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Equity Residential
EQR

Overview Fund Activity

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M

Top Buyers

1
RC
Resolution Capital
Australia
$479M
2
DCP
D1 Capital Partners
New York
$437M
3
Invesco
Invesco
Georgia
$361M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Prudential Financial
Prudential Financial
New Jersey
$207M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Principal Financial Group
Principal Financial Group
Iowa
$77.5M
3
State Street
State Street
Massachusetts
$1.51B
4
BlackRock
BlackRock
New York
$2.53B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
476
Glen Eagle Advisors
New Jersey
$119K -$6.31K -100 -5%
AFWM
477
Abich Financial Wealth Management
Virginia
$115K +$114K +1,806 +12,900%
C
478
Covestor
United Kingdom
$108K +$5.58K +89 +5%
EWP
479
Elevation Wealth Partners
California
$107K +$107K +1,689 New
WT
480
Whittier Trust
California
$103K – – –
SOW
481
State of Wyoming
Wyoming
$102K +$102K +1,624 New
WTC
482
WhitTier Trust Company
Nevada
$89.2K – – –
Lazard Asset Management
483
Lazard Asset Management
New York
$86K – – –
MCM
484
Manchester Capital Management
Vermont
$81.9K +$1.39K +22 +2%
First Manhattan
485
First Manhattan
New York
$81K – – –
DAM
486
Delta Asset Management
Tennessee
$80.8K – – –
TFIPS
487
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.8K +$25.2K +400 +45%
ST
488
Smithfield Trust
Pennsylvania
$78K – – –
MA
489
Montag & Associates
Georgia
$77.4K – – –
MC
490
Muzinich & Co
New York
$76.8K – – –
AA
491
Alta Advisers
United Kingdom
$75.7K – – –
LS
492
Livforsakringsbolaget Skandia
Sweden
$73.5K – – –
FFA
493
Farther Finance Advisors
California
$72.6K -$17.6K -287 -20%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$71.1K +$2.97K +47 +4%
BCWM
495
Bartlett & Co Wealth Management
Ohio
$64.2K – – –
QCG
496
Quadrant Capital Group
Ohio
$62.4K -$12.3K -195 -16%
SWS
497
SYSTM Wealth Solutions
Illinois
$62.2K -$11.8K -186 -16%
M
498
Mirova
France
$61.3K – – –
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$60.7K +$60.7K +988 New
FCAS
500
First Command Advisory Services
Texas
$56.8K – – –
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