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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
551
Lindbrook Capital
California
$12K
EBA
552
Eagle Bay Advisors
New York
$12K +$11.7K +155 New
TPCW
553
TD Private Client Wealth
New York
$11.8K +$529 +7 +5%
FF
554
FourThought Financial
Florida
$11K -$5.67K -75 -33%
BWM
555
BerganKDV Wealth Management
Minnesota
$11K +$76 +1 +0.7%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$11K +$3.33K +44 +46%
WPA
557
West Paces Advisors
Georgia
$10.8K
SWA
558
SOA Wealth Advisors
New York
$10K -$6.35K -84 -38%
BWA
559
BDO Wealth Advisors
Florida
$10K
APA
560
American Portfolios Advisors
New York
$9.24K +$3.78K +50 +71%
KFI
561
Key Financial Inc
Pennsylvania
$9K
TFO
562
Tarbox Family Office
California
$9K
TWM
563
Tradition Wealth Management
Minnesota
$9K +$9.07K +120 New
AIG
564
American International Group
New York
$8.4K -$446K -5,902 -5%
SPIA
565
Steward Partners Investment Advisory
New York
$8K -$71.9K -951 -90%
CWP
566
Concord Wealth Partners
Virginia
$8K -$5.22K -69 -40%
CG
567
Cutler Group
California
$8K +$8.24K +109 New
MHR
568
Matthew Hamilton Rosenberg
$8K +$8.24K +109 New
AIM
569
Anchor Investment Management
South Carolina
$7.7K
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
EWA
571
Evolution Wealth Advisors
Florida
$6K
MCM
572
MV Capital Management
Maryland
$5K +$4.54K +60 +600%
TWA
573
TCI Wealth Advisors
Arizona
$4K -$680 -9 -15%
ATC
574
Adirondack Trust Company
New York
$4K
HR
575
Howe & Rusling
New York
$4K

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.