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Equity Residential

669 hedge funds and large institutions have $23.5B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 257 increasing their positions, 225 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+22
Holders Change %
+3.4%
% of All Funds
9.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
83
Increased
257
Reduced
225
Closed
55
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
476
Ellevest Inc
New York
$246K -$36.1K -485 -13%
MWM
477
Modera Wealth Management
New Jersey
$244K +$14.9K +200 +6%
PAG
478
Private Advisor Group
New Jersey
$242K -$2.09K -28 -0.9%
SP
479
Successful Portfolios
Florida
$241K -$5.51K -74 -2%
AWA
480
Acorn Wealth Advisors
Michigan
$240K
GHAM
481
Gilman Hill Asset Management
Connecticut
$238K
DWT
482
Dorsey & Whitney Trust
South Dakota
$238K +$21.7K +292 +10%
NP
483
Nilsine Partners
Colorado
$233K -$1.04K -14 -0.4%
FWP
484
Firethorn Wealth Partners
Georgia
$229K -$61.4K -825 -21%
FWA
485
FSM Wealth Advisors
Ohio
$226K +$226K +3,037 New
EW
486
Evoke Wealth
California
$226K +$226K +3,007 New
IAS
487
Insigneo Advisory Services
Florida
$225K +$225K +3,025 New
HDIM
488
Hanson & Doremus Investment Management
Vermont
$225K -$7.43K -100 -3%
FCBT
489
First Citizens Bank & Trust
North Carolina
$223K
DAM
490
Doheny Asset Management
California
$223K
HWM
491
HB Wealth Management
Georgia
$223K +$223K +2,993 New
S
492
SignatureFD
Georgia
$222K +$46.1K +619 +26%
FPAS
493
Focus Partners Advisor Solutions
Missouri
$221K +$221K +2,966 New
Optiver Holding
494
Optiver Holding
Netherlands
$218K +$218K +2,928 New
Envestnet Portfolio Solutions
495
Envestnet Portfolio Solutions
Illinois
$217K -$47.9K -643 -18%
OWM
496
OneAscent Wealth Management
Alabama
$217K +$217K +2,892 New
MAM
497
Meeder Asset Management
Ohio
$216K +$200K +2,687 +1,256%
Focus Partners Wealth
498
Focus Partners Wealth
Massachusetts
$216K -$164K -2,203 -43%
EIP
499
Ellis Investment Partners
Pennsylvania
$212K +$212K +2,842 New
KWM
500
Kingsview Wealth Management
Oregon
$210K +$210K +2,819 New