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Equity Residential

652 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 264 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $27.9M

35% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 196

8% more capital invested

Capital invested by funds: $22.5B → $24.3B (+$1.81B)

5% more funds holding

Funds holding: 622652 (+30)

1.34% less ownership

Funds ownership: 94.05%92.7% (-1.3%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
652
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
86
Increased
264
Reduced
196
Closed
50
Calls
$37.7M
Puts
$27.9M
Net Calls
+$9.77M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
626
Addison Advisors
Vermont
$1.94K +$1.82K +28 New
DF
627
Dunhill Financial
United Kingdom
$1.87K +$65 +1 +4%
PCFFS
628
Pacific Center for Financial Services
California
$1.8K +$1.69K +26 New
CP
629
Castleview Partners
Texas
$1.59K
HI
630
Harbour Investments
Wisconsin
$1.46K +$130 +2 +11%
UWS
631
Unique Wealth Strategies
Illinois
$1.39K +$1.43K +22 New
ATPW
632
Ashton Thomas Private Wealth
Arizona
$1.39K +$1.3K +20 New
AssetMark Inc
633
AssetMark Inc
California
$1.18K +$1.11K +17 New
AGWCA
634
Annis Gardner Whiting Capital Advisors
Florida
$1.11K +$521 +8 +100%
AP
635
Aspect Partners
Virginia
$1.04K
CAM
636
Creekmur Asset Management
Illinois
$1.04K +$976 +15 New
CAL
637
Capital Advisors Ltd
Ohio
$1K +$390 +6 +60%
AW
638
Avion Wealth
Texas
$1K +$521 +8 +44%
CAC
639
Core Alternative Capital
Georgia
$971
TWC
640
TD Waterhouse Canada
Ontario, Canada
$959 +$911 +14 New
RFG
641
RFP Financial Group
Georgia
$901
NL
642
NVWM LLC
Pennsylvania
$901 +$325 +5 +63%
MFS
643
Mattson Financial Services
Michigan
$901 +$846 +13 New
APC
644
Aspire Private Capital
North Carolina
$777
WIA
645
Wetzel Investment Advisors
Indiana
$694 +$716 +11 New
ECM
646
Everence Capital Management
Indiana
$483
PWMG
647
Prestige Wealth Management Group
New Jersey
$417 -$271K -4,160 -100%
CPG
648
Cornerstone Planning Group
New Jersey
$277 +$260 +4 New
TWP
649
Triad Wealth Partners
Kansas
$162 +$130 +2 New
TFM
650
TFC Financial Management
Massachusetts
$139