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Equity Residential

702 hedge funds and large institutions have $25.3B invested in Equity Residential in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 222 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

22% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 222

3% more funds holding

Funds holding: 683702 (+19)

6% more call options, than puts

Call options by funds: $46.2M | Put options by funds: $43.5M

0.62% less ownership

Funds ownership: 93.7%93.08% (-0.62%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$198M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
702
Holders Change
+19
Holders Change %
+2.78%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
90
Increased
271
Reduced
222
Closed
65
Calls
$46.2M
Puts
$43.5M
Net Calls
+$2.69M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
576
Steward Partners Investment Advisory
New York
$45.2K +$5.65K +80 +15%
BWAM
577
Boyd Watterson Asset Management
Ohio
$42.9K
WBC
578
West Branch Capital
Massachusetts
$42.9K
GBT
579
Grove Bank & Trust
Florida
$42.1K -$1.55K -22 -4%
PFBT
580
Parkside Financial Bank & Trust
Missouri
$40.5K +$424 +6 +1%
FA
581
Financial Avengers
California
$38.7K +$353 +5 +0.9%
SAM
582
Smartleaf Asset Management
Massachusetts
$38K -$1.77K -25 -4%
DWS
583
Dynamic Wealth Strategies
California
$37.1K +$36.7K +519 New
SIC
584
Salem Investment Counselors
North Carolina
$36.1K
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$34.9K
HCM
586
Hollencrest Capital Management
California
$33.4K +$353 +5 +1%
AW
587
Avion Wealth
Texas
$33K
VCM
588
Versant Capital Management
Arizona
$33K +$11.1K +157 +52%
UB
589
UMB Bank
Missouri
$32.7K -$5.93K -84 -16%
BGAI
590
Bruce G. Allen Investments
Colorado
$32.5K
LB
591
Legacy Bridge
Iowa
$31.6K -$20.9K -296 -40%
GSWM
592
Golden State Wealth Management
California
$31.5K -$27.4K -388 -47%
MG
593
Mather Group
Illinois
$31.1K +$3.46K +49 +13%
HWA
594
HHM Wealth Advisors
Tennessee
$28.6K -$1.13K -16 -4%
AA
595
Ancora Advisors
Ohio
$28.6K
CTC
596
Central Trust Company
Missouri
$28.6K
AAP
597
Arax Advisory Partners
Colorado
$27.3K +$1.48K +21 +6%
KIM
598
Kestra Investment Management
Texas
$26.6K +$26.3K +372 New
CA
599
Clearstead Advisors
Ohio
$26.3K +$706 +10 +3%
DSC
600
Duncker Streett & Co
Missouri
$25.1K

EQR Hedge Fund Activity: Q1 2025 in Review

702 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2025, worth a combined $25.3B — down 0.77% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new EQR positions and 65 closed out — a net gain of 25 holders — while 271 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Heitman Real Estate Securities, cutting an estimated $96M.

  • 702 institutional investors held Equity Residential (EQR) as of Q1 2025, up from 683 in Q4 2024.
  • Funds reported $25.3B of Equity Residential stock for Q1 2025, down 0.77% quarter-over-quarter.
  • 90 funds opened new Equity Residential positions in Q1 2025 and 65 closed out, a net change of +25 holders.
  • The largest Equity Residential buyer in Q1 2025 was Citadel Advisors, an estimated $130M added.
  • The largest Equity Residential seller in Q1 2025 was Heitman Real Estate Securities, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2025.