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Equity Residential
EQR

Overview Fund Activity

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M

Top Buyers

1
RC
Resolution Capital
Australia
$479M
2
DCP
D1 Capital Partners
New York
$437M
3
Invesco
Invesco
Georgia
$361M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Prudential Financial
Prudential Financial
New Jersey
$207M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Principal Financial Group
Principal Financial Group
Iowa
$77.5M
3
State Street
State Street
Massachusetts
$1.51B
4
BlackRock
BlackRock
New York
$2.53B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
551
Independence Bank of Kentucky
Kentucky
$12.6K +$12.6K +200 New
SAM
552
Smartleaf Asset Management
Massachusetts
$12.4K +$12.4K +198 New
OA
553
Operose Advisors
Wisconsin
$12.3K – – –
RFG
554
REAP Financial Group
Texas
$12.2K – – –
ZB
555
Zions Bancorporation
Utah
$11.1K -$379 -6 -3%
MCM
556
MV Capital Management
Maryland
$11K +$316 +5 +3%
BCMLT
557
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K +$10.4K +165 New
BTI
558
Blue Trust Inc
Georgia
$9.91K -$45.7K -724 -82%
GBT
559
Grove Bank & Trust
Florida
$9.91K – – –
MHR
560
Matthew Hamilton Rosenberg
$9.83K – – –
MG
561
Mather Group
Illinois
$9.79K +$9.79K +160 New
GKIM
562
GW&K Investment Management
Massachusetts
$9K +$533 +8 +6%
SIS
563
Sound Income Strategies
Florida
$8.97K +$2.59K +41 +41%
WPA
564
West Paces Advisors
Georgia
$8.84K – – –
PWMG
565
Private Wealth Management Group
New Jersey
$8.39K – – –
SFA
566
Semmax Financial Advisors
North Carolina
$8.03K +$67 +1 +0.8%
MFT
567
Moisand Fitzgerald Tamayo
Florida
$7.01K – – –
KFI
568
Key Financial Inc
Pennsylvania
$6.69K – – –
CWP
569
Concord Wealth Partners
Virginia
$6.63K – – –
WT
570
Washington Trust
Rhode Island
$6.31K – – –
AIM
571
Anchor Investment Management
South Carolina
$6.31K – – –
CA
572
CoreCap Advisors
Michigan
$6.31K +$6.31K +100 New
CA
573
Clearstead Advisors
Ohio
$6.08K -$4.74K -71 -44%
CFGS
574
Concourse Financial Group Securities
Alabama
$5.68K – – –
IA
575
IFP Advisors
Florida
$5.23K -$1.2K -19 -19%
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