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Equity Residential
EQR

Overview Fund Activity

570 hedge funds and large institutions have $20.3B invested in Equity Residential in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+17
Holders Change %
+3.07%
% of All Funds
11.72%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.27%
New
79
Increased
201
Reduced
203
Closed
57
Calls
$160M
Puts
$42.1M
Net Calls
+$118M
Net Calls Change
+$83.7M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$164M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$770M
3
Norges Bank
3
Norges Bank
Norway
$1.51B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$209M
5
BlackRock
5
BlackRock
New York
$2.49B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$452K
2
Deutsche Bank
2
Deutsche Bank
Germany
$59.8M
3
RC
3
Resolution Capital
Australia
$116M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$17.9M
5
Charles Schwab
5
Charles Schwab
California
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
551
Baystate Wealth Management
Massachusetts
$3K – – –
GRP
552
Global Retirement Partners
California
$3K – – –
EW
553
Evoke Wealth
California
$3K – – –
HFA
554
HC Financial Advisors
California
$3K – – –
RWA
555
Ropes Wealth Advisors
Massachusetts
$3K +$3K +43 New
CWC
556
Carolinas Wealth Consulting
North Carolina
$3K +$3K +44 New
SFSIG
557
San Francisco Sentry Investment Group
California
$2K -$2.62K -34 -57%
HR
558
Howe & Rusling
New York
$2K -$649 -12 -24%
PCG
559
Private Capital Group
Connecticut
$2K – – –
IFAM
560
Institutional & Family Asset Management
Colorado
$2K +$585 +12 +41%
WCG
561
Weaver Consulting Group
California
$2K +$2K +37 New
PW
562
Price Wealth
Texas
$2K +$2K +40 New
TWA
563
TCI Wealth Advisors
Arizona
$1K -$667 -6 -40%
CCA
564
Column Capital Advisors
Indiana
$1K – – –
VCM
565
Versant Capital Management
Arizona
$1K – – –
Kayne Anderson Rudnick Investment Management
566
Kayne Anderson Rudnick Investment Management
California
$1K – – –
TFA
567
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
LBIM
568
Land & Buildings Investment Management
Connecticut
– -$10.7M -173,700 Closed
PL
569
Perpetual Ltd
Australia
– -$10M -162,419 Closed
CIM
570
Contravisory Investment Management
Massachusetts
– -$3.5M -56,634 Closed
HCM
571
HGI Capital Management
New York
– -$3.31M -53,633 Closed
GAM
572
Gotham Asset Management
New York
– -$2.18M -35,251 Closed
N
573
Natixis
France
– -$1.81M -29,280 Closed
AAMU
574
AEGON Asset Management (UK)
United Kingdom
– -$1.71M -27,671 Closed
3C
575
361 Capital
Colorado
– -$1.47M -23,843 Closed
21 22
23
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