EQR icon

Equity Residential

526 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 161 increasing their positions, 215 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
12.04%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
43
Increased
161
Reduced
215
Closed
40
Calls
$21.4M
Puts
$23.3M
Net Calls
-$1.89M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
501
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
CAG
502
Csenge Advisory Group
Florida
$4K +$4K +72 New
SWA
503
Sutton Wealth Advisors
Florida
$3.78K
PCP
504
Proficio Capital Partners
Massachusetts
$3K -$3.92K -64 -57%
JWA
505
JFS Wealth Advisors
Pennsylvania
$3K
ATC
506
Adirondack Trust Company
New York
$3K
SPIA
507
Steward Partners Investment Advisory
New York
$3K
CHC
508
City Holding Co
West Virginia
$3K
BWM
509
Baystate Wealth Management
Massachusetts
$3K
HR
510
Howe & Rusling
New York
$3K +$353 +6 +13%
RWA
511
Ropes Wealth Advisors
Massachusetts
$3K +$3K +50 New
IFAM
512
Institutional & Family Asset Management
Colorado
$2K
CHP
513
Cable Hill Partners
Oregon
$2K
VFA
514
Valeo Financial Advisors
Indiana
$2K
WTB
515
Washington Trust Bank
Washington
$2K
TC
516
Truvestments Capital
Florida
$2K +$2K +25 New
APP
517
Avantax Planning Partners
Iowa
$2K +$2K +34 New
TFA
518
Transamerica Financial Advisors
Florida
$1K
TWA
519
TCI Wealth Advisors
Arizona
$1K
PCG
520
Private Capital Group
Connecticut
$1K
MSA
521
Marino Stram & Associates
Massachusetts
$1K
FHA
522
Flagship Harbor Advisors
Massachusetts
$1K
VCM
523
Versant Capital Management
Arizona
$1K
CIR
524
Clear Investment Research
Georgia
$1K +$1K +8 New
CF
525
Centaurus Financial
California
$655 -$659K -10,055 -100%