We are live on ! Find out more
EQR icon

Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$168M -$189M -3,025,110 -53%
ACM
27
AEW Capital Management
Massachusetts
$167M -$8.57M -137,500 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$151M +$4.78M +76,783 +3%
Franklin Resources
29
Franklin Resources
California
$145M +$3.91M +62,717 +3%
UBS AM
30
UBS AM
Illinois
$138M -$10.4M -166,646 -7%
Bank of America
31
Bank of America
North Carolina
$135M -$23.6M -379,081 -15%
Swiss National Bank
32
Swiss National Bank
Switzerland
$120M +$2.56M +41,100 +2%
Millennium Management
33
Millennium Management
New York
$104M +$101M +1,626,792 New
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$99.2M +$5.84M +93,764 +6%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$95.2M +$4.72M +75,700 +5%
Asset Management One
36
Asset Management One
Japan
$88M +$2.32M +37,191 +3%
ACM
37
Adelante Capital Management
California
$85.4M -$15.8M -253,826 -16%
American Century Companies
38
American Century Companies
Missouri
$85.3M -$400K -6,413 -0.5%
TA
39
Teachers Advisors
New York
$84.4M +$472K +7,579 +0.6%
CTC
40
Chai Trust Company
Illinois
$77.1M
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$75.5M +$1.36M +21,900 +2%
TCIM
42
TIAA CREF Investment Management
New York
$73.2M -$2.4M -38,565 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$70.1M +$2.28M +36,624 +3%
CS
44
Credit Suisse
Switzerland
$69.9M -$1.11M -17,833 -2%
Barclays
45
Barclays
United Kingdom
$68.2M +$9.09M +145,824 +16%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$67.4M +$13.3M +213,117 +25%
SCRM
47
Security Capital Research & Management
Illinois
$64.7M +$2.42M +38,775 +4%
Wells Fargo
48
Wells Fargo
California
$61.7M -$3.96M -63,599 -6%
Allianz Asset Management
49
Allianz Asset Management
Germany
$59.9M -$4.08M -65,521 -7%
EVM
50
Eaton Vance Management
Massachusetts
$58.6M -$346M -5,557,546 -86%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.