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Equity Residential

669 hedge funds and large institutions have $23.5B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 257 increasing their positions, 225 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+22
Holders Change %
+3.4%
% of All Funds
9.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
83
Increased
257
Reduced
225
Closed
55
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$205K +$4.24K +57 +2%
HNB
502
Huntington National Bank
Ohio
$202K -$11.4K -153 -5%
SFA
503
Sequoia Financial Advisors
Ohio
$200K +$200K +2,687 New
Citadel Advisors
504
Citadel Advisors
Florida
$197K -$712K -9,564 -78%
RIL
505
Rothschild Investment LLC
Illinois
$194K +$745 +10 +0.4%
Bank Julius Baer & Co
506
Bank Julius Baer & Co
Switzerland
$185K -$102K -1,265 -35%
FFA
507
Farther Finance Advisors
California
$183K +$73.3K +984 +67%
SSG
508
Summit Securities Group
New York
$171K +$171K +2,300 New
M
509
MOTCO
Texas
$168K -$18.6K -250 -10%
NSIM
510
North Star Investment Management
Illinois
$163K +$521 +7 +0.3%
CAS
511
Coppell Advisory Solutions
Texas
$156K
HPC
512
HM Payson & Co
Maine
$150K -$14.4K -194 -9%
OIA
513
Optimum Investment Advisors
Illinois
$149K
WSC
514
Wellington Shields & Co
New York
$149K +$149K +2,000 New
T
515
TOBAM
France
$143K +$11.3K +152 +9%
PS
516
Principal Securities
Iowa
$142K +$30.2K +406 +27%
WT
517
Whittier Trust
California
$136K
EWP
518
Elevation Wealth Partners
California
$126K
NPP
519
New Potomac Partners
Maryland
$121K +$121K +1,624 New
Federated Hermes
520
Federated Hermes
Pennsylvania
$120K +$22.4K +301 +23%
SIM
521
Sentry Investment Management
Wisconsin
$118K +$118K +1,588 New
QC
522
Quent Capital
New York
$116K -$23K -310 -17%
EWA
523
EverSource Wealth Advisors
Alabama
$116K +$25.8K +347 +29%
GEA
524
Glen Eagle Advisors
New Jersey
$116K
VFA
525
Values First Advisors
Tennessee
$114K +$114K +1,533 New