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Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NPP
526
New Potomac Partners
Maryland
$121K +$117K +1,624 New
Federated Hermes
527
Federated Hermes
Pennsylvania
$120K +$21.7K +301 +23%
SIM
528
Sentry Investment Management
Wisconsin
$118K +$115K +1,588 New
QC
529
Quent Capital
New York
$116K -$22.4K -310 -17%
EWA
530
EverSource Wealth Advisors
Alabama
$116K +$25.1K +347 +29%
GEA
531
Glen Eagle Advisors
New Jersey
$116K
VFA
532
Values First Advisors
Tennessee
$114K +$111K +1,533 New
C
533
Covestor
United Kingdom
$100K +$9.82K +136 +11%
MCM
534
Manchester Capital Management
Vermont
$96.7K
TFIPS
535
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.3K
MC
536
Muzinich & Co
New York
$93.5K
RFS
537
Richardson Financial Services
Massachusetts
$93.5K +$46.9K +650 +100%
DAM
538
Delta Asset Management
Tennessee
$91.6K -$3.61K -50 -4%
MA
539
Montag & Associates
Georgia
$91.2K
AA
540
Alta Advisers
United Kingdom
$89.4K
ST
541
Smithfield Trust
Pennsylvania
$89K +$15.1K +209 +21%
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$86.1K +$24.9K +345 +43%
QCG
543
Quadrant Capital Group
Ohio
$83.5K -$4.26K -59 -5%
CH
544
Cromwell Holdings
Wyoming
$82.7K
WTC
545
WhitTier Trust Company
Nevada
$77.1K
BCWM
546
Bartlett & Co Wealth Management
Ohio
$75.6K
PS
547
Planned Solutions
California
$74.5K +$72.2K +1,000 New
IIM
548
Intact Investment Management
Quebec, Canada
$73K +$70.8K +980 New
FCAS
549
First Command Advisory Services
Texas
$67K
FIA
550
FNY Investment Advisers
New York
$67K +$27.4K +380 +72%