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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
601
Tennessee Valley Asset Management Partners
Tennessee
$3.12K +$2.95K +51 New
ATC
602
Adirondack Trust Company
New York
$3.01K
AT
603
Arlington Trust
Alabama
$2.88K +$2.72K +47 New
CFD
604
Creative Financial Designs
Indiana
$2.81K +$2.66K +46 New
AWM
605
Abound Wealth Management
Tennessee
$2.64K -$405 -7 -14%
ME
606
McIlrath & Eck
Washington
$2.6K
PTC
607
Private Trust Company
Ohio
$2.51K
CIA
608
Cape Investment Advisory
Georgia
$2.26K
VWM
609
Venturi Wealth Management
Texas
$2.2K +$2.08K +36 New
FMP
610
Financial Management Professionals
Texas
$2K
VNA
611
Valley National Advisers
Pennsylvania
$2K +$289 +5 +17%
PCMC
612
Planning Capital Management Corporation
Pennsylvania
$1.96K +$1.85K +32 New
FFO
613
Fortitude Family Office
Arizona
$1.96K +$1.85K +32 New
BIA
614
Bell Investment Advisors
California
$1.83K -$2.83K -49 -62%
BBHC
615
Brown Brothers Harriman & Co
New York
$1.41K -$347 -6 -21%
DF
616
Dunhill Financial
United Kingdom
$1.35K +$1.27K +22 New
CP
617
Castleview Partners
Texas
$1.35K
AssetMark Inc
618
AssetMark Inc
California
$1.35K +$1.27K +22 New
TCWA
619
Turtle Creek Wealth Advisors
Texas
$1.35K +$1.27K +22 New
T
620
Tidemark
California
$1.28K +$1.22K +21 New
AW
621
Avion Wealth
Texas
$1K -$926 -16 -47%
AP
622
Aspect Partners
Virginia
$917 +$868 +15 New
AFWM
623
Abich Financial Wealth Management
Virginia
$856 +$810 +14 New
APC
624
Aspire Private Capital
North Carolina
$670
NMG
625
New Millennium Group
Utah
$618