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Equity Residential
EQR

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: 622 → 652 (+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: 14 → 13 (-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

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
3
Invesco
Invesco
Georgia
+$91.1M
4
BAMCO Inc
BAMCO Inc
New York
+$54.3M
5
Goldman Sachs
Goldman Sachs
New York
+$43.7M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$437M
2
UBS AM
UBS AM
Illinois
-$212M
3
BlackRock
BlackRock
New York
-$111M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.9M
5
WCP
Waterfront Capital Partners
New York
-$55.4M
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 – – –
24 25
26
27 28

EQR Hedge Fund Activity: Q2 2024 in Review

652 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2024, worth a combined $24.3B — up 8% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQR positions and 50 closed out — a net gain of 36 holders — while 264 added to existing stakes and 196 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $386M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $437M sold.

  • 652 institutional investors held Equity Residential (EQR) as of Q2 2024, up from 622 in Q1 2024.
  • Funds reported $24.3B of Equity Residential stock for Q2 2024, up 8% quarter-over-quarter.
  • 86 funds opened new Equity Residential positions in Q2 2024 and 50 closed out, a net change of +36 holders.
  • The largest Equity Residential buyer in Q2 2024 was Principal Financial Group, an estimated $386M added.
  • The largest Equity Residential seller in Q2 2024 was D1 Capital Partners, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2024.