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Equity Residential

674 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, 278 increasing their positions, 210 reducing their positions, and 85 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 (-$2.82B)

16% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 85

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
674
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
PWA
501
Physician Wealth Advisors
Utah
$139K
M
502
MOTCO
Texas
$136K
OIA
503
Optimum Investment Advisors
Illinois
$129K
CIAM
504
Caitong International Asset Management
Hong Kong
$127K
AUB
505
Atlantic Union Bankshares
Virginia
$126K
Bank Julius Baer & Co
506
Bank Julius Baer & Co
Switzerland
$125K
HPC
507
HM Payson & Co
Maine
$122K
WT
508
Whittier Trust
California
$121K
TFIPS
509
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K
QC
510
Quent Capital
New York
$110K
EWP
511
Elevation Wealth Partners
California
$109K
1IA
512
1620 Investment Advisors
Massachusetts
$97.7K
SAM
513
Sherman Asset Management
California
$97.4K
GEA
514
Glen Eagle Advisors
New Jersey
$96.5K
Federated Hermes
515
Federated Hermes
Pennsylvania
$96.1K
CCA
516
Catalyst Capital Advisors
New York
$84.3K
BTI
517
Blue Trust Inc
Georgia
$83.2K
MC
518
Muzinich & Co
New York
$81.3K
MA
519
Montag & Associates
Georgia
$80.7K
MCM
520
Manchester Capital Management
Vermont
$80.5K
BBHC
521
Brown Brothers Harriman & Co
New York
$79.9K
TCOT
522
Trust Company of Toledo
Ohio
$79.2K
DAM
523
Delta Asset Management
Tennessee
$77.7K
CH
524
Cromwell Holdings
Wyoming
$76.3K
BCWM
525
Bartlett & Co Wealth Management
Ohio
$68.3K