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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
551
Duncker Streett & Co
Missouri
$21.4K
ECM
552
Estabrook Capital Management
New York
$21.4K
CT
553
Clearstead Trust
Maine
$20.9K -$2.22M -38,392 -99%
GRP
554
Global Retirement Partners
California
$20.5K -$3.41K -59 -15%
SCM
555
Silvant Capital Management
Georgia
$19.2K
PCM
556
Perritt Capital Management
Illinois
$18.3K
FWM
557
Focused Wealth Management
New York
$18.2K
FHA
558
First Horizon Advisors
Tennessee
$16.5K
GIM
559
Gold Investment Management
Alberta, Canada
$15.4K +$14.6K +252 New
SSB
560
Sandy Spring Bank
Maryland
$15.3K -$5.79K -100 -29%
PO
561
Private Ocean
California
$15.3K
JWM
562
Janiczek Wealth Management
Colorado
$15.2K -$38.9K -673 -73%
SPIA
563
Steward Partners Investment Advisory
New York
$14.6K -$6.42K -111 -32%
AFS
564
Annapolis Financial Services
Maryland
$14.3K
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$13.9K
HWA
566
HHM Wealth Advisors
Tennessee
$13.6K
UB
567
UMB Bank
Missouri
$12.8K +$926 +16 +8%
BLC
568
Brown, Lisle/Cummings
Rhode Island
$12.2K
HIA
569
Harbor Investment Advisory
Maryland
$12.2K
NFA
570
Northwest Financial Advisors
Virginia
$12.2K +$11.5K +199 New
OA
571
Operose Advisors
Wisconsin
$11.9K
RFG
572
REAP Financial Group
Texas
$11.9K +$11.2K +194 New
ZB
573
Zions Bancorporation
Utah
$11.1K
NS
574
NBC Securities
Alabama
$11K -$579 -10 -5%
MCM
575
MV Capital Management
Maryland
$10.4K -$7.87K -136 -44%