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Equity Residential

688 hedge funds and large institutions have $20.9B invested in Equity Residential in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 281 increasing their positions, 216 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 216

13% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $30M

3% less funds holding

Funds holding: 707688 (-19)

7.83% less ownership

Funds ownership: 92.6%84.76% (-7.8%)

12% less capital invested

Capital invested by funds: $23.8B → $20.9B (-$2.81B)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
688
Holders Change
-19
Holders Change %
-2.69%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
71
Increased
281
Reduced
216
Closed
84
Calls
$33.8M
Puts
$30M
Net Calls
+$3.85M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
Cigna Investments
Connecticut
$235K
SWM
477
Segment Wealth Management
Texas
$232K -$19.9K -305 -8%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$231K -$3.14K -48 -1%
HC
479
Henshaw Capital
Massachusetts
$227K
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$225K -$44.6K -682 -16%
KWM
481
Kingsview Wealth Management
Oregon
$224K +$28.5K +436 +14%
BWM
482
Baron Wealth Management
Michigan
$223K +$8.44K +129 +4%
EWM
483
Evercore Wealth Management
New York
$220K +$223K +3,406 New
IAS
484
Insigneo Advisory Services
Florida
$219K +$15.5K +237 +8%
RG
485
Renaissance Group
Kentucky
$216K +$915 +14 +0.4%
GHAM
486
Gilman Hill Asset Management
Connecticut
$215K
CI
487
CX Institutional
Indiana
$212K +$12.4K +189 +6%
AIP
488
Ameritas Investment Partners
Nebraska
$211K
EWA
489
EverSource Wealth Advisors
Alabama
$211K -$50.7K -776 -19%
FFA
490
Farther Finance Advisors
California
$209K +$68.2K +1,043 +48%
AWA
491
Acorn Wealth Advisors
Michigan
$209K
PFM
492
Patton Fund Management
Texas
$208K
Capstone Investment Advisors
493
Capstone Investment Advisors
New York
$207K +$209K +3,199 New
SP
494
Successful Portfolios
Florida
$207K +$65 +1 +0%
SL
495
Summitry LLC
California
$207K +$12.4K +189 +6%
BC
496
Burney Company
Virginia
$206K +$208K +3,181 New
MWM
497
Modera Wealth Management
New Jersey
$201K -$1.64K -25 -0.8%
LS
498
Livforsakringsbolaget Skandia
Sweden
$193K -$45.8K -700 -19%
S
499
SignatureFD
Georgia
$190K +$28.8K +440 +18%
RIL
500
Rothschild Investment LLC
Illinois
$184K +$262 +4 +0.1%

EQR Hedge Fund Activity: Q3 2025 in Review

688 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2025, worth a combined $20.9B — down 12% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EQR and 71 opened new positions — a net loss of 13 holders — while 216 trimmed existing stakes and 281 added.

The largest buyer was UBS AM, adding an estimated $264M. The largest seller was Invesco, cutting an estimated $130M.

  • 688 institutional investors held Equity Residential (EQR) as of Q3 2025, down from 707 in Q2 2025.
  • Funds reported $20.9B of Equity Residential stock for Q3 2025, down 12% quarter-over-quarter.
  • 71 funds opened new Equity Residential positions in Q3 2025 and 84 closed out, a net change of -13 holders.
  • The largest Equity Residential buyer in Q3 2025 was UBS AM, an estimated $264M added.
  • The largest Equity Residential seller in Q3 2025 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2025.