EQR icon

Equity Residential

631 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+43
Holders Change %
+7.31%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
100
Increased
197
Reduced
240
Closed
50
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
601
Creative Financial Designs
Indiana
$2.81K +$2.81K +46 New
AWM
602
Abound Wealth Management
Tennessee
$2.64K -$429 -7 -14%
ME
603
McIlrath & Eck
Washington
$2.6K
PTC
604
Private Trust Company
Ohio
$2.51K
CIA
605
Cape Investment Advisory
Georgia
$2.26K
VWM
606
Venturi Wealth Management
Texas
$2.2K +$2.2K +36 New
FMP
607
Financial Management Professionals
Texas
$2K
VNA
608
Valley National Advisers
Pennsylvania
$2K +$286 +5 +17%
PCMC
609
Planning Capital Management Corporation
Pennsylvania
$1.96K +$1.96K +32 New
FFO
610
Fortitude Family Office
Arizona
$1.96K +$1.96K +32 New
BIA
611
Bell Investment Advisors
California
$1.84K -$3K -49 -62%
BBHC
612
Brown Brothers Harriman & Co
New York
$1.41K -$367 -6 -21%
DF
613
Dunhill Financial
United Kingdom
$1.35K +$1.35K +22 New
CP
614
Castleview Partners
Texas
$1.35K
TCWA
615
Turtle Creek Wealth Advisors
Texas
$1.35K +$1.35K +22 New
AssetMark Inc
616
AssetMark Inc
California
$1.35K +$1.35K +22 New
T
617
Tidemark
California
$1.28K +$1.28K +21 New
AW
618
Avion Wealth
Texas
$1K -$889 -16 -47%
AP
619
Aspect Partners
Virginia
$917 +$917 +15 New
AFWM
620
Abich Financial Wealth Management
Virginia
$856 +$856 +14 New
APC
621
Aspire Private Capital
North Carolina
$670
NMG
622
New Millennium Group
Utah
$618
CFO
623
CVA Family Office
Colorado
$612 +$612 +10 New
HI
624
Harbour Investments
Wisconsin
$550 +$122 +2 +29%
PWMG
625
Prestige Wealth Management Group
New Jersey
$371