EQR icon

Equity Residential

588 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 206 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-18
Holders Change %
-2.97%
% of All Funds
9.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
51
Increased
206
Reduced
227
Closed
63
Calls
$32.6M
Puts
$32.7M
Net Calls
-$103K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
526
Allworth Financial
California
$13K -$10.5K -179 -45%
BTI
527
Blue Trust Inc
Georgia
$12K +$1.3K +20 +12%
NS
528
NBC Securities
Alabama
$12K +$12K +206 New
HIA
529
Harbor Investment Advisory
Maryland
$11.7K -$763 -13 -6%
BLC
530
Brown, Lisle/Cummings
Rhode Island
$11.7K
OA
531
Operose Advisors
Wisconsin
$11.4K +$11.4K +195 New
UB
532
UMB Bank
Missouri
$11.3K
MFT
533
Moisand Fitzgerald Tamayo
Florida
$11.2K
CG
534
Cutler Group
California
$11K +$11K +197 New
SS
535
Sunbelt Securities
Texas
$10.9K
ZB
536
Zions Bancorporation
Utah
$10.7K -$470 -8 -4%
PMAM
537
Picton Mahoney Asset Management
Ontario, Canada
$10K +$10K +180 New
EARNEST Partners
538
EARNEST Partners
Georgia
$9.69K
CAC
539
Core Alternative Capital
Georgia
$9.68K
WTG
540
West Tower Group
Virginia
$9.28K +$9.28K +158 New
GBT
541
Grove Bank & Trust
Florida
$9.22K -$1.17K -20 -11%
CFGS
542
Concourse Financial Group Securities
Alabama
$9.2K -$7.42K -125 -45%
WPA
543
West Paces Advisors
Georgia
$8.22K
TWM
544
Tradition Wealth Management
Minnesota
$8K -$246 -4 -3%
GKIM
545
GW&K Investment Management
Massachusetts
$8K +$364 +6 +5%
TPCW
546
TD Private Client Wealth
New York
$7.16K +$2.99K +51 +72%
KFI
547
Key Financial Inc
Pennsylvania
$6.22K
CWP
548
Concord Wealth Partners
Virginia
$6.17K
BFPW
549
BOK Financial Private Wealth
Colorado
$6.06K
CTA
550
Colonial Trust Advisors
South Carolina
$5.99K +$5.99K +102 New