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Equity Residential
EQR

Overview Fund Activity

631 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+43
Holders Change %
+7.31%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
100
Increased
197
Reduced
240
Closed
50
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$486M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$567M
3
DCP
3
D1 Capital Partners
New York
$271M
4
Norges Bank
4
Norges Bank
Norway
$2.14B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$121M

Top Sellers

1
RC
1
Resolution Capital
Australia
$242M
2
CTC
2
Chai Trust Company
Illinois
$78M
3
HRES
3
Heitman Real Estate Securities
Illinois
$11.7M
4
Northern Trust
4
Northern Trust
Illinois
$262M
5
Macquarie Group
5
Macquarie Group
Australia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
451
Consolidated Portfolio Review Corp
New York
$232K +$232K +3,799 New
Los Angeles Capital Management
452
Los Angeles Capital Management
California
$227K -$975K -15,948 -81%
Marshall Wace
453
Marshall Wace
United Kingdom
$226K +$226K +3,700 New
LA
454
LVW Advisors
New York
$224K +$224K +3,670 New
Jones Financial Companies
455
Jones Financial Companies
Missouri
$222K +$165K +2,703 +294%
QI
456
Qtron Investments
Massachusetts
$221K +$221K +3,608 New
SP
457
Successful Portfolios
Florida
$219K -$3.67K -60 -2%
SFA
458
Sequoia Financial Advisors
Ohio
$216K +$216K +3,524 New
GAMC
459
Garner Asset Management Corp
Texas
$215K -$37.1K -631 -15%
VSQM
460
V-Square Quantitative Management
Illinois
$215K – – –
GCP
461
GSA Capital Partners
United Kingdom
$215K +$215K +3,519 New
ASN
462
Advisory Services Network
Georgia
$214K -$104K -1,698 -33%
SSG
463
Summit Securities Group
New York
$214K +$214K +3,500 New
CCM
464
Coldstream Capital Management
Washington
$212K +$212K +3,459 New
Assenagon Asset Management
465
Assenagon Asset Management
Luxembourg
$209K -$62.9K -1,029 -23%
Envestnet Portfolio Solutions
466
Envestnet Portfolio Solutions
Illinois
$208K +$208K +3,407 New
GI
467
GAMMA Investing
California
$208K +$208K +3,455 New
CA
468
Cornerstone Advisory
Maryland
$205K +$205K +3,345 New
BWM
469
Baron Wealth Management
Michigan
$201K +$201K +3,289 New
HDIM
470
Hanson & Doremus Investment Management
Vermont
$191K +$489 +8 +0.3%
DGAM
471
Desjardins Global Asset Management
Quebec, Canada
$182K +$2.45K +40 +1%
HNB
472
Huntington National Bank
Ohio
$179K -$6.3K -103 -3%
PI
473
PGGM Investments
Netherlands
$169K +$169K +2,771 New
RIL
474
Rothschild Investment LLC
Illinois
$166K +$166K +2,721 New
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$156K -$62.5K -1,020 -29%
17 18
19
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