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Equity Residential
EQR

Overview Fund Activity

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M

Top Buyers

1
RC
Resolution Capital
Australia
$479M
2
DCP
D1 Capital Partners
New York
$437M
3
Invesco
Invesco
Georgia
$361M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Prudential Financial
Prudential Financial
New Jersey
$207M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Principal Financial Group
Principal Financial Group
Iowa
$77.5M
3
State Street
State Street
Massachusetts
$1.51B
4
BlackRock
BlackRock
New York
$2.53B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
501
Bear Mountain Capital
Washington
$53.8K – – –
LB
502
Legacy Bridge
Iowa
$46.6K – – –
Loomis, Sayles & Company
503
Loomis, Sayles & Company
Massachusetts
$45K +$8.74K +139 +24%
PS
504
Principal Securities
Iowa
$43.8K -$6.82K -108 -13%
KLWA
505
Kelly Lawrence W & Associates
California
$42.6K – – –
RFS
506
Richardson Financial Services
Massachusetts
$41K +$41K +650 New
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$38.6K +$8.08K +128 +27%
EWA
508
EverSource Wealth Advisors
Alabama
$38.4K -$5.34K -83 -12%
WBC
509
West Branch Capital
Massachusetts
$37.9K – – –
BWAM
510
Boyd Watterson Asset Management
Ohio
$37.9K – – –
CFM
511
Catalyst Funds Management
Australia
$37.9K +$37.9K +600 New
AF
512
Advisornet Financial
Minnesota
$35.8K +$631 +10 +2%
AF
513
Allworth Financial
California
$35K +$4.23K +67 +14%
QL
514
Quarry LP
New York
$34.3K +$27.1K +429 +376%
VAMG
515
Voisard Asset Management Group
Michigan
$33.8K – – –
LC
516
Lindbrook Capital
California
$32.4K -$12.7K -202 -28%
FA
517
Financial Avengers
California
$32K +$307 +5 +1%
SIC
518
Salem Investment Counselors
North Carolina
$31.9K – – –
TPCW
519
TD Private Client Wealth
New York
$30.3K -$1.26K -20 -4%
BGAI
520
Bruce G. Allen Investments
Colorado
$28.7K – – –
HCM
521
Hollencrest Capital Management
California
$28.3K +$315 +5 +1%
DMBA
522
Deseret Mutual Benefit Administrators
Utah
$25.6K – – –
CTC
523
Central Trust Company
Missouri
$25.2K – – –
AA
524
Ancora Advisors
Ohio
$25.2K – – –
GRP
525
Global Retirement Partners
California
$23.9K +$2.84K +45 +14%
19 20
21
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