Equity Residential
652 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 264 increasing their positions, 196 reducing their positions, and 50 closing their positions.
72% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 50
35% more call options, than puts
Call options by funds: $37.7M | Put options by funds: $27.9M
35% more repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 196
8% more capital invested
Capital invested by funds: $22.5B → $24.3B (+$1.81B)
5% more funds holding
Funds holding: 622 → 652 (+30)
1.34% less ownership
Funds ownership: 94.05% → 92.7% (-1.3%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$386M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$91.1M |
| 4 |
BAMCO Inc
New York
|
+$54.3M |
| 5 |
Goldman Sachs
New York
|
+$43.7M |
Top Sellers
| 1 |
DCP
D1 Capital Partners
New York
|
-$437M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$212M |
| 3 |
BlackRock
New York
|
-$111M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$72.9M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$55.4M |
EQR Hedge Fund Activity: Q2 2024 in Review
652 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2024, worth a combined $24.3B — up 8% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new EQR positions and 50 closed out — a net gain of 36 holders — while 264 added to existing stakes and 196 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $386M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $437M sold.
- 652 institutional investors held Equity Residential (EQR) as of Q2 2024, up from 622 in Q1 2024.
- Funds reported $24.3B of Equity Residential stock for Q2 2024, up 8% quarter-over-quarter.
- 86 funds opened new Equity Residential positions in Q2 2024 and 50 closed out, a net change of +36 holders.
- The largest Equity Residential buyer in Q2 2024 was Principal Financial Group, an estimated $386M added.
- The largest Equity Residential seller in Q2 2024 was D1 Capital Partners, an estimated $437M sold.
Based on aggregated 13F filings for Q2 2024.