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Equity Residential

690 hedge funds and large institutions have $22.3B invested in Equity Residential in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 246 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

8.36% more ownership

Funds ownership: 84.76%93.12% (+8.4%)

7% more capital invested

Capital invested by funds: $20.9B → $22.3B (+$1.38B)

0% more funds holding

Funds holding: 688690 (+2)

4% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 256

83% less call options, than puts

Call options by funds: $7.46M | Put options by funds: $44.1M

Holders
690
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
8.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.17%
New
86
Increased
246
Reduced
256
Closed
74
Calls
$7.46M
Puts
$44.1M
Net Calls
-$36.7M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
MAI Capital Management
Ohio
$256K +$7.79K +127 +3%
BCI
452
Brinker Capital Investments
Pennsylvania
$253K -$116K -1,898 -32%
SBFM
453
S-Bank Fund Management
Finland
$252K -$6.01K -98 -2%
TCA
454
Transcend Capital Advisors
New Jersey
$251K +$244K +3,981 New
PGFC
455
Peapack-Gladstone Financial Corp
New Jersey
$250K
FPL
456
Fortress Private Ledger
North Carolina
$250K -$23.3K -379 -9%
GT
457
Glenmede Trust
Pennsylvania
$248K +$241K +3,929 New
PA
458
Parallel Advisors
California
$247K -$26.6K -434 -10%
MFG
459
Merit Financial Group
Georgia
$245K -$111K -1,817 -32%
SWM
460
Segment Wealth Management
Texas
$242K +$15.8K +258 +7%
CCA
461
Checchi Capital Advisers
California
$238K -$34.1K -556 -13%
SVWAG
462
Sound View Wealth Advisors Group
Georgia
$235K -$3.74K -61 -2%
MWM
463
Mission Wealth Management
California
$233K -$42.7K -696 -16%
GS
464
GTS Securities
New York
$233K +$226K +3,689 New
CWM
465
C2C Wealth Management
Arizona
$232K
AIS
466
American Investment Services
Massachusetts
$231K
CI
467
Cigna Investments
Connecticut
$229K
DWT
468
Dorsey & Whitney Trust
South Dakota
$228K -$29.1K -475 -12%
SL
469
Summitry LLC
California
$228K +$25.8K +420 +13%
OAM
470
Ostrum Asset Management
France
$227K -$73.4K -1,196 -25%
PFM
471
Patton Fund Management
Texas
$226K +$22.7K +370 +12%
AFG
472
Atomi Financial Group
New York
$225K -$12.6K -206 -5%
IAS
473
Insigneo Advisory Services
Florida
$223K +$10.1K +165 +5%
SP
474
Successful Portfolios
Florida
$221K +$28.3K +461 +14%
Janney Montgomery Scott
475
Janney Montgomery Scott
Pennsylvania
$221K +$2.09K +34 +1%