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Equity Residential
EQR

Overview Fund Activity

591 hedge funds and large institutions have $27.7B invested in Equity Residential in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 195 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
10.38%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
59
Increased
216
Reduced
195
Closed
45
Calls
$57M
Puts
$104M
Net Calls
-$46.8M
Net Calls Change
+$14.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$255M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.88B
3
Bank of America
3
Bank of America
North Carolina
$924M
4
Morgan Stanley
4
Morgan Stanley
New York
$181M
5
BlackRock
5
BlackRock
New York
$3.04B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$89.3M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$67.9M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$0
4
Macquarie Group
4
Macquarie Group
Australia
$615M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
501
Muzinich & Co
New York
$56K – – –
LWM
502
Liberty Wealth Management
California
$52K +$408 +5 +0.8%
FHA
503
First Horizon Advisors
Tennessee
$51K +$2.43K +30 +5%
WBC
504
West Branch Capital
Massachusetts
$49K – – –
TFS
505
TrustCore Financial Services
Tennessee
$43K – – –
PHK
506
Point72 Hong Kong
Hong Kong
$41K -$824K -10,227 -95%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$41K +$24.2K +297 +144%
RFA
508
Reilly Financial Advisors
California
$40K – – –
SFP
509
Sterling Financial Planning
New Jersey
$40K – – –
FA
510
Financial Avengers
California
$38K +$241 +3 +0.6%
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$37K -$16.5K -200 -31%
WT
512
Washington Trust
Rhode Island
$35K – – –
SWM
513
Spire Wealth Management
Virginia
$35K +$6.54K +80 +23%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.8K – – –
SSB
515
Sandy Spring Bank
Maryland
$33K – – –
BFC
516
Bedel Financial Consulting
Indiana
$33K – – –
CFB
517
Cullen/Frost Bankers
Texas
$32K – – –
CTC
518
Central Trust Company
Missouri
$32K – – –
AA
519
Ancora Advisors
Ohio
$32K – – –
TFIPS
520
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.6K – – –
GWS
521
Glassman Wealth Services
Virginia
$30K +$1.77K +22 +6%
CFA
522
Carroll Financial Associates
North Carolina
$29K – – –
ECM
523
Estabrook Capital Management
New York
$28.3K – – –
DSC
524
Duncker Streett & Co
Missouri
$28K -$22K -275 -44%
SCM
525
Silvant Capital Management
Georgia
$25K – – –
19 20
21
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