We are live on ! Find out more
EQR icon

Equity Residential

702 hedge funds and large institutions have $25.3B invested in Equity Residential in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 222 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

22% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 222

3% more funds holding

Funds holding: 683702 (+19)

6% more call options, than puts

Call options by funds: $46.2M | Put options by funds: $43.5M

0.62% less ownership

Funds ownership: 93.7%93.08% (-0.62%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$198M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
702
Holders Change
+19
Holders Change %
+2.78%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
90
Increased
271
Reduced
222
Closed
65
Calls
$46.2M
Puts
$43.5M
Net Calls
+$2.69M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
501
Successful Portfolios
Florida
$231K +$1.06K +15 +0.5%
AWA
502
Acorn Wealth Advisors
Michigan
$231K
TCBWMS
503
Texas Capital Bank Wealth Management Services
Texas
$230K +$227K +3,210 New
NP
504
Nilsine Partners
Colorado
$220K -$847 -12 -0.4%
EW
505
Evoke Wealth
California
$220K -$847 -12 -0.4%
AFG
506
Atomi Financial Group
New York
$220K -$44.8K -634 -17%
JWCA
507
J.W. Cole Advisors
Florida
$219K +$216K +3,061 New
PAG
508
Private Advisor Group
New Jersey
$218K -$2.97K -42 -1%
HNB
509
Huntington National Bank
Ohio
$217K +$2.26K +32 +1%
IWM
510
IHT Wealth Management
Illinois
$216K +$213K +3,021 New
DAM
511
Doheny Asset Management
California
$215K
BC
512
Bridgefront Capital
Texas
$215K +$212K +3,002 New
SL
513
Summitry LLC
California
$215K -$73.7K -1,044 -26%
FCBT
514
First Citizens Bank & Trust
North Carolina
$215K
CI
515
CX Institutional
Indiana
$214K +$211K +2,983 New
LP
516
LMR Partners
United Kingdom
$214K +$211K +2,988 New
IAS
517
Insigneo Advisory Services
Florida
$214K +$847 +12 +0.4%
SG
518
StoneX Group
New York
$211K +$208K +2,952 New
RMDI
519
R.M. Davis Inc
Maine
$204K
EIP
520
Ellis Investment Partners
Pennsylvania
$204K +$212 +3 +0.1%
FWP
521
Firethorn Wealth Partners
Georgia
$200K -$21.5K -304 -10%
RIL
522
Rothschild Investment LLC
Illinois
$190K +$1.7K +24 +0.9%
BIG
523
Brooklyn Investment Group
New York
$186K +$151K +2,139 +460%
SOW
524
State of Wyoming
Wyoming
$186K +$183K +2,596 New
HDIM
525
Hanson & Doremus Investment Management
Vermont
$185K -$31.6K -448 -15%

EQR Hedge Fund Activity: Q1 2025 in Review

702 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2025, worth a combined $25.3B — down 0.77% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new EQR positions and 65 closed out — a net gain of 25 holders — while 271 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Heitman Real Estate Securities, cutting an estimated $96M.

  • 702 institutional investors held Equity Residential (EQR) as of Q1 2025, up from 683 in Q4 2024.
  • Funds reported $25.3B of Equity Residential stock for Q1 2025, down 0.77% quarter-over-quarter.
  • 90 funds opened new Equity Residential positions in Q1 2025 and 65 closed out, a net change of +25 holders.
  • The largest Equity Residential buyer in Q1 2025 was Citadel Advisors, an estimated $130M added.
  • The largest Equity Residential seller in Q1 2025 was Heitman Real Estate Securities, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2025.