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Equity Residential
EQR

Overview Fund Activity

593 hedge funds and large institutions have $28.2B invested in Equity Residential in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+28
Holders Change %
+4.96%
% of All Funds
11.71%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
94
Increased
192
Reduced
195
Closed
56
Calls
$74.1M
Puts
$18.6M
Net Calls
+$55.5M
Net Calls Change
+$5.53M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.93B
2
BlackRock
2
BlackRock
New York
$3.33B
3
PI
3
PGGM Investments
Netherlands
$520M
4
Macquarie Group
4
Macquarie Group
Australia
$882M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$65.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$589M
2
State Street
2
State Street
Massachusetts
$1.95B
3
BPSG
3
Brookfield Public Securities Group
New York
$0
4
Invesco
4
Invesco
Georgia
$322M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$879M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
576
Wealthcare Capital Management
Virginia
$4K +$4K +45 New
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
JWA
578
JFS Wealth Advisors
Pennsylvania
$3K – – –
BWM
579
Baystate Wealth Management
Massachusetts
$3K – – –
SQA
580
Simon Quick Advisors
New Jersey
$3K +$3K +43 New
ACM
581
Allred Capital Management
Texas
$2.43K +$2.43K +30 New
CFGS
582
Concourse Financial Group Securities
Alabama
$2K -$700 -7 -26%
PWP
583
Personal Wealth Partners
Minnesota
$2K – – –
GWS
584
Glassman Wealth Services
Virginia
$2K – – –
IFAM
585
Institutional & Family Asset Management
Colorado
$2K – – –
Kayne Anderson Rudnick Investment Management
586
Kayne Anderson Rudnick Investment Management
California
$2K +$2K +20 New
CCA
587
Column Capital Advisors
Indiana
$2K +$2K +25 New
Capstone Investment Advisors
588
Capstone Investment Advisors
New York
$2K +$2K +29 New
VCM
589
Versant Capital Management
Arizona
$1K – – –
PW
590
Price Wealth
Texas
$1K +$1K +16 New
LWM
591
Lionsbridge Wealth Management
Florida
$1K +$1K +24 New
WQ
592
Wealth Quarterback
New Jersey
$588 +$588 +7 New
PGAM
593
Princeton Global Asset Management
New Jersey
$17 +$17 +208 New
BPSG
594
Brookfield Public Securities Group
New York
– -$142M -1,640,802 Closed
HS
595
Hazelview Securities
Ontario, Canada
– -$22.9M -265,520 Closed
GCA
596
GSI Capital Advisors
California
– -$17.4M -201,500 Closed
CC
597
Cipher Capital
New York
– -$6.03M -69,927 Closed
LSA
598
L & S Advisors
California
– -$5.76M -66,764 Closed
Nomura Holdings
599
Nomura Holdings
Japan
– -$4.83M -56,000 Closed
HF
600
HRT Financial
New York
– -$4.61M -53,405 Closed
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