We are live on ! Find out more
EQR icon

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
OIA
476
Optimum Investment Advisors
Illinois
$154K -$60.5K -800 -29%
DZ Bank
477
DZ Bank
Germany
$154K
DMBA
478
Deseret Mutual Benefit Administrators
Utah
$154K +$151K +1,999 New
M
479
MOTCO
Texas
$146K -$117K -1,546 -45%
NICM
480
Neo Ivy Capital Management
New York
$130K +$128K +1,694 New
PMAS
481
PNC Managed Account Solutions
Texas
$124K +$122K +1,609 New
DAM
482
Delta Asset Management
Tennessee
$116K -$18.9K -250 -14%
BCA
483
Berman Capital Advisors
Georgia
$112K +$45.4K +601 +70%
WTC
484
WhitTier Trust Company
Nevada
$108K
CT
485
Caldwell Trust
Florida
$108K
QCG
486
Quadrant Capital Group
Ohio
$98K +$11K +145 +13%
T
487
TOBAM
France
$97K
SAM
488
Shell Asset Management
Netherlands
$96K -$486K -6,429 -84%
BCWM
489
Bartlett & Co Wealth Management
Ohio
$93.6K
BC
490
Bartlett & Co
Ohio
$93K
MCM
491
Manchester Capital Management
Vermont
$93K
MA
492
Montag & Associates
Georgia
$93K
LB
493
Legacy Bridge
Iowa
$91K
ARMC
494
American Research & Management Company
Massachusetts
$82K
FMP
495
Financial Management Professionals
Texas
$75K +$1.28K +17 +2%
FCB
496
First Command Bank
Texas
$69K
FCFS
497
First Command Financial Services
Texas
$69K
ZB
498
Zions Bancorporation
Utah
$67K
TCM
499
Tradewinds Capital Management
Washington
$66K
CI
500
CX Institutional
Indiana
$61K +$13.8K +183 +30%

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.