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Equity Residential
EQR

Overview Fund Activity

553 hedge funds and large institutions have $21.8B invested in Equity Residential in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 101 closing their positions.

Holders
553
Holders Change
-40
Holders Change %
-6.75%
% of All Funds
12.22%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
65
Increased
199
Reduced
202
Closed
101
Calls
$46.4M
Puts
$12.6M
Net Calls
+$33.8M
Net Calls Change
-$21.8M

Top Buyers

1
BPSG
1
Brookfield Public Securities Group
New York
$157M
2
Cohen & Steers
2
Cohen & Steers
New York
$603M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$137M
4
Invesco
4
Invesco
Georgia
$375M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$210M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$204M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
Macquarie Group
3
Macquarie Group
Australia
$610M
4
Morgan Stanley
4
Morgan Stanley
New York
$180M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$80.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MRCM
626
M&R Capital Management
New Jersey
– – -2,500 Closed
MIFH
627
Migdal Insurance & Financial Holdings
Israel
– – -1,692 Closed
FL
628
Fort LP
Maryland
– – -1,668 Closed
BUB
629
BBVA USA Bancshares
Texas
– – -1,609 Closed
GLI
630
Guardian Life Insurance
New York
– – -1,028 Closed
TRCT
631
Tower Research Capital (TRC)
New York
– – -508 Closed
PMFA
632
Plante Moran Financial Advisors
Michigan
– – -444 Closed
CFA
633
Carroll Financial Associates
North Carolina
– – -422 Closed
TA
634
TFG Advisers
Michigan
– – -418 Closed
ACM
635
Anfield Capital Management
California
– – -142 Closed
RIA
636
Realta Investment Advisors
Delaware
– – -89 Closed
IUHSA
637
Itau Unibanco Holding S.A.
Brazil
– – -80 Closed
EWA
638
Evolution Wealth Advisors
Florida
– – -64 Closed
CHC
639
City Holding Co
West Virginia
– – -51 Closed
FRA
640
Front Row Advisors
California
– – -47 Closed
GAM
641
Gemmer Asset Management
California
– – -46 Closed
WCM
642
Wealthcare Capital Management
Virginia
– – -45 Closed
JWA
643
JFS Wealth Advisors
Pennsylvania
– – -38 Closed
ACM
644
Allred Capital Management
Texas
– – -30 Closed
Capstone Investment Advisors
645
Capstone Investment Advisors
New York
– – -29 Closed
PWP
646
Personal Wealth Partners
Minnesota
– – -26 Closed
LWM
647
Lionsbridge Wealth Management
Florida
– – -24 Closed
CFGS
648
Concourse Financial Group Securities
Alabama
– – -20 Closed
PW
649
Price Wealth
Texas
– – -16 Closed
WQ
650
Wealth Quarterback
New Jersey
– – -7 Closed
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