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Equity Residential
EQR

Overview Fund Activity

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$708M
2
CTC
Chai Trust Company
Illinois
$356M
3
DCP
D1 Capital Partners
New York
$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
5
RC
Resolution Capital
Australia
$618M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64M
2
LPC
Long Pond Capital
New York
$0
3
BlackRock
BlackRock
New York
$2.66B
4
Bank of America
Bank of America
North Carolina
$128M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
551
Brown, Lisle/Cummings
Rhode Island
$13.2K – – –
UB
552
UMB Bank
Missouri
$12.7K – – –
MFT
553
Moisand Fitzgerald Tamayo
Florida
$12.5K – – –
ZB
554
Zions Bancorporation
Utah
$12.5K -$8.51K -129 -40%
SS
555
Sunbelt Securities
Texas
$12.2K – – –
GBT
556
Grove Bank & Trust
Florida
$11.7K – – –
EARNEST Partners
557
EARNEST Partners
Georgia
$10.9K – – –
CAC
558
Core Alternative Capital
Georgia
$10.9K +$132 +2 +1%
BTI
559
Blue Trust Inc
Georgia
$10K -$17K -280 -63%
WPA
560
West Paces Advisors
Georgia
$9.24K – – –
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
$9K -$1.29K -20 -13%
FMP
562
Financial Management Professionals
Texas
$9K – – –
TWM
563
Tradition Wealth Management
Minnesota
$9K +$134 +2 +2%
GKIM
564
GW&K Investment Management
Massachusetts
$8K +$8K +126 New
KFI
565
Key Financial Inc
Pennsylvania
$6.99K – – –
CWP
566
Concord Wealth Partners
Virginia
$6.93K -$5.74K -87 -45%
BFPW
567
BOK Financial Private Wealth
Colorado
$6.8K – – –
AIM
568
Anchor Investment Management
South Carolina
$6.6K -$2.57K -39 -28%
BEI
569
Benjamin Edwards Inc
Missouri
$5K -$4.57K -63 -48%
BG
570
Bollard Group
Massachusetts
$5K +$5K +80 New
TPCW
571
TD Private Client Wealth
New York
$4.68K -$1.45K -22 -24%
BIA
572
Bell Investment Advisors
California
$4.68K -$1.06K -16 -18%
AF
573
Advisornet Financial
Minnesota
$4.62K -$660 -10 -13%
GWM
574
Geneos Wealth Management
Colorado
$4.55K – – –
CAL
575
Capital Advisors Ltd
Ohio
$4K -$2.33K -32 -37%
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