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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$5K +$1.6K +21 +50%
ATC
527
Adirondack Trust Company
New York
$4K
CHC
528
City Holding Co
West Virginia
$4K
IRC
529
Investors Research Corp
Georgia
$4K
OIA
530
OneDigital Investment Advisors
Kansas
$4K
LGWM
531
Litman Gregory Wealth Management
California
$4K +$4.51K +59 New
HR
532
Howe & Rusling
New York
$3K -$687 -9 -17%
BWM
533
Baystate Wealth Management
Massachusetts
$3K
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$3K
FRA
535
Front Row Advisors
California
$3K
GAM
536
Gemmer Asset Management
California
$3K
JWA
537
JFS Wealth Advisors
Pennsylvania
$3K
LC
538
Lindbrook Capital
California
$3K
RIA
539
Realta Investment Advisors
Delaware
$3K +$2.83K +37 New
GWS
540
Glassman Wealth Services
Virginia
$2K
IFAM
541
Institutional & Family Asset Management
Colorado
$2K
SFSIG
542
San Francisco Sentry Investment Group
California
$2K
TWA
543
TCI Wealth Advisors
Arizona
$2K
CFG
544
Citizens Financial Group
Rhode Island
$1K -$1.22K -16 -53%
CIR
545
Clear Investment Research
Georgia
$1K -$76 -1 -11%
PCG
546
Private Capital Group
Connecticut
$1K -$76 -1 -6%
VCM
547
Versant Capital Management
Arizona
$1K
TFA
548
Transamerica Financial Advisors
Florida
$1K +$229 +3 New
AWM
549
Avior Wealth Management
Nebraska
$1K +$917 +12 New
DWM
550
Doyle Wealth Management
Florida
$1K +$917 +12 New

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.