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Equity Residential

702 hedge funds and large institutions have $25.3B invested in Equity Residential in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 222 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

22% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 222

3% more funds holding

Funds holding: 683702 (+19)

6% more call options, than puts

Call options by funds: $46.2M | Put options by funds: $43.5M

0.62% less ownership

Funds ownership: 93.7%93.08% (-0.62%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$198M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
702
Holders Change
+19
Holders Change %
+2.78%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
90
Increased
271
Reduced
222
Closed
65
Calls
$46.2M
Puts
$43.5M
Net Calls
+$2.69M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$85.9K -$2.12K -30 -2%
BTI
552
Blue Trust Inc
Georgia
$85.9K +$15K +212 +21%
CH
553
Cromwell Holdings
Wyoming
$81.2K +$1.55K +22 +2%
CCA
554
Catalyst Capital Advisors
New York
$75.4K -$2.47K -35 -3%
BCWM
555
Bartlett & Co Wealth Management
Ohio
$73K +$212 +3 +0.3%
WTC
556
WhitTier Trust Company
Nevada
$72.2K
ST
557
Smithfield Trust
Pennsylvania
$72K -$14.8K -209 -17%
SIM
558
Sentry Investment Management
Wisconsin
$66K -$22.2K -314 -23%
WSFS
559
Wilmington Savings Fund Society
Delaware
$65.9K -$918 -13 -1%
LC
560
Lindbrook Capital
California
$64.6K +$17.6K +249 +38%
FCAS
561
First Command Advisory Services
Texas
$64.4K
AF
562
Allworth Financial
California
$64.4K +$21.3K +302 +48%
GXJ
563
Global X Japan
Japan
$64.1K +$12.6K +178 +25%
BMC
564
Bear Mountain Capital
Washington
$61.9K
LFG
565
Larson Financial Group
Missouri
$58.5K +$39.4K +558 +215%
PAM
566
Parvin Asset Management
South Dakota
$57.3K
Group One Trading
567
Group One Trading
Illinois
$56.1K +$55.4K +784 New
BHWM
568
Beaird Harris Wealth Management
Texas
$56.1K +$55.4K +784 New
AF
569
Advisornet Financial
Minnesota
$55.9K +$4.17K +59 +8%
CA
570
Continuum Advisory
Idaho
$53.7K -$1.06K -15 -2%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$53K +$11.3K +160 +28%
ZBNA
572
Zions Bancorporation, National Association
Utah
$48.2K +$47.5K +673 New
KGP
573
Keystone Global Partners
Colorado
$46.9K +$46.3K +655 New
RFS
574
Richardson Financial Services
Massachusetts
$46.5K
IBOK
575
Independence Bank of Kentucky
Kentucky
$45.3K

EQR Hedge Fund Activity: Q1 2025 in Review

702 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2025, worth a combined $25.3B — down 0.77% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new EQR positions and 65 closed out — a net gain of 25 holders — while 271 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Heitman Real Estate Securities, cutting an estimated $96M.

  • 702 institutional investors held Equity Residential (EQR) as of Q1 2025, up from 683 in Q4 2024.
  • Funds reported $25.3B of Equity Residential stock for Q1 2025, down 0.77% quarter-over-quarter.
  • 90 funds opened new Equity Residential positions in Q1 2025 and 65 closed out, a net change of +25 holders.
  • The largest Equity Residential buyer in Q1 2025 was Citadel Advisors, an estimated $130M added.
  • The largest Equity Residential seller in Q1 2025 was Heitman Real Estate Securities, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2025.