EQR icon

Equity Residential

631 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+43
Holders Change %
+7.31%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
100
Increased
197
Reduced
240
Closed
50
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
576
Baystate Wealth Management
Massachusetts
$9.17K +$6.28K +102 +217%
WPA
577
West Paces Advisors
Georgia
$8.56K
CAC
578
Core Alternative Capital
Georgia
$8.26K -$1.84K -30 -18%
PWMG
579
Private Wealth Management Group
New Jersey
$8.14K +$8.14K +133 New
GKIM
580
GW&K Investment Management
Massachusetts
$8K -$315 -5 -4%
TWM
581
Tradition Wealth Management
Minnesota
$8K +$353 +6 +5%
QL
582
Quarry LP
New York
$6.97K +$6.97K +114 New
SFA
583
Semmax Financial Advisors
North Carolina
$6.92K +$6.92K +119 New
PMFA
584
Plante Moran Financial Advisors
Michigan
$6.91K +$6.91K +113 New
MFT
585
Moisand Fitzgerald Tamayo
Florida
$6.79K -$4.83K -79 -42%
KFI
586
Key Financial Inc
Pennsylvania
$6.48K
CWP
587
Concord Wealth Partners
Virginia
$6.42K
IA
588
IFP Advisors
Florida
$6.24K -$8.81K -144 -59%
SIS
589
Sound Income Strategies
Florida
$6.18K +$61 +1 +1%
WT
590
Washington Trust
Rhode Island
$6.12K -$16K -261 -72%
AIM
591
Anchor Investment Management
South Carolina
$6.12K
CFGS
592
Concourse Financial Group Securities
Alabama
$5.5K -$4.08K -66 -43%
FCA
593
FinTrust Capital Advisors
South Carolina
$4.47K
GWM
594
Geneos Wealth Management
Colorado
$4.22K
TCM
595
Tradewinds Capital Management
Washington
$3.36K
VCM
596
Versant Capital Management
Arizona
$3.18K +$1.1K +18 +53%
GI
597
Gradient Investments
Minnesota
$3.12K
TVAMP
598
Tennessee Valley Asset Management Partners
Tennessee
$3.12K +$3.12K +51 New
ATC
599
Adirondack Trust Company
New York
$3.01K
AT
600
Arlington Trust
Alabama
$2.88K +$2.88K +47 New