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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
501
Proficio Capital Partners
Massachusetts
$7K
CIA
502
CSat Investment Advisory
Michigan
$7K +$6.98K +112 New
CTC
503
Central Trust Company
Missouri
$6K
LF
504
Lee Financial
Texas
$6K
AC
505
Avestar Capital
New York
$6K +$4.92K +79 +172%
OWA
506
One Wealth Advisors
California
$5K
GFP
507
Gryphon Financial Partners
Ohio
$5K +$62 +1 +1%
AIL
508
AGF Investments LLC
Ontario, Canada
$4.01K -$353K -5,660 -8%
AS
509
Altshuler Shaham
Israel
$4K -$14.7K -236 -81%
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$5.8K -93 -59%
OIA
511
OneDigital Investment Advisors
Kansas
$4K +$62 +1 +2%
SWA
512
Sutton Wealth Advisors
Florida
$3.63K
SPIA
513
Steward Partners Investment Advisory
New York
$3K -$2.06K -33 -40%
ATC
514
Adirondack Trust Company
New York
$3K
BWM
515
Baystate Wealth Management
Massachusetts
$3K
CHC
516
City Holding Co
West Virginia
$3K
HR
517
Howe & Rusling
New York
$3K
CHP
518
Cable Hill Partners
Oregon
$2K
IFAM
519
Institutional & Family Asset Management
Colorado
$2K
JWA
520
JFS Wealth Advisors
Pennsylvania
$2K
VFA
521
Valeo Financial Advisors
Indiana
$2K
WTB
522
Washington Trust Bank
Washington
$2K
PCG
523
Private Capital Group
Connecticut
$1K -$21.4K -343 -95%
RA
524
Rational Advisors
New York
$1K -$1.68K -27 -60%
TL
525
TrueWealth LLC
Georgia
$1K -$1.5K -24 -67%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.