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Equity Residential
EQR

Overview Fund Activity

618 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 207 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-13
Holders Change %
-2.06%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
70
Increased
226
Reduced
207
Closed
76
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M

Top Buyers

1
RC
Resolution Capital
Australia
$479M
2
DCP
D1 Capital Partners
New York
$437M
3
Invesco
Invesco
Georgia
$361M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Prudential Financial
Prudential Financial
New Jersey
$207M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Principal Financial Group
Principal Financial Group
Iowa
$77.5M
3
State Street
State Street
Massachusetts
$1.51B
4
BlackRock
BlackRock
New York
$2.53B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
601
Tidemark
California
$1.33K – – –
HI
602
Harbour Investments
Wisconsin
$1.2K +$631 +10 +111%
CAL
603
Capital Advisors Ltd
Ohio
$1K +$800 +8 +400%
AP
604
Aspect Partners
Virginia
$947 – – –
CAC
605
Core Alternative Capital
Georgia
$884 -$7.64K -121 -90%
RFG
606
RFP Financial Group
Georgia
$820 +$820 +13 New
APC
607
Aspire Private Capital
North Carolina
$699 +$64 +1 +10%
CFO
608
CVA Family Office
Colorado
$631 – – –
AGWCA
609
Annis Gardner Whiting Capital Advisors
Florida
$511 +$511 +8 New
NL
610
NVWM LLC
Pennsylvania
$510 +$510 +8 New
ECM
611
Everence Capital Management
Indiana
$473 – – –
A
612
AlphaQuest
New York
$442 -$817K -12,933 -100%
S
613
Sachetta
Massachusetts
$245 – – –
CTA
614
Colonial Trust Advisors
South Carolina
$189 – – –
TFM
615
TFC Financial Management
Massachusetts
$127 +$127 +2 New
WWP
616
WR Wealth Planners
Missouri
$126 +$126 +2 New
DFA
617
DHJJ Financial Advisors
Illinois
$64 – – –
FIA
618
FNY Investment Advisers
New York
$44 -$22 -350 -33%
DWM
619
Dogwood Wealth Management
Kansas
$2 -$3 – –
LPC
620
Long Pond Capital
New York
– -$16.5M -270,000 Closed
GC
621
Gillson Capital
Illinois
– -$16.4M -268,852 Closed
Tudor Investment Corp
622
Tudor Investment Corp
Connecticut
– -$12.3M -200,295 Closed
BS
623
Banco Santander
Spain
– -$11M -179,695 Closed
TC
624
TwinBeech Capital
New York
– -$9.02M -147,421 Closed
WMSA
625
Weiss Multi-Strategy Advisers
New York
– -$8.56M -140,000 Closed
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25
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