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Equity Residential

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
451
Baron Wealth Management
Michigan
$226K +$18.4K +291 +9%
IC
452
IEQ Capital
California
$223K +$223K +3,540 New
VSQM
453
V-Square Quantitative Management
Illinois
$222K
Acadian Asset Management
454
Acadian Asset Management
Massachusetts
$220K +$220K +3,496 New
SAI
455
Savvy Advisors Inc
New York
$219K +$219K +3,467 New
SAS
456
Stelac Advisory Services
New York
$217K +$217K +3,400 New
SP
457
Successful Portfolios
Florida
$213K -$13K -206 -6%
CCA
458
Checchi Capital Advisers
California
$213K +$213K +3,369 New
EW
459
Evoke Wealth
California
$208K +$208K +3,257 New
Bessemer Group
460
Bessemer Group
New Jersey
$207K +$54.6K +865 +36%
AWA
461
Acorn Wealth Advisors
Michigan
$204K +$204K +3,228 New
Envestnet Portfolio Solutions
462
Envestnet Portfolio Solutions
Illinois
$200K -$14.8K -235 -7%
HDIM
463
Hanson & Doremus Investment Management
Vermont
$197K
SSG
464
Summit Securities Group
New York
$189K -$31.5K -500 -14%
HNB
465
Huntington National Bank
Ohio
$176K -$8.71K -138 -5%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$168K +$7.2K +114 +4%
S
467
SignatureFD
Georgia
$165K +$39.1K +620 +31%
RIL
468
Rothschild Investment LLC
Illinois
$161K -$10.5K -166 -6%
T
469
TOBAM
France
$160K +$15.4K +245 +11%
M
470
MOTCO
Texas
$140K +$6.25K +99 +5%
HPC
471
HM Payson & Co
Maine
$139K +$1.58K +25 +1%
NSIM
472
North Star Investment Management
Illinois
$137K +$4.99K +79 +4%
PA
473
Parallel Advisors
California
$131K +$27.8K +440 +27%
Federated Hermes
474
Federated Hermes
Pennsylvania
$127K -$1.83K -29 -1%
OIA
475
Optimum Investment Advisors
Illinois
$126K