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Equity Residential

683 hedge funds and large institutions have $20.9B invested in Equity Residential in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 280 increasing their positions, 214 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $23.7B → $20.9B (-$2.8B)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
683
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.8M
Puts
$30M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$159K
SG Americas Securities
502
SG Americas Securities
New York
$158K
NSIM
503
North Star Investment Management
Illinois
$149K
PWA
504
Physician Wealth Advisors
Utah
$139K
M
505
MOTCO
Texas
$136K
OIA
506
Optimum Investment Advisors
Illinois
$129K
CIAM
507
Caitong International Asset Management
Hong Kong
$127K
AUB
508
Atlantic Union Bankshares
Virginia
$126K
Bank Julius Baer & Co
509
Bank Julius Baer & Co
Switzerland
$125K
HPC
510
HM Payson & Co
Maine
$122K
WT
511
Whittier Trust
California
$121K
TFIPS
512
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K
QC
513
Quent Capital
New York
$110K
EWP
514
Elevation Wealth Partners
California
$109K
1IA
515
1620 Investment Advisors
Massachusetts
$97.7K
SAM
516
Sherman Asset Management
California
$97.4K
GEA
517
Glen Eagle Advisors
New Jersey
$96.5K
Federated Hermes
518
Federated Hermes
Pennsylvania
$96.1K
CCA
519
Catalyst Capital Advisors
New York
$84.3K
BTI
520
Blue Trust Inc
Georgia
$83.2K
MC
521
Muzinich & Co
New York
$81.3K
MA
522
Montag & Associates
Georgia
$80.7K
MCM
523
Manchester Capital Management
Vermont
$80.5K
BBHC
524
Brown Brothers Harriman & Co
New York
$79.9K
TCOT
525
Trust Company of Toledo
Ohio
$79.2K