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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$29.8K
MCC
502
Money Concepts Capital
Florida
$29.2K +$31K +495 New
FA
503
Financial Avengers
California
$29.1K +$313 +5 +1%
GWS
504
Glassman Wealth Services
Virginia
$28.9K -$7.45K -119 -20%
SPIA
505
Steward Partners Investment Advisory
New York
$28.6K -$1.88K -30 -6%
HCM
506
Hollencrest Capital Management
California
$25.4K +$26.9K +430 New
CTC
507
Central Trust Company
Missouri
$25.3K -$6.32K -101 -19%
WT
508
Washington Trust
Rhode Island
$25.2K +$3.13K +50 +13%
SWM
509
Spire Wealth Management
Virginia
$25K +$63 +1 +0.2%
AA
510
Ancora Advisors
Ohio
$24K +$688 +11 +3%
BTI
511
Blue Trust Inc
Georgia
$24K +$3.82K +61 +21%
UB
512
UMB Bank
Missouri
$24K +$12.4K +198 +98%
SSB
513
Sandy Spring Bank
Maryland
$24K
BAM
514
Belpointe Asset Management
Nevada
$23.7K +$25.1K +401 New
CFB
515
Cullen/Frost Bankers
Texas
$23.6K -$501 -8 -2%
DSC
516
Duncker Streett & Co
Missouri
$20.6K
ECM
517
Estabrook Capital Management
New York
$20.6K
MIFH
518
Migdal Insurance & Financial Holdings
Israel
$20K +$20.7K +330 New
CIM
519
Contravisory Investment Management
Massachusetts
$19.5K -$5.24M -83,784 -100%
GRP
520
Global Retirement Partners
California
$19.4K +$16.6K +265 +414%
SCM
521
Silvant Capital Management
Georgia
$18.5K
PCM
522
Perritt Capital Management
Illinois
$17.7K +$18.8K +300 New
FWM
523
Focused Wealth Management
New York
$17.6K
CA
524
Clearstead Advisors
Ohio
$15.2K +$12.3K +197 +328%
BEI
525
Benjamin Edwards Inc
Missouri
$15K +$125 +2 +0.8%

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.