210K +$210K +3,153 New
PFO
458
Pathstone Family Office
New Jersey
$208K +$208K +3,132 New
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$205K +$11.5K +174 +6%
SFI
460
Siemens Fonds Invest
Germany
$205K +$205K +3,118 New
MWM
461
Modera Wealth Management
New Jersey
$203K +$203K +3,078 New
Credit Agricole
462
Credit Agricole
France
$198K -$174K -2,640 -47%
AWM
463
Avior Wealth Management
Nebraska
$196K +$101K +1,528 +106%
T
464
TOBAM
France
$166K -$34.3K -518 -17%
PA
465
Parallel Advisors
California
$163K +$4.29K +65 +3%
WT
466
Whittier Trust
California
$161K -$1.06K -16 -0.7%
NSIM
467
North Star Investment Management
Illinois
$152K +$264 +4 +0.2%
SIM
468
Sentry Investment Management
Wisconsin
$146K
HPC
469
HM Payson & Co
Maine
$144K
M
470
MOTCO
Texas
$140K +$396 +6 +0.3%
Lazard Asset Management
471
Lazard Asset Management
New York
$140K -$206K -3,138 -60%
GEA
472
Glen Eagle Advisors
New Jersey
$138K -$3.56K -54 -3%
CCP
473
Carmel Capital Partners
California
$136K +$16.6K +251 +14%
OIA
474
Optimum Investment Advisors
Illinois
$132K
Federated Hermes
475
Federated Hermes
Pennsylvania
$132K -$117K -1,769 -47%