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Equity Residential

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
501
Jones Financial Companies
Missouri
$60.7K
FCB
502
First Command Bank
Texas
$59.4K
FCFS
503
First Command Financial Services
Texas
$59.4K
PFBT
504
Parkside Financial Bank & Trust
Missouri
$59.3K -$8.05K -122 -12%
EWA
505
EverSource Wealth Advisors
Alabama
$57K -$990 -15 -2%
BWP
506
Baldwin Wealth Partners
Massachusetts
$56.3K -$6.6K -100 -10%
CFO
507
CVA Family Office
Colorado
$53.1K +$15.8K +240 +42%
GWS
508
Glassman Wealth Services
Virginia
$48.7K +$2.9K +44 +6%
VSQM
509
V-Square Quantitative Management
Illinois
$42.6K +$42.6K +646 New
Loomis, Sayles & Company
510
Loomis, Sayles & Company
Massachusetts
$40K
WBC
511
West Branch Capital
Massachusetts
$39.6K
BWAM
512
Boyd Watterson Asset Management
Ohio
$39.6K
FFA
513
Farther Finance Advisors
California
$39.6K +$26.7K +405 +208%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$39.3K +$7.98K +121 +26%
DMBA
515
Deseret Mutual Benefit Administrators
Utah
$36.1K
LS
516
Livforsakringsbolaget Skandia
Sweden
$34.6K
SIC
517
Salem Investment Counselors
North Carolina
$33.3K
FA
518
Financial Avengers
California
$33.3K +$330 +5 +1%
SSB
519
Sandy Spring Bank
Maryland
$32.3K
GRP
520
Global Retirement Partners
California
$29.5K +$6.46K +98 +28%
SSG
521
Summit Securities Group
New York
$29K -$14.5K -223 -33%
HCM
522
Hollencrest Capital Management
California
$28.7K +$330 +5 +1%
MHR
523
Matthew Hamilton Rosenberg
$28.5K +$16K +242 +127%
AF
524
Allworth Financial
California
$26.4K +$18.1K +275 +220%
CTC
525
Central Trust Company
Missouri
$26.4K -$1.85K -28 -7%