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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
526
Private Ocean
California
$14.8K
DFCM
527
Dark Forest Capital Management
Puerto Rico
$14.7K +$15.6K +249 New
MHR
528
Matthew Hamilton Rosenberg
$14.7K
HIIFS
529
Harel Insurance Investments & Financial Services
Israel
$14K
ST
530
Smithfield Trust
Pennsylvania
$14K
AFS
531
Annapolis Financial Services
Maryland
$13.7K
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$13.5K
HIA
533
Harbor Investment Advisory
Maryland
$12.6K
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$12K -$4K -64 -24%
CT
535
Caldwell Trust
Florida
$11.8K -$23.5K -375 -65%
BLC
536
Brown, Lisle/Cummings
Rhode Island
$11.8K
HWA
537
HHM Wealth Advisors
Tennessee
$11.4K +$1.5K +24 +14%
MFT
538
Moisand Fitzgerald Tamayo
Florida
$11.2K +$4.94K +79 +71%
AAMA
539
Advanced Asset Management Advisors
Ohio
$11.2K +$11.8K +189 New
ZB
540
Zions Bancorporation
Utah
$10.8K +$501 +8 +5%
LC
541
Lindbrook Capital
California
$10.4K -$5.32K -85 -33%
QL
542
Quarry LP
New York
$10.1K +$10.8K +172 New
GBT
543
Grove Bank & Trust
Florida
$10K +$11.1K +177 New
FHA
544
First Horizon Advisors
Tennessee
$9.91K -$41.6K -665 -80%
EARNEST Partners
545
EARNEST Partners
Georgia
$9.73K
CCMI
546
Creative Capital Management Investments
California
$9K +$9.51K +152 New
WPA
547
West Paces Advisors
Georgia
$8.26K
AIM
548
Anchor Investment Management
South Carolina
$8.2K
PTC
549
Private Trust Company
Ohio
$8K +$626 +10 +8%
FPFS
550
First Personal Financial Services
North Carolina
$7.38K

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.