EQR icon

Equity Residential
EQR

Overview Fund Activity

614 hedge funds and large institutions have $23.1B invested in Equity Residential in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.62%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
70
Increased
218
Reduced
219
Closed
64
Calls
$52.5M
Puts
$36.9M
Net Calls
+$15.6M
Net Calls Change
-$21M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$99.3M
2
RC
2
Resolution Capital
Australia
$533M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$435M
4
Norges Bank
4
Norges Bank
Norway
$2.08B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$182M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$861M
2
LPC
2
Long Pond Capital
New York
$0
3
BlackRock
3
BlackRock
New York
$2.41B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$17.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
551
Smithfield Trust
Pennsylvania
$16K -$66.7K -1,000 -81%
HIIFS
552
Harel Insurance Investments & Financial Services
Israel
$16K -$13.3K -200 -45%
AFS
553
Annapolis Financial Services
Maryland
$16K – – –
PO
554
Private Ocean
California
$16K – – –
FF
555
FourThought Financial
Florida
$15K +$1.55K +23 +12%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$15K +$2.63K +40 +21%
UB
557
UMB Bank
Missouri
$14K -$1.94K -28 -12%
HFM
558
Harvest Fund Management
China
$14K – – –
HIA
559
Harbor Investment Advisory
Maryland
$14K – – –
BLC
560
Brown, Lisle/Cummings
Rhode Island
$13.4K – – –
ZB
561
Zions Bancorporation
Utah
$12K – – –
RTC
562
Riverview Trust Company
Washington
$12K +$12K +175 New
AIP
563
Almanack Investment Partners
Pennsylvania
$12K +$12K +177 New
EARNEST Partners
564
EARNEST Partners
Georgia
$11K – – –
HWA
565
HHM Wealth Advisors
Tennessee
$11K +$325 +5 +3%
CSPAM
566
Cary Street Partners Asset Management
Virginia
$11K +$11K +159 New
GIA
567
GHP Investment Advisors
Colorado
$10K +$10K +149 New
WPA
568
West Paces Advisors
Georgia
$9.41K – – –
AIM
569
Anchor Investment Management
South Carolina
$9.34K +$2.62K +39 +39%
MCM
570
MV Capital Management
Maryland
$9K +$3.57K +52 +66%
CAC
571
Core Alternative Capital
Georgia
$8K – – –
PTC
572
Private Trust Company
Ohio
$8K – – –
FPFS
573
First Personal Financial Services
North Carolina
$8K – – –
TWM
574
Tradition Wealth Management
Minnesota
$8K +$64 +1 +0.8%
AF
575
Advisornet Financial
Minnesota
$8K +$2.09K +30 +35%
21 22
23
24 25