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Equity Residential

573 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 229 increasing their positions, 188 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-20
Holders Change %
-3.37%
% of All Funds
9.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
66
Increased
229
Reduced
188
Closed
72
Calls
$36.6M
Puts
$30.2M
Net Calls
+$6.39M
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
476
Glassman Wealth Services
Virginia
$41.6K +$12.2K +204 +42%
CFGS
477
Concourse Financial Group Securities
Alabama
$41.1K -$121K -1,989 -75%
SSG
478
Summit Securities Group
New York
$40K +$7.43K +124 +23%
Loomis, Sayles & Company
479
Loomis, Sayles & Company
Massachusetts
$37K +$37K +609 New
WBC
480
West Branch Capital
Massachusetts
$36K
BWAM
481
Boyd Watterson Asset Management
Ohio
$36K
CFO
482
CVA Family Office
Colorado
$33.9K +$33.9K +565 New
FHA
483
First Horizon Advisors
Tennessee
$33.2K +$23.2K +386 +230%
DMBA
484
Deseret Mutual Benefit Administrators
Utah
$32.8K
LS
485
Livforsakringsbolaget Skandia
Sweden
$31.5K
SIC
486
Salem Investment Counselors
North Carolina
$30.3K
JWM
487
Janiczek Wealth Management
Colorado
$30.2K +$25.5K +424 +537%
FA
488
Financial Avengers
California
$29.9K +$300 +5 +1%
SSB
489
Sandy Spring Bank
Maryland
$29.4K +$5.04K +84 +21%
BAM
490
Belpointe Asset Management
Nevada
$29.1K +$5.04K +84 +21%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$28.4K +$16.3K +271 +133%
SPIA
492
Steward Partners Investment Advisory
New York
$27.4K -$1.74K -29 -6%
BTI
493
Blue Trust Inc
Georgia
$27K +$5.34K +88 +25%
TCOV
494
Trust Company of Vermont
Vermont
$26.4K +$20.4K +340 +340%
WT
495
Washington Trust
Rhode Island
$26.3K +$720 +12 +3%
HCM
496
Hollencrest Capital Management
California
$25.8K
CTC
497
Central Trust Company
Missouri
$25.7K
SWM
498
Spire Wealth Management
Virginia
$24.8K -$300 -5 -1%
AA
499
Ancora Advisors
Ohio
$24K -$660 -11 -3%
CFB
500
Cullen/Frost Bankers
Texas
$24K