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Equity Residential

588 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 206 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-18
Holders Change %
-2.97%
% of All Funds
9.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
51
Increased
206
Reduced
227
Closed
63
Calls
$32.6M
Puts
$32.7M
Net Calls
-$103K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
551
Anchor Investment Management
South Carolina
$5.87K
SIS
552
Sound Income Strategies
Florida
$5.87K +$4.4K +75 +300%
BIA
553
Bell Investment Advisors
California
$4.64K +$470 +8 +11%
SWA
554
Sutton Wealth Advisors
Florida
$4.4K +$1.7K +29 +63%
FCA
555
FinTrust Capital Advisors
South Carolina
$4.29K +$4.29K +73 New
GWM
556
Geneos Wealth Management
Colorado
$4.05K
TCM
557
Tradewinds Capital Management
Washington
$3.23K
GI
558
Gradient Investments
Minnesota
$2.99K +$1.12K +19 +59%
AWM
559
Abound Wealth Management
Tennessee
$2.94K
ATC
560
Adirondack Trust Company
New York
$2.94K
BWM
561
Baystate Wealth Management
Massachusetts
$2.81K
ME
562
McIlrath & Eck
Washington
$2.47K
PTC
563
Private Trust Company
Ohio
$2.41K
CIA
564
Cape Investment Advisory
Georgia
$2.17K
FMP
565
Financial Management Professionals
Texas
$2K -$7.5K -105 -79%
VNA
566
Valley National Advisers
Pennsylvania
$2K +$2K +30 New
VCM
567
Versant Capital Management
Arizona
$2K
BBHC
568
Brown Brothers Harriman & Co
New York
$1.7K
PPC
569
Park Place Capital
Alabama
$1.59K
RTL
570
Red Tortoise LLC
Georgia
$1.47K +$1.47K +25 New
CP
571
Castleview Partners
Texas
$1.29K
CB
572
CNB Bank
Pennsylvania
$1.17K +$1.17K +20 New
AW
573
Avion Wealth
Texas
$1K
APC
574
Aspire Private Capital
North Carolina
$636 -$64 -1 -9%
TFM
575
TFC Financial Management
Massachusetts
$588