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Equity Residential
EQR

Overview Fund Activity

606 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
9.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
208
Reduced
216
Closed
38
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$708M
2
CTC
Chai Trust Company
Illinois
$356M
3
DCP
D1 Capital Partners
New York
$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
5
RC
Resolution Capital
Australia
$618M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64M
2
LPC
Long Pond Capital
New York
$0
3
BlackRock
BlackRock
New York
$2.66B
4
Bank of America
Bank of America
North Carolina
$128M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
576
Tradewinds Capital Management
Washington
$3.63K – – –
AWM
577
Abound Wealth Management
Tennessee
$3.3K +$660 +10 +25%
ATC
578
Adirondack Trust Company
New York
$3.3K – – –
BWM
579
Baystate Wealth Management
Massachusetts
$3.13K +$67 +1 +2%
SWA
580
Sutton Wealth Advisors
Florida
$3.04K +$132 +2 +5%
SIA
581
SkyView Investment Advisors
New Jersey
$3K +$1.42K +25 +89%
ME
582
McIlrath & Eck
Washington
$2.77K – – –
PTC
583
Private Trust Company
Ohio
$2.71K – – –
AAP
584
Arax Advisory Partners
Colorado
$2.57K +$2.57K +39 New
CIA
585
Cape Investment Advisory
Georgia
$2.44K -$3.23K -49 -57%
VCM
586
Versant Capital Management
Arizona
$2.24K +$528 +8 +31%
GI
587
Gradient Investments
Minnesota
$2.11K +$1.25K +19 +146%
AW
588
Avion Wealth
Texas
$2K +$2K +34 New
BBHC
589
Brown Brothers Harriman & Co
New York
$1.91K -$5.67K -86 -75%
PPC
590
Park Place Capital
Alabama
$1.78K – – –
TF
591
TimeScale Financial
Massachusetts
$1.77K – – –
SIS
592
Sound Income Strategies
Florida
$1.65K – – –
TCCM
593
Timber Creek Capital Management
Massachusetts
$1.49K +$1.49K +22 New
CP
594
Castleview Partners
Texas
$1.45K +$528 +8 +57%
FA
595
Fiduciary Alliance
South Carolina
$1.25K +$1.25K +19 New
BAAM
596
Baker Avenue Asset Management
California
$1.06K +$198 +3 +23%
NMG
597
New Millennium Group
Utah
$784 -$261 -4 -25%
HI
598
Harbour Investments
Wisconsin
$726 +$726 +11 New
APC
599
Aspire Private Capital
North Carolina
$709 – – –
TFM
600
TFC Financial Management
Massachusetts
$660 +$198 +3 +43%
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