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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
576
Lloyd Advisory Services
Georgia
$4K
NFG
577
Next Financial Group
Texas
$4K +$4.31K +57 New
SWA
578
Sutton Wealth Advisors
Florida
$3.39K
VCM
579
Versant Capital Management
Arizona
$3K -$907 -12 -24%
AP
580
Atwood & Palmer
Missouri
$3K
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$3K
BWM
582
Baystate Wealth Management
Massachusetts
$3K +$76 +1 +2%
GRP
583
Global Retirement Partners
California
$3K +$227 +3 +8%
CCA
584
Column Capital Advisors
Indiana
$2K
SFSIG
585
San Francisco Sentry Investment Group
California
$2K
SFO
586
Standard Family Office
South Dakota
$2K
WWMSC
587
Wagner Wealth Management (South Carolina)
South Carolina
$2K
ED
588
Exane Derivatives
France
$1.14K -$10.7K -141 -91%
APC
589
Aspire Private Capital
North Carolina
$1K -$302 -4 Closed
EWM
590
Edge Wealth Management
New York
$1K
EW
591
Evoke Wealth
California
$1K
ACA
592
Atlas Capital Advisors
Wyoming
$385 +$378 +5 New
BC
593
Brookfield Corp
Ontario, Canada
-$76.7M -1,070,800 Closed
OCM
594
Oaktree Capital Management
California
-$66.4M -927,000 Closed
RIM
595
Rush Island Management
New York
-$23.3M -325,241 Closed
PP
596
Prudential plc
United Kingdom
-$11.2M -156,200 Closed
MCM
597
Masterton Capital Management
New York
-$9.17M -127,976 Closed
AAMU
598
AEGON Asset Management (UK)
United Kingdom
-$6.16M -85,965 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
599
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.98M -55,629 Closed
CM
600
Caption Management
Oklahoma
-$2.56M -35,800 Closed

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.