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Equity Residential

668 hedge funds and large institutions have $20.9B invested in Equity Residential in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 207 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $23.7B → $20.9B (-$2.81B)

13% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 83

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.8M
Puts
$30M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
501
Atlantic Union Bankshares
Virginia
$126K
Bank Julius Baer & Co
502
Bank Julius Baer & Co
Switzerland
$125K
HPC
503
HM Payson & Co
Maine
$122K
WT
504
Whittier Trust
California
$121K
TFIPS
505
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K
QC
506
Quent Capital
New York
$110K
EWP
507
Elevation Wealth Partners
California
$109K
1IA
508
1620 Investment Advisors
Massachusetts
$97.7K
SAM
509
Sherman Asset Management
California
$97.4K
GEA
510
Glen Eagle Advisors
New Jersey
$96.5K
Federated Hermes
511
Federated Hermes
Pennsylvania
$96.1K
CCA
512
Catalyst Capital Advisors
New York
$84.3K
BTI
513
Blue Trust Inc
Georgia
$83.2K
MC
514
Muzinich & Co
New York
$81.3K
MA
515
Montag & Associates
Georgia
$80.7K
MCM
516
Manchester Capital Management
Vermont
$80.5K
BBHC
517
Brown Brothers Harriman & Co
New York
$79.9K
TCOT
518
Trust Company of Toledo
Ohio
$79.2K
DAM
519
Delta Asset Management
Tennessee
$77.7K
CH
520
Cromwell Holdings
Wyoming
$76.3K
BCWM
521
Bartlett & Co Wealth Management
Ohio
$68.3K
ST
522
Smithfield Trust
Pennsylvania
$65K
WTC
523
WhitTier Trust Company
Nevada
$63.6K
GXJ
524
Global X Japan
Japan
$61.2K
OL
525
OneFund LLC
Florida
$60.2K