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Equity Residential

573 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 229 increasing their positions, 188 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-20
Holders Change %
-3.37%
% of All Funds
9.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
66
Increased
229
Reduced
188
Closed
72
Calls
$36.6M
Puts
$30.2M
Net Calls
+$6.39M
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
551
Commonwealth Equity Services
Massachusetts
$2.82K +$206 +3,435 +8%
LF
552
Lee Financial
Texas
$2.82K +$2.82K +47 New
BWM
553
Baystate Wealth Management
Massachusetts
$2.81K
SWA
554
Sutton Wealth Advisors
Florida
$2.64K
ME
555
McIlrath & Eck
Washington
$2.52K +$540 +9 +27%
PTC
556
Private Trust Company
Ohio
$2.46K -$5.46K -91 -69%
AWM
557
Abound Wealth Management
Tennessee
$2.4K
GWSG
558
GPS Wealth Strategies Group
Colorado
$2.4K +$2.4K +40 New
SIA
559
SkyView Investment Advisors
New Jersey
$2K +$2K +28 New
PPC
560
Park Place Capital
Alabama
$1.62K
TF
561
TimeScale Financial
Massachusetts
$1.59K +$59 +1 +4%
VCM
562
Versant Capital Management
Arizona
$1.55K -$777 -13 -33%
SIS
563
Sound Income Strategies
Florida
$1.5K -$960 -16 -39%
CCA
564
Column Capital Advisors
Indiana
$1.5K
NMG
565
New Millennium Group
Utah
$943 -$118 -2 -11%
CWC
566
Carolinas Wealth Consulting
North Carolina
$910 -$5.98K -92 -87%
CP
567
Castleview Partners
Texas
$840 +$840 +14 New
BAAM
568
Baker Avenue Asset Management
California
$780 -$180 -3 -19%
GI
569
Gradient Investments
Minnesota
$780
APC
570
Aspire Private Capital
North Carolina
$637
ECM
571
Everence Capital Management
Indiana
$450 -$592 -9,870 -57%
TFM
572
TFC Financial Management
Massachusetts
$420 +$420 +7 New
PWMG
573
Prestige Wealth Management Group
New Jersey
$364
BA
574
Bellwether Advisors
Nebraska
$240 +$240 +4 New
DPIM
575
Duff & Phelps Investment Management
Illinois
-$42.2M -721,598 Closed