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Equity Residential

534 hedge funds and large institutions have $17.6B invested in Equity Residential in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 211 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-36
Holders Change %
-6.32%
% of All Funds
10.8%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
47
Increased
187
Reduced
211
Closed
78
Calls
$168M
Puts
$122M
Net Calls
+$45.9M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EARNEST Partners
501
EARNEST Partners
Georgia
$8K
ED
502
Exane Derivatives
France
$7.96K
BWM
503
BerganKDV Wealth Management
Minnesota
$7K -$6.84K -131 -49%
TCOV
504
Trust Company of Vermont
Vermont
$6K
CI
505
CX Institutional
Indiana
$6K +$3.68K +70 +159%
SWA
506
Sutton Wealth Advisors
Florida
$5.49K +$359 +7 +7%
AIM
507
Anchor Investment Management
South Carolina
$5.13K
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$3K -$18.4K -374 -86%
LC
509
Lindbrook Capital
California
$3K -$9.8K -160 -77%
GWS
510
Glassman Wealth Services
Virginia
$3K -$3.23K -70 -52%
LAS
511
Lloyd Advisory Services
Georgia
$3K -$5K
ATC
512
Adirondack Trust Company
New York
$3K
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$3K
PFBT
514
Parkside Financial Bank & Trust
Missouri
$2K -$11.4K -222 -85%
GRP
515
Global Retirement Partners
California
$2K -$250 -5 -11%
IFAM
516
Institutional & Family Asset Management
Colorado
$2K
HR
517
Howe & Rusling
New York
$2K
WCG
518
Weaver Consulting Group
California
$2K
BWM
519
Baystate Wealth Management
Massachusetts
$2K +$47 +1 +2%
FFA
520
Founders Financial Alliance
North Carolina
$2K +$2K +35 New
APA
521
American Portfolios Advisors
New York
$1.03K -$6.93K -135 -87%
Cohen & Steers
522
Cohen & Steers
New York
$1K -$639K -7,665 -100%
EW
523
Evoke Wealth
California
$1K -$1.79K -34 -64%
VCM
524
Versant Capital Management
Arizona
$1K -$500 -11 -33%
PCG
525
Private Capital Group
Connecticut
$1K -$292 -7 -23%