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Equity Residential

674 hedge funds and large institutions have $25.5B invested in Equity Residential in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 256 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
8.97%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
82
Increased
256
Reduced
230
Closed
67
Calls
$45.9M
Puts
$24.8M
Net Calls
+$21.1M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
501
North Star Investment Management
Illinois
$157K +$287 +4 +0.2%
FFA
502
Farther Finance Advisors
California
$154K -$22.5K -313 -13%
PWA
503
Physician Wealth Advisors
Utah
$152K +$152K +2,120 New
OIA
504
Optimum Investment Advisors
Illinois
$144K
WSC
505
Wellington Shields & Co
New York
$144K
CAS
506
Coppell Advisory Solutions
Texas
$141K -$8.54K -120 -6%
Bank Julius Baer & Co
507
Bank Julius Baer & Co
Switzerland
$139K -$43.7K -552 -24%
HPC
508
HM Payson & Co
Maine
$136K -$8.47K -118 -6%
WT
509
Whittier Trust
California
$124K -$7.18K -100 -5%
EWP
510
Elevation Wealth Partners
California
$121K
QC
511
Quent Capital
New York
$118K +$5.96K +83 +5%
GEA
512
Glen Eagle Advisors
New Jersey
$112K
TFIPS
513
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K +$17.9K +250 +20%
Northwestern Mutual Wealth Management
514
Northwestern Mutual Wealth Management
Wisconsin
$109K +$26.1K +364 +31%
SAM
515
Sherman Asset Management
California
$107K +$107K +1,505 New
C
516
Covestor
United Kingdom
$101K +$4.1K +57 +4%
SIM
517
Sentry Investment Management
Wisconsin
$98K -$15.9K -222 -14%
AIP
518
Arrowpoint Investment Partners
Singapore
$97.6K +$97.6K +1,360 New
Federated Hermes
519
Federated Hermes
Pennsylvania
$93.4K -$22.1K -308 -19%
MCM
520
Manchester Capital Management
Vermont
$93.1K
MC
521
Muzinich & Co
New York
$90.1K
DAM
522
Delta Asset Management
Tennessee
$88.3K
MA
523
Montag & Associates
Georgia
$87.1K
ST
524
Smithfield Trust
Pennsylvania
$87K
CH
525
Cromwell Holdings
Wyoming
$79K