We are live on ! Find out more
EQR icon

Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
CIMLRA
26
CBRE Investment Management Listed Real Assets
Pennsylvania
$250M -$121M -1,587,582 -33%
LIMS
27
Lasalle Investment Management Securities
Maryland
$229M -$13.9M -181,612 -6%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$220M +$38.6M +505,971 +21%
Principal Financial Group
29
Principal Financial Group
Iowa
$185M -$1.45M -18,963 -0.8%
UBS AM
30
UBS AM
Illinois
$178M +$2.15M +28,192 +1%
American Century Companies
31
American Century Companies
Missouri
$173M +$3.81M +49,881 +2%
Bank of America
32
Bank of America
North Carolina
$167M +$9.41M +123,220 +6%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$144M +$14.8M +193,924 +11%
Swiss National Bank
34
Swiss National Bank
Switzerland
$139M -$3.09M -40,400 -2%
ACM
35
Adelante Capital Management
California
$123M -$6.71M -87,818 -5%
Daiwa Securities Group
36
Daiwa Securities Group
Japan
$116M +$46.3M +605,640 +66%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$106M -$5.84M -76,465 -5%
DPIM
38
Duff & Phelps Investment Management
Illinois
$95.4M +$35.6M +466,600 +59%
CTC
39
Chai Trust Company
Illinois
$91.9M
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$89.2M +$206K +2,703 +0.2%
B
41
Barings
North Carolina
$78.2M -$6.21M -81,253 -7%
Barclays
42
Barclays
United Kingdom
$77.4M +$5.87M +76,822 +8%
Asset Management One
43
Asset Management One
Japan
$74.8M +$1.28M +16,755 +2%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$73.1M -$2.05M -26,810 -3%
CS
45
Credit Suisse
Switzerland
$73M -$679K -8,886 -0.9%
Wells Fargo
46
Wells Fargo
California
$70.8M -$991K -12,974 -1%
SCRM
47
Security Capital Research & Management
Illinois
$68.8M -$7.54M -98,750 -10%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$63.2M -$744K -9,746 -1%
Allianz Asset Management
49
Allianz Asset Management
Germany
$61.3M +$41.9K +548 +0.1%
PPA
50
Parametric Portfolio Associates
Washington
$61.3M +$2.95M +38,576 +5%

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.