We are live on ! Find out more
EQR icon

Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
CoreCap Advisors
Michigan
$5K +$4.3K +50 New
TH
627
TCTC Holdings
Texas
$5K +$4.39K +51 New
SC
628
Stephens Consulting
Michigan
$4.8K +$4.56K +53 New
BWM
629
Baystate Wealth Management
Massachusetts
$4K
HR
630
Howe & Rusling
New York
$4K
VCM
631
Versant Capital Management
Arizona
$4K
BWA
632
BDO Wealth Advisors
Florida
$4K +$3.96K +46 New
AP
633
Arlington Partners
Alabama
$4K +$4.04K +47 New
SWA
634
Sutton Wealth Advisors
Florida
$3.98K
AP
635
Atwood & Palmer
Missouri
$3K
CCM
636
Chilton Capital Management
Texas
$3K +$2.75K +32 New
CAC
637
Core Alternative Capital
Georgia
$3K +$2.92K +34 New
AWA
638
Amplius Wealth Advisors
Pennsylvania
$3K +$3.53K +41 New
RA
639
Resolute Advisors
California
$2K -$11.1K -129 -85%
EBA
640
Eagle Bay Advisors
New York
$2K -$1.46K -17 -50%
CCA
641
Column Capital Advisors
Indiana
$2K
EW
642
Evoke Wealth
California
$2K +$516 +6 +38%
LWA
643
Lenox Wealth Advisors
New York
$2K +$1.64K +19 New
AF
644
Advisornet Financial
Minnesota
$2K +$1.72K +20 New
APP
645
Alpha Paradigm Partners
Illinois
$1K
GAM
646
Gemmer Asset Management
California
$1K
PWMG
647
Prestige Wealth Management Group
New Jersey
$1K
CAL
648
Capital Advisors Ltd
Ohio
$1K +$688 +8 New
S
649
Surevest
California
$1K +$1.12K +13 New
WC
650
Wexford Capital
Florida
$468 +$445K +5,174 New