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Equity Residential

631 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+43
Holders Change %
+7.31%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
100
Increased
197
Reduced
240
Closed
50
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
526
Loomis, Sayles & Company
Massachusetts
$35K -$6.61K -109 -16%
AF
527
Advisornet Financial
Minnesota
$34.1K +$34.1K +557 New
VAMG
528
Voisard Asset Management Group
Michigan
$32.7K +$32.7K +535 New
FA
529
Financial Avengers
California
$31.5K +$367 +6 +1%
SIC
530
Salem Investment Counselors
North Carolina
$30.9K
TPCW
531
TD Private Client Wealth
New York
$30.6K +$23.1K +378 +310%
FGAM
532
Financial Gravity Asset Management
Texas
$30.5K +$4.86K +87 +19%
AF
533
Allworth Financial
California
$29.9K +$16.3K +267 +121%
Northwestern Mutual Wealth Management
534
Northwestern Mutual Wealth Management
Wisconsin
$29.5K -$27.3K -446 -48%
BGAI
535
Bruce G. Allen Investments
Colorado
$27.8K +$27.8K +454 New
HCM
536
Hollencrest Capital Management
California
$27.1K +$306 +5 +1%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$26.8K -$13.9K -227 -34%
GWS
538
Glassman Wealth Services
Virginia
$26.7K -$21.2K -346 -44%
Group One Trading
539
Group One Trading
Illinois
$26.2K +$26.2K +429 New
DMBA
540
Deseret Mutual Benefit Administrators
Utah
$24.8K -$7.58K -124 -23%
CFB
541
Cullen/Frost Bankers
Texas
$24.5K
CTC
542
Central Trust Company
Missouri
$24.5K
AA
543
Ancora Advisors
Ohio
$24.5K
IPW
544
Impact Partnership Wealth
Georgia
$22.1K -$392K -6,416 -95%
SWM
545
Spire Wealth Management
Virginia
$21.8K -$787 -13 -3%
DI
546
DAGCO Inc
Ohio
$21.7K +$21.7K +355 New
DWS
547
Dynamic Wealth Strategies
California
$21.7K +$21.7K +355 New
ECM
548
Estabrook Capital Management
New York
$21.4K
DSC
549
Duncker Streett & Co
Missouri
$21.4K
CT
550
Clearstead Trust
Maine
$20.9K -$2.35M -38,392 -99%