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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
576
Sutton Wealth Advisors
Florida
$2.6K -$4.07K -65 -60%
SIS
577
Sound Income Strategies
Florida
$2.42K
AWM
578
Abound Wealth Management
Tennessee
$2.36K
VCM
579
Versant Capital Management
Arizona
$2.3K -$1.81K -29 -43%
PPC
580
Park Place Capital
Alabama
$2K +$1.69K +27 New
ME
581
McIlrath & Eck
Washington
$1.95K +$501 +8 +32%
MPCL
582
My Personal CFO LLC
Washington
$1.83K +$1.94K +31 New
TF
583
TimeScale Financial
Massachusetts
$1.75K
CCA
584
Column Capital Advisors
Indiana
$1.48K
FA
585
Fiduciary Alliance
South Carolina
$1.12K +$1.19K +19 New
TWA
586
TCI Wealth Advisors
Arizona
$1.06K -$4.32K -69 -79%
NMG
587
New Millennium Group
Utah
$1.03K -$501 -8 -31%
ECM
588
Everence Capital Management
Indiana
$1.02K
CAL
589
Capital Advisors Ltd
Ohio
$1K -$2.5K -40 -71%
BAAM
590
Baker Avenue Asset Management
California
$944 +$1K +16 New
AF
591
Advisornet Financial
Minnesota
$885 -$6.26K -100 -87%
GI
592
Gradient Investments
Minnesota
$767
CT
593
Colonial Trust
South Carolina
$658 +$688 +11 New
APC
594
Aspire Private Capital
North Carolina
$620 -$3.57K -57 -84%
ITIM
595
Indiana Trust & Investment Management
Indiana
$362
PWMG
596
Prestige Wealth Management Group
New Jersey
$358
AA
597
Addison Advisors
Vermont
$295 +$63 +1 +25%
HS
598
Hazelview Securities
Ontario, Canada
-$43.7M -637,426 Closed
VCM
599
V3 Capital Management
Texas
-$35.8M -533,030 Closed
MCM
600
Makena Capital Management
California
-$8.57M -127,538 Closed

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.