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Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
576
AssetMark Inc
California
$33.3K +$31.1K +430 +2,529%
AW
577
Avion Wealth
Texas
$33K +$31K +429 +1,650%
BIG
578
Brooklyn Investment Group
New York
$32.6K +$31.6K +438 New
SWM
579
Spire Wealth Management
Virginia
$30.3K +$939 +13 +3%
CTC
580
Central Trust Company
Missouri
$29.9K +$72 +1 +0.3%
HWA
581
HHM Wealth Advisors
Tennessee
$29.8K -$10.8K -150 -27%
AA
582
Ancora Advisors
Ohio
$29.8K
SAM
583
Smartleaf Asset Management
Massachusetts
$29.7K +$14.9K +206 +105%
WSFS
584
Wilmington Savings Fund Society
Delaware
$28.5K +$27.7K +383 New
MG
585
Mather Group
Illinois
$27K -$30.2K -418 -54%
DSC
586
Duncker Streett & Co
Missouri
$26.1K
Lazard Asset Management
587
Lazard Asset Management
New York
$26K -$73.4K -1,017 -74%
LSA
588
Leonteq Securities AG
Switzerland
$25.3K
CCM
589
Chilton Capital Management
Texas
$25.1K -$7.15M -99,015 -100%
CWC
590
Carolinas Wealth Consulting
North Carolina
$24.6K +$361 +5 +2%
MCA
591
Maryland Capital Advisors
Maryland
$24.6K +$23.8K +330 New
SCM
592
Silvant Capital Management
Georgia
$23.4K
PCM
593
Perritt Capital Management
Illinois
$23.1K +$217 +3 +1%
FHA
594
First Horizon Advisors
Tennessee
$20.1K
VCM
595
Versant Capital Management
Arizona
$19.6K +$3.54K +49 +23%
SPIA
596
Steward Partners Investment Advisory
New York
$19.5K -$6.79K -94 -26%
CA
597
Crewe Advisors
Utah
$19.5K
EB
598
Eastern Bank
Massachusetts
$19.4K +$18.9K +261 New
GIM
599
Gold Investment Management
Alberta, Canada
$18.6K
SSB
600
Sandy Spring Bank
Maryland
$18.6K -$1.3K -18 -7%