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Equity Residential
EQR

Overview Fund Activity

587 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+33
Holders Change %
+5.96%
% of All Funds
10.25%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
77
Increased
188
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.71B
2
Bank of America
Bank of America
North Carolina
$819M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$528M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$163M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$50.9M

Top Sellers

1
PI
PGGM Investments
Netherlands
$104M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.31B
3
Cohen & Steers
Cohen & Steers
New York
$4.43M
4
Macquarie Group
Macquarie Group
Australia
$664M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
476
MOTCO
Texas
$146K -$119K -1,546 -45%
NICM
477
Neo Ivy Capital Management
New York
$130K +$130K +1,694 New
PMAS
478
PNC Managed Account Solutions
Texas
$124K +$124K +1,609 New
DAM
479
Delta Asset Management
Tennessee
$116K -$19.3K -250 -14%
BCA
480
Berman Capital Advisors
Georgia
$112K +$45.9K +601 +70%
WTC
481
WhitTier Trust Company
Nevada
$108K – – –
QCG
482
Quadrant Capital Group
Ohio
$98K +$11.1K +145 +13%
T
483
TOBAM
France
$97K – – –
SAM
484
Shell Asset Management
Netherlands
$96K -$497K -6,429 -84%
BCWM
485
Bartlett & Co Wealth Management
Ohio
$93.6K – – –
MA
486
Montag & Associates
Georgia
$93K – – –
MCM
487
Manchester Capital Management
Vermont
$93K – – –
BC
488
Bartlett & Co
Ohio
$93K – – –
LB
489
Legacy Bridge
Iowa
$91K – – –
ARMC
490
American Research & Management Company
Massachusetts
$82K – – –
FMP
491
Financial Management Professionals
Texas
$75K +$1.3K +17 +2%
FCB
492
First Command Bank
Texas
$69K – – –
FCFS
493
First Command Financial Services
Texas
$69K – – –
ZB
494
Zions Bancorporation
Utah
$67K – – –
TCM
495
Tradewinds Capital Management
Washington
$66K – – –
CI
496
CX Institutional
Indiana
$61K +$14K +183 +30%
CA
497
Clearstead Advisors
Ohio
$54K – – –
MC
498
Muzinich & Co
New York
$53K +$53K +691 New
CFGS
499
Concourse Financial Group Securities
Alabama
$51K +$51K +661 New
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$50K -$7.94K -103 -14%
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