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Equity Residential

690 hedge funds and large institutions have $22.3B invested in Equity Residential in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 246 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

8.36% more ownership

Funds ownership: 84.76%93.12% (+8.4%)

7% more capital invested

Capital invested by funds: $20.9B → $22.3B (+$1.38B)

0% more funds holding

Funds holding: 688690 (+2)

4% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 256

83% less call options, than puts

Call options by funds: $7.46M | Put options by funds: $44.1M

Holders
690
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
8.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.17%
New
86
Increased
246
Reduced
256
Closed
74
Calls
$7.46M
Puts
$44.1M
Net Calls
-$36.7M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
501
Garner Asset Management Corp
Texas
$167K +$163K +2,652 New
HDIM
502
Hanson & Doremus Investment Management
Vermont
$158K
NSIM
503
North Star Investment Management
Illinois
$147K +$2.39K +39 +2%
PWA
504
Physician Wealth Advisors
Utah
$145K +$9.32K +152 +7%
M
505
MOTCO
Texas
$137K +$4.48K +73 +3%
WT
506
Whittier Trust
California
$135K +$15.7K +256 +13%
TFIPS
507
Towarzystwo Funduszy Inwestycyjnych PZU SA
$134K +$17.2K +280 +15%
AUB
508
Atlantic Union Bankshares
Virginia
$123K
Bank Julius Baer & Co
509
Bank Julius Baer & Co
Switzerland
$122K -$61 -1 -0.1%
HPC
510
HM Payson & Co
Maine
$119K
HNB
511
Huntington National Bank
Ohio
$112K -$42K -685 -28%
EWP
512
Elevation Wealth Partners
California
$108K +$1.17K +19 +1%
C
513
Covestor
United Kingdom
$97K +$49.9K +813 +112%
1IA
514
1620 Investment Advisors
Massachusetts
$97K +$1.72K +28 +2%
EWA
515
EverSource Wealth Advisors
Alabama
$96.5K -$106K -1,723 -53%
SAM
516
Sherman Asset Management
California
$94.9K
Federated Hermes
517
Federated Hermes
Pennsylvania
$93.1K -$491 -8 -0.5%
GEA
518
Glen Eagle Advisors
New Jersey
$85.8K -$7.97K -130 -9%
AF
519
Allworth Financial
California
$80.6K +$28.2K +459 +56%
MCM
520
Manchester Capital Management
Vermont
$78.7K +$368 +6 +0.5%
BTI
521
Blue Trust Inc
Georgia
$77K -$3.93K -64 -5%
HFM
522
Harvest Fund Management
China
$77K +$46K +750 +159%
MA
523
Montag & Associates
Georgia
$76.5K -$1.17K -19 -2%
DAM
524
Delta Asset Management
Tennessee
$75.6K
IIM
525
Intact Investment Management
Quebec, Canada
$75.6K +$73.6K +1,200 New