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Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BMC
551
Bear Mountain Capital
Washington
$65.8K
Loomis, Sayles & Company
552
Loomis, Sayles & Company
Massachusetts
$55K +$1.01K +14 +2%
LB
553
Legacy Bridge
Iowa
$55K
CFB
554
Cullen/Frost Bankers
Texas
$53.6K
GXJ
555
Global X Japan
Japan
$47.5K -$12.9K -179 -22%
IBOK
556
Independence Bank of Kentucky
Kentucky
$47.1K +$31.3K +433 +217%
LC
557
Lindbrook Capital
California
$45.9K -$289 -4 -0.6%
TPCW
558
TD Private Client Wealth
New York
$44.9K -$650 -9 -1%
BWAM
559
Boyd Watterson Asset Management
Ohio
$44.7K
WBC
560
West Branch Capital
Massachusetts
$44.7K
AF
561
Advisornet Financial
Minnesota
$42.9K +$2.09K +29 +5%
CA
562
Continuum Advisory
Idaho
$40.3K +$39.8K +551 New
GRP
563
Global Retirement Partners
California
$40.1K +$10K +139 +35%
PFBT
564
Parkside Financial Bank & Trust
Missouri
$39.9K -$1.66K -23 -4%
VAMG
565
Voisard Asset Management Group
Michigan
$39.8K
FA
566
Financial Avengers
California
$39.5K +$361 +5 +1%
DWS
567
Dynamic Wealth Strategies
California
$39K +$18.3K +253 +95%
SIC
568
Salem Investment Counselors
North Carolina
$37.6K
AF
569
Allworth Financial
California
$37.5K -$2.53K -35 -6%
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$37.4K -$1.66K -23 -4%
DMBA
571
Deseret Mutual Benefit Administrators
Utah
$36.3K
UB
572
UMB Bank
Missouri
$35.4K +$14.1K +195 +70%
HCM
573
Hollencrest Capital Management
California
$34.1K +$361 +5 +1%
BGAI
574
Bruce G. Allen Investments
Colorado
$33.8K
CA
575
Clearstead Advisors
Ohio
$33.7K +$794 +11 +2%