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Equity Residential
EQR

Overview Fund Activity

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M

Top Buyers

1
RC
Resolution Capital
Australia
$479M
2
DCP
D1 Capital Partners
New York
$437M
3
Invesco
Invesco
Georgia
$361M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Prudential Financial
Prudential Financial
New Jersey
$207M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Principal Financial Group
Principal Financial Group
Iowa
$77.5M
3
State Street
State Street
Massachusetts
$1.51B
4
BlackRock
BlackRock
New York
$2.53B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
576
Optiver Holding
Netherlands
$5.18K +$5.18K +82 New
FCA
577
FinTrust Capital Advisors
South Carolina
$4.61K – – –
GWM
578
Geneos Wealth Management
Colorado
$4.36K – – –
RTL
579
Red Tortoise LLC
Georgia
$3.79K +$3.79K +60 New
TCM
580
Tradewinds Capital Management
Washington
$3.47K – – –
VCM
581
Versant Capital Management
Arizona
$3.28K – – –
RCM
582
Raleigh Capital Management
North Carolina
$3.16K +$3.16K +50 New
ATC
583
Adirondack Trust Company
New York
$3.16K – – –
VNA
584
Valley National Advisers
Pennsylvania
$3K +$900 +15 +43%
VWM
585
Venturi Wealth Management
Texas
$2.97K +$694 +11 +31%
CFD
586
Creative Financial Designs
Indiana
$2.9K – – –
AWM
587
Abound Wealth Management
Tennessee
$2.72K – – –
ME
588
McIlrath & Eck
Washington
$2.71K +$63 +1 +2%
PTC
589
Private Trust Company
Ohio
$2.59K – – –
CIA
590
Cape Investment Advisory
Georgia
$2.34K – – –
HT
591
Headlands Technologies
Illinois
$2.15K +$2.15K +34 New
GI
592
Gradient Investments
Minnesota
$2.02K -$1.2K -19 -37%
PCMC
593
Planning Capital Management Corporation
Pennsylvania
$2.02K – – –
FFO
594
Fortitude Family Office
Arizona
$2.02K – – –
AW
595
Avion Wealth
Texas
$2K – – –
FMP
596
Financial Management Professionals
Texas
$2K – – –
BIA
597
Bell Investment Advisors
California
$1.89K – – –
PPC
598
Park Place Capital
Alabama
$1.77K +$1.77K +28 New
DF
599
Dunhill Financial
United Kingdom
$1.66K +$255 +4 +18%
CP
600
Castleview Partners
Texas
$1.45K +$63 +1 +5%
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