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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sonora Investment Management
Arizona
$18K
GWM
502
Geneos Wealth Management
Colorado
$17K
TL
503
TrueWealth LLC
Georgia
$16K
SCA
504
Stonebridge Capital Advisors
Minnesota
$16K +$16K +210 New
RE
505
RBC Europe
United Kingdom
$15.2K
NIM
506
NuWave Investment Management
New Jersey
$15K -$5.58K -73 -27%
RA
507
Rational Advisors
New York
$15K -$5.58K -73 -27%
EARNEST Partners
508
EARNEST Partners
Georgia
$15K
GSWM
509
Golden State Wealth Management
California
$15K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$14K +$1.38K +18 +11%
WPA
511
West Paces Advisors
Georgia
$13.6K
LWM
512
Lenox Wealth Management
Ohio
$13K
TFO
513
Tarbox Family Office
California
$13K
PCP
514
Proficio Capital Partners
Massachusetts
$13K +$9.63K +126 +257%
BBA
515
Braun-Bostich & Associates
Pennsylvania
$11K
BWM
516
BerganKDV Wealth Management
Minnesota
$10K
BCA
517
Berman Capital Advisors
Georgia
$9K +$2.52K +33 +35%
BL
518
Balentine LLC
Georgia
$8K +$1.15K +15 +18%
CI
519
CX Institutional
Indiana
$8K +$1.15K +15 +17%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$7K +$7.18K +94 New
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$840 +11 +17%
PB
522
Pinnacle Bancorp
Nebraska
$6K +$5.8K +76 New
SWA
523
Sutton Wealth Advisors
Florida
$5.85K +$1.53K +20 +35%
FGAM
524
Financial Gravity Asset Management
Texas
$5K -$12.4K -162 -71%
LF
525
Lee Financial
Texas
$5K

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.