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Equity Residential
EQR

Overview Fund Activity

553 hedge funds and large institutions have $21.8B invested in Equity Residential in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 101 closing their positions.

Holders
553
Holders Change
-40
Holders Change %
-6.75%
% of All Funds
12.22%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
65
Increased
199
Reduced
202
Closed
101
Calls
$46.4M
Puts
$12.6M
Net Calls
+$33.8M
Net Calls Change
-$21.8M

Top Buyers

1
BPSG
1
Brookfield Public Securities Group
New York
$157M
2
Cohen & Steers
2
Cohen & Steers
New York
$603M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$137M
4
Invesco
4
Invesco
Georgia
$375M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$210M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$204M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
Macquarie Group
3
Macquarie Group
Australia
$610M
4
Morgan Stanley
4
Morgan Stanley
New York
$180M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$80.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
526
Lee Financial
Texas
$4K 60 – –
GSWM
527
Golden State Wealth Management
California
$4K 67 +67 New
EW
528
Evoke Wealth
California
$3.31K 53 -1,661 -97%
BBHC
529
Brown Brothers Harriman & Co
New York
$3K 44 -44 -50%
NFG
530
Next Financial Group
Texas
$3K 50 -13 -21%
GRP
531
Global Retirement Partners
California
$3K 45 -12 -21%
HR
532
Howe & Rusling
New York
$3K 49 -3 -6%
ATC
533
Adirondack Trust Company
New York
$3K 50 – –
BWM
534
Baystate Wealth Management
Massachusetts
$3K 42 – –
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$3K 34 – –
SQA
536
Simon Quick Advisors
New Jersey
$3K 54 +11 +26%
HFA
537
HC Financial Advisors
California
$3K 50 +50 New
FM
538
Forward Management
California
$2K 40 -11,900 -100%
PCG
539
Private Capital Group
Connecticut
$2K 31 -62 -67%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 28 -48 -63%
IFAM
541
Institutional & Family Asset Management
Colorado
$2K 29 – –
CCA
542
Column Capital Advisors
Indiana
$2K 25 – –
VCM
543
Versant Capital Management
Arizona
$2K 33 +11 +50%
VFA
544
Valeo Financial Advisors
Indiana
$2K 23 +23 New
TWA
545
TCI Wealth Advisors
Arizona
$1K 15 -527 -97%
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$1K 20 – –
AA
547
AlphaMark Advisors
Kentucky
$1K 19 +19 New
OAM
548
Optimal Asset Management
California
$469 7,601 +2,000 +36%
ESCM
549
Echo Street Capital Management
New York
– – -234,064 Closed
OAC
550
OMERS Administration Corp
Ontario, Canada
– – -152,800 Closed
20 21
22
23 24