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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Clearstead Advisors
Ohio
$54K
MC
502
Muzinich & Co
New York
$53K +$52.2K +691 New
CFGS
503
Concourse Financial Group Securities
Alabama
$51K +$50K +661 New
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$50K -$7.79K -103 -14%
LWM
505
Liberty Wealth Management
California
$49K +$378 +5 +0.8%
DSC
506
Duncker Streett & Co
Missouri
$48K
FHA
507
First Horizon Advisors
Tennessee
$46K -$4.23K -56 -9%
WBC
508
West Branch Capital
Massachusetts
$46K +$45.4K +600 New
TFS
509
TrustCore Financial Services
Tennessee
$41K
SFP
510
Sterling Financial Planning
New Jersey
$39K
RFA
511
Reilly Financial Advisors
California
$38K
FA
512
Financial Avengers
California
$36K +$302 +4 +0.9%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K
WT
514
Washington Trust
Rhode Island
$33K
BFC
515
Bedel Financial Consulting
Indiana
$32K
CFO
516
CVA Family Office
Colorado
$32K +$3.02K +40 +11%
AA
517
Ancora Advisors
Ohio
$31K
CWC
518
Carolinas Wealth Consulting
North Carolina
$31K
CTC
519
Central Trust Company
Missouri
$31K
CFB
520
Cullen/Frost Bankers
Texas
$31K
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$31K +$5.82K +77 +23%
SSB
522
Sandy Spring Bank
Maryland
$31K +$11.8K +156 +62%
TFIPS
523
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30K
CFA
524
Carroll Financial Associates
North Carolina
$28K
ASN
525
Advisory Services Network
Georgia
$28K +$27.9K +369 New

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.