We are live on ! Find out more
EQR icon

Equity Residential

405 hedge funds and large institutions have $19.1B invested in Equity Residential in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $25M | Put options by funds: $13.2M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.8% more ownership

Funds ownership: 98.41%99.21% (+0.8%)

0% less funds holding

Funds holding: 406405 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

8% less capital invested

Capital invested by funds: $20.7B → $19.1B (-$1.55B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
405
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
13.13%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.84%
New
36
Increased
139
Reduced
148
Closed
34
Calls
$25M
Puts
$13.2M
Net Calls
+$11.8M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$200M +$6.34M +114,978 +3%
BC
27
Brookfield Corp
Ontario, Canada
$179M +$168M +3,052,517 +1,050%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$160M -$4.5M -81,588 -3%
N
29
Nuveen
North Carolina
$153M +$8.26M +149,982 +6%
Norges Bank
30
Norges Bank
Norway
$148M -$185K -3,358 -0.1%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$146M +$11.7M +212,982 +8%
TA
32
Teachers Advisors
New York
$144M +$11.8M +213,865 +9%
Principal Financial Group
33
Principal Financial Group
Iowa
$127M -$7.01M -127,254 -5%
ACM
34
Adelante Capital Management
California
$112M +$1.43M +25,934 +1%
JP Morgan Chase
35
JP Morgan Chase
New York
$111M -$74.7M -1,355,390 -40%
Legal & General Group
36
Legal & General Group
United Kingdom
$110M +$2.82M +51,131 +3%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$106M -$43.8M -795,707 -29%
DPIM
38
Duff & Phelps Investment Management
Illinois
$98M -$6.53M -118,435 -6%
RFC
39
Russell Frank Company
Washington
$93.1M +$4.75M +86,151 +5%
Goldman Sachs
40
Goldman Sachs
New York
$90.5M -$1.6M -29,058 -2%
UBS AM
41
UBS AM
Illinois
$88M -$4.54M -82,378 -5%
TCIM
42
TIAA CREF Investment Management
New York
$87.9M +$4.56M +82,751 +5%
BA
43
BlackRock Advisors
Delaware
$87M -$5.15M -93,528 -5%
HRES
44
Heitman Real Estate Securities
Illinois
$73.5M -$3.19M -57,835 -4%
SO
45
STRS Ohio
Ohio
$73M -$697K -12,640 -0.9%
Barclays
46
Barclays
United Kingdom
$69.6M +$34.8M +631,953 +93%
Asset Management One
47
Asset Management One
Japan
$69.6M -$132K -2,399 -0.2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$63.3M +$292K +5,291 +0.4%
Charles Schwab
49
Charles Schwab
California
$63.1M +$4.8M +87,104 +8%
CS
50
Credit Suisse
Switzerland
$62.8M -$49.4M -896,548 -43%