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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$160M -$58.6M -774,699 -27%
LPC
27
Long Pond Capital
New York
$158M +$21.6M +286,100 +16%
Morgan Stanley
28
Morgan Stanley
New York
$131M +$33.9M +447,952 +36%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$130M -$3.6M -47,569 -3%
Goldman Sachs
30
Goldman Sachs
New York
$129M -$63.7M -842,872 -33%
Holocene Advisors
31
Holocene Advisors
New York
$114M +$29M +383,462 +35%
ACI
32
AMP Capital Investors
Australia
$112M -$7.21M -95,324 -6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$111M -$24.5M -324,300 -18%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$110M +$2.05M +27,154 +2%
Prudential Financial
35
Prudential Financial
New Jersey
$107M -$7.28M -96,249 -6%
PI
36
PGGM Investments
Netherlands
$104M -$153M -2,027,786 -60%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$101M +$1.24M +16,406 +1%
KKRC
38
Kohlberg Kravis Roberts & Co
New York
$98.4M -$47.2M -625,000 -33%
ACM
39
Adelante Capital Management
California
$97.3M -$1.84M -24,369 -2%
CTC
40
Chai Trust Company
Illinois
$93.2M
Blackstone Inc
41
Blackstone Inc
New York
$86.5M
PPA
42
Parametric Portfolio Associates
Washington
$78.4M +$11.6M +153,285 +18%
DPIM
43
Duff & Phelps Investment Management
Illinois
$78.3M -$16.3M -215,372 -17%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$75.4M +$1.37M +18,181 +2%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$70M +$580K +7,676 +0.9%
CS
46
Credit Suisse
Switzerland
$69M -$3.7M -48,971 -5%
Citigroup
47
Citigroup
New York
$67.4M +$3.26M +43,153 +5%
IMPI
48
Ilmarinen Mutual Pension Insurance
Finland
$65.5M
UBS Group
49
UBS Group
Switzerland
$62.5M +$2.25M +29,770 +4%
Asset Management One
50
Asset Management One
Japan
$62.1M -$2.04M -26,985 -3%

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.