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Equity Residential
EQR

Overview Fund Activity

614 hedge funds and large institutions have $23.1B invested in Equity Residential in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 64 closing their positions.

Holders
614
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.62%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
70
Increased
218
Reduced
219
Closed
64
Calls
$52.5M
Puts
$36.9M
Net Calls
+$15.6M
Net Calls Change
-$21M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$99.3M
2
RC
2
Resolution Capital
Australia
$533M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$435M
4
Norges Bank
4
Norges Bank
Norway
$2.08B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$182M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$861M
2
LPC
2
Long Pond Capital
New York
$0
3
BlackRock
3
BlackRock
New York
$2.41B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$17.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
576
Baldwin Wealth Partners
Massachusetts
$8K +$8K +120 New
SWA
577
Sutton Wealth Advisors
Florida
$7.33K +$672 +10 +10%
KFI
578
Key Financial Inc
Pennsylvania
$7K – – –
CWC
579
Carolinas Wealth Consulting
North Carolina
$7K – – –
TCOV
580
Trust Company of Vermont
Vermont
$7K – – –
MFT
581
Moisand Fitzgerald Tamayo
Florida
$7K +$7K +111 New
CG
582
Cutler Group
California
$6K – – –
TWA
583
TCI Wealth Advisors
Arizona
$6K – – –
AF
584
Allworth Financial
California
$5K -$25K -405 -83%
BIA
585
Bell Investment Advisors
California
$5K -$3.16K -48 -39%
APC
586
Aspire Private Capital
North Carolina
$5K – – –
EW
587
Evoke Wealth
California
$5K – – –
VCM
588
Versant Capital Management
Arizona
$5K +$1.84K +25 +58%
CA
589
Clearstead Advisors
Ohio
$4K -$42.8K -642 -91%
GWM
590
Geneos Wealth Management
Colorado
$4K -$9.04K -156 -69%
GRP
591
Global Retirement Partners
California
$4K -$1.81K -29 -31%
TCM
592
Tradewinds Capital Management
Washington
$4K – – –
CAL
593
Capital Advisors Ltd
Ohio
$4K +$4K +56 New
SIS
594
Sound Income Strategies
Florida
$3K -$4.32K -59 -59%
BWM
595
Baystate Wealth Management
Massachusetts
$3K – – –
BWA
596
BDO Wealth Advisors
Florida
$3K – – –
ATC
597
Adirondack Trust Company
New York
$3K – – –
AWM
598
Abound Wealth Management
Tennessee
$2.69K +$2.69K +40 New
NMG
599
New Millennium Group
Utah
$2K -$154 -2 -7%
HR
600
Howe & Rusling
New York
$2K -$61 -1 -3%
22 23
24
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