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Equity Residential
EQR

Overview Fund Activity

614 hedge funds and large institutions have $23.1B invested in Equity Residential in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.62%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
70
Increased
218
Reduced
219
Closed
64
Calls
$52.5M
Puts
$36.9M
Net Calls
+$15.6M
Net Calls Change
-$21M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$99.3M
2
RC
2
Resolution Capital
Australia
$533M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$435M
4
Norges Bank
4
Norges Bank
Norway
$2.08B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$182M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$861M
2
LPC
2
Long Pond Capital
New York
$0
3
BlackRock
3
BlackRock
New York
$2.41B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$17.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
476
Doheny Asset Management
California
$202K +$202K +3,000 New
Bessemer Group
477
Bessemer Group
New Jersey
$196K +$49.4K +734 +34%
O
478
Ossiam
France
$179K +$51.1K +760 +40%
QCG
479
Quadrant Capital Group
Ohio
$175K +$62.4K +930 +55%
HPC
480
HM Payson & Co
Maine
$173K -$40.3K -600 -19%
GEA
481
Glen Eagle Advisors
New Jersey
$170K -$103K -1,537 -38%
M
482
MOTCO
Texas
$170K +$46.4K +690 +38%
FMP
483
Financial Management Professionals
Texas
$169K +$15.5K +230 +10%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$169K +$88.8K +1,322 +111%
CFGS
485
Concourse Financial Group Securities
Alabama
$166K +$12.9K +191 +8%
M
486
Mirova
France
$160K -$772K -11,521 -83%
SIM
487
Sentry Investment Management
Wisconsin
$152K – – –
PA
488
Parallel Advisors
California
$142K +$6.52K +97 +5%
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K -$73.2K -1,089 -35%
OIA
490
Optimum Investment Advisors
Illinois
$134K – – –
T
491
TOBAM
France
$129K – – –
First Manhattan
492
First Manhattan
New York
$114K -$1.25K -40 -1%
WFA
493
Wipfli Financial Advisors
Wisconsin
$113K +$113K +1,666 New
Jones Financial Companies
494
Jones Financial Companies
Missouri
$110K +$10.4K +154 +10%
C
495
Covestor
United Kingdom
$100K +$61K +914 +156%
KFP
496
KB Financial Partners
New Jersey
$99K – – –
WTC
497
WhitTier Trust Company
Nevada
$94K – – –
CAM
498
Columbia Asset Management
Michigan
$88K +$88K +1,315 New
CA
499
Capitolis Advisors
New York
$87K – – –
SOW
500
State of Wyoming
Wyoming
$86K +$73.7K +1,098 +597%
18 19
20
21 22