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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Clearstead Advisors
Ohio
$9.91K -$66.6K -1,151 -88%
MHR
577
Matthew Hamilton Rosenberg
$9.79K -$15.7K -272 -63%
GBT
578
Grove Bank & Trust
Florida
$9.6K
BWM
579
Baystate Wealth Management
Massachusetts
$9.17K +$5.9K +102 +217%
WPA
580
West Paces Advisors
Georgia
$8.56K
CAC
581
Core Alternative Capital
Georgia
$8.26K -$1.74K -30 -18%
PWMG
582
Private Wealth Management Group
New Jersey
$8.13K +$7.7K +133 New
GKIM
583
GW&K Investment Management
Massachusetts
$8K -$289 -5 -4%
TWM
584
Tradition Wealth Management
Minnesota
$8K +$347 +6 +5%
QL
585
Quarry LP
New York
$6.97K +$6.6K +114 New
SFA
586
Semmax Financial Advisors
North Carolina
$6.92K +$6.88K +119 New
PMFA
587
Plante Moran Financial Advisors
Michigan
$6.91K +$6.54K +113 New
MFT
588
Moisand Fitzgerald Tamayo
Florida
$6.79K -$4.57K -79 -42%
KFI
589
Key Financial Inc
Pennsylvania
$6.48K
CWP
590
Concord Wealth Partners
Virginia
$6.42K
IA
591
IFP Advisors
Florida
$6.24K -$8.33K -144 -59%
SIS
592
Sound Income Strategies
Florida
$6.18K +$58 +1 +1%
WT
593
Washington Trust
Rhode Island
$6.12K -$15.1K -261 -72%
AIM
594
Anchor Investment Management
South Carolina
$6.12K
CFGS
595
Concourse Financial Group Securities
Alabama
$5.5K -$3.82K -66 -43%
FCA
596
FinTrust Capital Advisors
South Carolina
$4.46K
GWM
597
Geneos Wealth Management
Colorado
$4.22K
TCM
598
Tradewinds Capital Management
Washington
$3.36K
VCM
599
Versant Capital Management
Arizona
$3.18K +$1.04K +18 +53%
GI
600
Gradient Investments
Minnesota
$3.12K