We are live on ! Find out more
EQR icon

Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
501
Optiver Holding
Netherlands
$218K +$211K +2,928 New
Envestnet Portfolio Solutions
502
Envestnet Portfolio Solutions
Illinois
$217K -$46.4K -643 -18%
OWM
503
OneAscent Wealth Management
Alabama
$217K +$209K +2,892 New
MAM
504
Meeder Asset Management
Ohio
$216K +$194K +2,687 +1,256%
Focus Partners Wealth
505
Focus Partners Wealth
Massachusetts
$216K -$159K -2,203 -43%
EIP
506
Ellis Investment Partners
Pennsylvania
$212K +$205K +2,842 New
KWM
507
Kingsview Wealth Management
Oregon
$210K +$204K +2,819 New
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$205K +$4.12K +57 +2%
HNB
509
Huntington National Bank
Ohio
$202K -$11.1K -153 -5%
SFA
510
Sequoia Financial Advisors
Ohio
$200K +$194K +2,687 New
Citadel Advisors
511
Citadel Advisors
Florida
$197K -$691K -9,564 -78%
RIL
512
Rothschild Investment LLC
Illinois
$194K +$722 +10 +0.4%
Bank Julius Baer & Co
513
Bank Julius Baer & Co
Switzerland
$185K -$91.4K -1,265 -35%
FFA
514
Farther Finance Advisors
California
$183K +$71.1K +984 +67%
SSG
515
Summit Securities Group
New York
$171K +$166K +2,300 New
M
516
MOTCO
Texas
$168K -$18.1K -250 -10%
NSIM
517
North Star Investment Management
Illinois
$163K +$506 +7 +0.3%
CAS
518
Coppell Advisory Solutions
Texas
$156K
HPC
519
HM Payson & Co
Maine
$150K -$14K -194 -9%
OIA
520
Optimum Investment Advisors
Illinois
$149K
WSC
521
Wellington Shields & Co
New York
$149K +$144K +2,000 New
T
522
TOBAM
France
$143K +$11K +152 +9%
PS
523
Principal Securities
Iowa
$142K +$29.3K +406 +27%
WT
524
Whittier Trust
California
$136K
EWP
525
Elevation Wealth Partners
California
$126K