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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Exencial Wealth Advisors
Oklahoma
-$2.44M -34,108 Closed
PP
602
Paloma Partners
Connecticut
-$2.08M -29,063 Closed
Los Angeles Capital Management
603
Los Angeles Capital Management
California
-$2.06M -28,745 Closed
SC
604
Sovarnum Capital
New York
-$2.01M -28,000 Closed
HWC
605
Hill Winds Capital
New York
-$1.61M -22,500 Closed
WAM
606
Weiss Asset Management
Massachusetts
-$1.12M -15,590 Closed
AMI
607
Amica Mutual Insurance
Rhode Island
-$756K -10,555 Closed
N
608
Natixis
France
-$738K -10,304 Closed
LIA
609
LS Investment Advisors
Michigan
-$633K -8,836 Closed
QSS
610
Quantitative Systematic Strategies
Florida
-$586K -8,175 Closed
TSS
611
Two Sigma Securities
New York
-$371K -4,910 Closed
PI
612
Putnam Investments
Massachusetts
-$242K -3,380 Closed
TI
613
Telemetry Investments
New York
-$221K -3,085 Closed
SL
614
Summitry LLC
California
-$215K -3,000 Closed
AC
615
Athanor Capital
New York
-$208K -2,901 Closed
ARMT
616
Amica Retiree Medical Trust
Rhode Island
-$172K -2,405 Closed
CI
617
Clal Insurance
Israel
-$112K -1,557 Closed
IAIM
618
International Assets Investment Management
Florida
-$21K -359 Closed
PO
619
Private Ocean
California
-$25K -350 Closed
BAM
620
Bellevue Asset Management
Washington
-$15K -211 Closed
VFA
621
Valeo Financial Advisors
Indiana
-$15K -210 Closed
SLF
622
Sun Life Financial
Ontario, Canada
-$15K -206 Closed
AIC
623
Ameritas Investment Company
Nebraska
-$11.3K -158 Closed
PWMG
624
Prestige Wealth Management Group
New Jersey
-$3.1K -41 -87%
IFAM
625
Institutional & Family Asset Management
Colorado
-$2K -31 Closed

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.