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Equity Residential
EQR

Overview Fund Activity

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M

Top Buyers

1
RC
Resolution Capital
Australia
$479M
2
DCP
D1 Capital Partners
New York
$437M
3
Invesco
Invesco
Georgia
$361M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Prudential Financial
Prudential Financial
New Jersey
$207M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Principal Financial Group
Principal Financial Group
Iowa
$77.5M
3
State Street
State Street
Massachusetts
$1.51B
4
BlackRock
BlackRock
New York
$2.53B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
526
Spire Wealth Management
Virginia
$23.8K +$1.07K +17 +5%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$23.4K -$4.36K -69 -16%
ECM
528
Estabrook Capital Management
New York
$22.1K – – –
DSC
529
Duncker Streett & Co
Missouri
$22.1K – – –
CWC
530
Carolinas Wealth Consulting
North Carolina
$20.3K +$20.3K +318 New
SCM
531
Silvant Capital Management
Georgia
$19.8K – – –
PCM
532
Perritt Capital Management
Illinois
$19.1K +$189 +3 +1%
NS
533
NBC Securities
Alabama
$18K +$6.28K +105 +54%
SPIA
534
Steward Partners Investment Advisory
New York
$17.5K +$2.4K +38 +16%
FGAM
535
Financial Gravity Asset Management
Texas
$17.4K -$17.1K -270 -50%
FHA
536
First Horizon Advisors
Tennessee
$17K – – –
FIM
537
Fernwood Investment Management
Massachusetts
$17K +$17K +270 New
DWS
538
Dynamic Wealth Strategies
California
$17K -$5.69K -89 -25%
JWM
539
Janiczek Wealth Management
Colorado
$16.9K +$1.2K +19 +8%
CA
540
Crewe Advisors
Utah
$16.5K +$16.5K +262 New
GIM
541
Gold Investment Management
Alberta, Canada
$15.9K – – –
SSB
542
Sandy Spring Bank
Maryland
$15.8K – – –
PO
543
Private Ocean
California
$15.8K – – –
AFS
544
Annapolis Financial Services
Maryland
$14.7K – – –
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$14.4K – – –
HWA
546
HHM Wealth Advisors
Tennessee
$14.1K – – –
BWP
547
Baldwin Wealth Partners
Massachusetts
$13.9K -$58.4K -925 -81%
UB
548
UMB Bank
Missouri
$13.5K +$316 +5 +2%
BLC
549
Brown, Lisle/Cummings
Rhode Island
$12.6K – – –
HIA
550
Harbor Investment Advisory
Maryland
$12.6K – – –
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