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Equity Residential

688 hedge funds and large institutions have $20.9B invested in Equity Residential in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 281 increasing their positions, 216 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 216

13% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $30M

3% less funds holding

Funds holding: 707688 (-19)

7.83% less ownership

Funds ownership: 92.6%84.76% (-7.8%)

12% less capital invested

Capital invested by funds: $23.8B → $20.9B (-$2.81B)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
688
Holders Change
-19
Holders Change %
-2.69%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
71
Increased
281
Reduced
216
Closed
84
Calls
$33.8M
Puts
$30M
Net Calls
+$3.85M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Strategic Wealth Partners
Ohio
$9.06K
PWMG
602
Private Wealth Management Group
New Jersey
$8.87K -$2.16K -33 -19%
MSWA
603
Marshall & Sterling Wealth Advisors
New York
$7.7K +$7.78K +119 New
SIS
604
Sound Income Strategies
Florida
$7.34K +$785 +12 +11%
MAFA
605
MJT & Associates Financial Advisory
Minnesota
$7.32K
MFT
606
Moisand Fitzgerald Tamayo
Florida
$7.19K
SL
607
Salomon & Ludwin
Virginia
$6.9K +$7.13K +109 New
CWP
608
Concord Wealth Partners
Virginia
$6.8K
KFI
609
Key Financial Inc
Pennsylvania
$6.79K
ZBNA
610
Zions Bancorporation, National Association
Utah
$6.54K -$34.6K -529 -84%
AIM
611
Anchor Investment Management
South Carolina
$6.47K
EDRH
612
Edmond de Rothschild Holding
Switzerland
$6.41K -$15.2K -232 -70%
DWM
613
Dogwood Wealth Management
Kansas
$6.34K +$850 +13 +15%
HWM
614
Hemington Wealth Management
Virginia
$6K
PGAM
615
Princeton Global Asset Management
New Jersey
$5.7K
SPIA
616
Steward Partners Investment Advisory
New York
$5.63K -$16.8K -257 -75%
SS
617
Sunbelt Securities
Texas
$5.37K +$5.43K +83 New
TC
618
Truvestments Capital
Florida
$5.18K +$5.23K +80 New
OAJ
619
Ogorek Anthony Joseph
New York
$5K
HHMI
620
Howard Hughes Medical Institute
Maryland
$4.79K +$65 +1 +1%
SC
621
SouthState Corp
Florida
$4.66K -$2.88K -44 -38%
MA
622
MCF Advisors
Kentucky
$4.51K +$4.51K +69 New
PP
623
Pacifica Partners
Canada
$4.42K +$4.51K +69 New
HI
624
Harbour Investments
Wisconsin
$4.34K +$1.05K +16 +31%
RF
625
Roxbury Financial
New Jersey
$4.29K

EQR Hedge Fund Activity: Q3 2025 in Review

688 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2025, worth a combined $20.9B — down 12% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EQR and 71 opened new positions — a net loss of 13 holders — while 216 trimmed existing stakes and 281 added.

The largest buyer was UBS AM, adding an estimated $264M. The largest seller was Invesco, cutting an estimated $130M.

  • 688 institutional investors held Equity Residential (EQR) as of Q3 2025, down from 707 in Q2 2025.
  • Funds reported $20.9B of Equity Residential stock for Q3 2025, down 12% quarter-over-quarter.
  • 71 funds opened new Equity Residential positions in Q3 2025 and 84 closed out, a net change of -13 holders.
  • The largest Equity Residential buyer in Q3 2025 was UBS AM, an estimated $264M added.
  • The largest Equity Residential seller in Q3 2025 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2025.