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Equity Residential
EQR

Overview Fund Activity

649 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 224 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+58
Holders Change %
+9.81%
% of All Funds
10.02%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
224
Reduced
203
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.12B
2
BlackRock
2
BlackRock
New York
$3.53B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$332M
4
Morgan Stanley
4
Morgan Stanley
New York
$325M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$80.2M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$0
2
Macquarie Group
2
Macquarie Group
Australia
$602M
3
PI
3
PGGM Investments
Netherlands
$17.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$521M
5
Citadel Advisors
5
Citadel Advisors
Florida
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
501
Cambria Investment Management
California
$217K +$217K +2,400 New
CWM
502
Centric Wealth Management
Illinois
$216K +$216K +2,385 New
MCM
503
MAI Capital Management
Ohio
$212K +$212K +2,342 New
NWM
504
NEIRG Wealth Management
Massachusetts
$212K +$212K +2,346 New
EN1L
505
Engine No 1 LLC
California
$211K +$211K +2,333 New
CGL
506
Clarius Group LLC
Washington
$210K +$210K +2,319 New
FA
507
FDx Advisors
Illinois
$207K +$207K +2,284 New
PL
508
Plancorp LLC
Missouri
$203K -$22.2K -245 -10%
CWM
509
Cabot Wealth Management
Massachusetts
$203K +$203K +2,244 New
SIA
510
Schechter Investment Advisors
Michigan
$203K +$203K +2,244 New
SCM
511
Shelton Capital Management
Colorado
$202K +$202K +2,236 New
BCM
512
BTR Capital Management
California
$201K +$201K +2,226 New
RMCM
513
Reynders McVeigh Capital Management
Massachusetts
$200K +$200K +2,210 New
AAM
514
Advisors Asset Management
Colorado
$194K -$41.8K -462 -18%
OIA
515
Optimum Investment Advisors
Illinois
$181K – – –
M
516
MOTCO
Texas
$171K -$181 -2 -0.1%
KFP
517
KB Financial Partners
New Jersey
$165K +$165K +1,824 New
QCG
518
Quadrant Capital Group
Ohio
$159K +$21K +232 +15%
SCA
519
Snowden Capital Advisors
New York
$142K -$125K -1,388 -47%
SOW
520
State of Wyoming
Wyoming
$140K +$19.9K +219 +17%
DMBA
521
Deseret Mutual Benefit Administrators
Utah
$136K – – –
Lazard Asset Management
522
Lazard Asset Management
New York
$129K +$8.4K +93 +7%
WTC
523
WhitTier Trust Company
Nevada
$127K – – –
DAM
524
Delta Asset Management
Tennessee
$127K – – –
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K +$83K +918 +213%
19 20
21
22 23