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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$102M +$85.3M +1,363,117 +367%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$88.2M +$35.1M +561,659 +60%
HRES
28
Heitman Real Estate Securities
Illinois
$87M +$90.5M +1,446,762 +5,224%
Goldman Sachs
29
Goldman Sachs
New York
$86.3M -$51.1M -817,094 -36%
Swiss National Bank
30
Swiss National Bank
Switzerland
$85.7M -$5.93M -94,828 -6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$81.3M -$2.08M -33,181 -2%
ACM
32
Adelante Capital Management
California
$80.9M +$1.05M +16,789 +1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$78.7M -$8.91M -142,332 -10%
Renaissance Technologies
34
Renaissance Technologies
New York
$77.7M +$81.9M +1,308,700 +15,580%
ESCM
35
Echo Street Capital Management
New York
$75.2M -$16.2M -258,561 -17%
AllianceBernstein
36
AllianceBernstein
Tennessee
$73.6M +$2.13M +33,999 +3%
CTC
37
Chai Trust Company
Illinois
$71.4M
Fidelity Investments
38
Fidelity Investments
Massachusetts
$69.3M -$13.9M -222,064 -16%
SEI Investments
39
SEI Investments
Pennsylvania
$66.2M +$1.38M +22,119 +2%
WCP
40
Waterfront Capital Partners
New York
$64.1M -$2.47M -39,484 -4%
LPC
41
Long Pond Capital
New York
$63.4M +$67.2M +1,073,923 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$62.4M +$66.2M +1,057,972 New
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$61.6M -$15.2M -243,176 -19%
Citadel Advisors
44
Citadel Advisors
Florida
$59.7M +$32.9M +525,714 +108%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$57.4M -$45.9M -734,017 -43%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$56.4M +$1.33M +21,176 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$56.2M +$6.63M +105,919 +13%
UBS Group
48
UBS Group
Switzerland
$49.1M +$4.44M +70,976 +9%
Asset Management One
49
Asset Management One
Japan
$44.5M +$3.09M +49,420 +7%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$44.1M +$1.65M +26,352 +4%

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.