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Equity Residential

647 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+29
Holders Change %
+4.69%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
85
Increased
263
Reduced
196
Closed
50
Calls
$37.7M
Puts
$27.9M
Net Calls
+$9.77M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
451
Baron Wealth Management
Michigan
$256K +$7.42K +107 +3%
CWM
452
C2C Wealth Management
Arizona
$255K
IC
453
IEQ Capital
California
$254K +$8.81K +127 +4%
AIS
454
American Investment Services
Massachusetts
$252K -$16.7K -241 -6%
AIP
455
Ameritas Investment Partners
Nebraska
$252K -$14.6K -211 -5%
TNB
456
Thomasville National Bank
Georgia
$250K +$250K +3,600 New
Envestnet Portfolio Solutions
457
Envestnet Portfolio Solutions
Illinois
$247K +$26.9K +388 +12%
CCA
458
Checchi Capital Advisers
California
$244K +$10.6K +153 +5%
SAI
459
Savvy Advisors Inc
New York
$243K +$2.22K +32 +0.9%
Bank Julius Baer & Co
460
Bank Julius Baer & Co
Switzerland
$239K -$8.1K -121 -3%
PPW
461
Pasadena Private Wealth
California
$235K -$39.6K -571 -14%
GT
462
Greenleaf Trust
Michigan
$233K +$233K +3,360 New
CCM
463
Coldstream Capital Management
Washington
$232K +$232K +3,350 New
SP
464
Successful Portfolios
Florida
$230K -$4.09K -59 -2%
LCM
465
Landscape Capital Management
New Jersey
$227K +$227K +3,277 New
PAG
466
Private Advisor Group
New Jersey
$227K +$227K +3,276 New
Bessemer Group
467
Bessemer Group
New Jersey
$225K -$1.59K -23 -0.7%
AWA
468
Acorn Wealth Advisors
Michigan
$224K
NWM
469
Napa Wealth Management
California
$222K +$222K +3,202 New
GHAM
470
Gilman Hill Asset Management
Connecticut
$222K +$222K +3,200 New
NP
471
Nilsine Partners
Colorado
$218K +$218K +3,149 New
HDIM
472
Hanson & Doremus Investment Management
Vermont
$217K
Assenagon Asset Management
473
Assenagon Asset Management
Luxembourg
$214K +$214K +3,093 New
MWM
474
Modera Wealth Management
New Jersey
$213K +$213K +3,078 New
PF
475
Phoenix Financial
Israel
$213K +$213K +3,106 New