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Equity Residential

652 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 264 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $27.9M

35% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 196

8% more capital invested

Capital invested by funds: $22.5B → $24.3B (+$1.81B)

5% more funds holding

Funds holding: 622652 (+30)

1.34% less ownership

Funds ownership: 94.05%92.7% (-1.3%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
652
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
86
Increased
264
Reduced
196
Closed
50
Calls
$37.7M
Puts
$27.9M
Net Calls
+$9.77M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
576
Versant Capital Management
Arizona
$14.8K +$10.5K +162 +312%
MAM
577
Meeder Asset Management
Ohio
$14.8K +$13.9K +214 New
VWM
578
Venturi Wealth Management
Texas
$14.4K +$10.5K +161 +343%
HIA
579
Harbor Investment Advisory
Maryland
$14.1K +$260 +4 +2%
BLC
580
Brown, Lisle/Cummings
Rhode Island
$13.9K
IBOK
581
Independence Bank of Kentucky
Kentucky
$13.9K
MCM
582
MV Capital Management
Maryland
$13.7K +$1.43K +22 +13%
OA
583
Operose Advisors
Wisconsin
$13.5K
RFG
584
REAP Financial Group
Texas
$13.5K
SAM
585
Smartleaf Asset Management
Massachusetts
$13.4K -$130 -2 -1%
GKIM
586
GW&K Investment Management
Massachusetts
$13K +$3.51K +54 +40%
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K
MHR
588
Matthew Hamilton Rosenberg
$10.9K
GBT
589
Grove Bank & Trust
Florida
$10.9K
SIS
590
Sound Income Strategies
Florida
$9.94K +$65 +1 +0.7%
WPA
591
West Paces Advisors
Georgia
$9.71K
PWMG
592
Private Wealth Management Group
New Jersey
$9.22K
ZB
593
Zions Bancorporation
Utah
$8.67K -$3.32K -51 -29%
SFA
594
Semmax Financial Advisors
North Carolina
$8.64K +$65 +1 +0.8%
CWP
595
Concord Wealth Partners
Virginia
$8.32K +$976 +15 +14%
MFT
596
Moisand Fitzgerald Tamayo
Florida
$7.7K
CFO
597
CVA Family Office
Colorado
$7.42K +$6.31K +97 +970%
KFI
598
Key Financial Inc
Pennsylvania
$7.35K
GI
599
Gradient Investments
Minnesota
$7.07K +$4.55K +70 +219%
AIM
600
Anchor Investment Management
South Carolina
$6.93K