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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
451
Ameritas Investment Partners
Nebraska
$235K -$15.4K -266 -6%
CPRC
452
Consolidated Portfolio Review Corp
New York
$232K +$220K +3,799 New
Los Angeles Capital Management
453
Los Angeles Capital Management
California
$227K -$923K -15,948 -81%
Marshall Wace
454
Marshall Wace
United Kingdom
$226K +$214K +3,700 New
LA
455
LVW Advisors
New York
$224K +$212K +3,670 New
Jones Financial Companies
456
Jones Financial Companies
Missouri
$222K +$156K +2,703 +294%
QI
457
Qtron Investments
Massachusetts
$221K +$209K +3,608 New
SP
458
Successful Portfolios
Florida
$219K -$3.47K -60 -2%
SFA
459
Sequoia Financial Advisors
Ohio
$216K +$204K +3,524 New
GAMC
460
Garner Asset Management Corp
Texas
$215K -$36.5K -631 -15%
VSQM
461
V-Square Quantitative Management
Illinois
$215K
GCP
462
GSA Capital Partners
United Kingdom
$215K +$204K +3,519 New
ASN
463
Advisory Services Network
Georgia
$214K -$98.2K -1,698 -33%
HC
464
Henshaw Capital
Massachusetts
$214K
SSG
465
Summit Securities Group
New York
$214K +$203K +3,500 New
CCM
466
Coldstream Capital Management
Washington
$212K +$200K +3,459 New
Assenagon Asset Management
467
Assenagon Asset Management
Luxembourg
$209K -$59.5K -1,029 -23%
Envestnet Portfolio Solutions
468
Envestnet Portfolio Solutions
Illinois
$208K +$197K +3,407 New
GI
469
GAMMA Investing
California
$208K +$200K +3,455 New
CA
470
Cornerstone Advisory
Maryland
$205K +$194K +3,345 New
BWM
471
Baron Wealth Management
Michigan
$201K +$190K +3,289 New
HDIM
472
Hanson & Doremus Investment Management
Vermont
$191K +$463 +8 +0.3%
DGAM
473
Desjardins Global Asset Management
Quebec, Canada
$182K +$2.31K +40 +1%
HNB
474
Huntington National Bank
Ohio
$179K -$5.96K -103 -3%
PI
475
PGGM Investments
Netherlands
$169K +$160K +2,771 New