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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$27K -$7.94K -105 -23%
GWS
527
Glassman Wealth Services
Virginia
$27K +$2.27K +30 +9%
ECM
528
Estabrook Capital Management
New York
$26.9K
SCM
529
Silvant Capital Management
Georgia
$24K
FWM
530
Focused Wealth Management
New York
$23K
MA
531
MCF Advisors
Kentucky
$22K +$151 +2 +0.7%
GWM
532
Geneos Wealth Management
Colorado
$21K
MGIM
533
M&G Investment Management
United Kingdom
$20.6K +$20.2M +266,989 New
FPFS
534
First Personal Financial Services
North Carolina
$19K -$18.9K -250 -50%
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$19K
RA
536
Resolute Advisors
California
$19K +$18.6K +246 New
ST
537
Smithfield Trust
Pennsylvania
$18K -$75.6K -1,000 -81%
AFS
538
Annapolis Financial Services
Maryland
$18K
SIM
539
Sonora Investment Management
Arizona
$18K
SIS
540
Sound Income Strategies
Florida
$18K +$17.9K +237 New
Nisa Investment Advisors
541
Nisa Investment Advisors
Missouri
$16.6K -$1.18M -15,579 -7%
HIA
542
Harbor Investment Advisory
Maryland
$16K
H
543
Hexavest
Quebec, Canada
$16K
PFBT
544
Parkside Financial Bank & Trust
Missouri
$16K +$2.19K +29 +16%
RE
545
RBC Europe
United Kingdom
$15.4K
HI
546
Harbour Investments
Wisconsin
$15K
CAM
547
CenterStar Asset Management
Illinois
$14K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$14K
EARNEST Partners
549
EARNEST Partners
Georgia
$13K
FHC
550
First Horizon Corporation
Tennessee
$12K

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.