We are live on ! Find out more
EQR icon

Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
626
Hemington Wealth Management
Virginia
$8K +$8.45K +117 New
KFI
627
Key Financial Inc
Pennsylvania
$7.89K
CWP
628
Concord Wealth Partners
Virginia
$7.82K -$1.08K -15 -13%
SIS
629
Sound Income Strategies
Florida
$7.77K -$2.82K -39 -27%
AIM
630
Anchor Investment Management
South Carolina
$7.45K
LFG
631
Larson Financial Group
Missouri
$5.81K +$5.63K +78 New
ZB
632
Zions Bancorporation
Utah
$5.73K -$3.47K -48 -38%
IA
633
IFP Advisors
Florida
$5.66K
FCA
634
FinTrust Capital Advisors
South Carolina
$5.44K
AA
635
Addison Advisors
Vermont
$4.69K +$2.53K +35 +125%
RTL
636
Red Tortoise LLC
Georgia
$4.47K
RCM
637
Raleigh Capital Management
North Carolina
$4.47K +$361 +5 +9%
HWP
638
Highline Wealth Partners
California
$4.47K +$1.08K +15 +33%
TCM
639
Tradewinds Capital Management
Washington
$4.1K
AIM
640
Aurora Investment Managers
Florida
$3.91K +$258K +3,569 +7%
S
641
Sachetta
Massachusetts
$3.87K
AAP
642
Arax Advisory Partners
Colorado
$3.8K
ATC
643
Adirondack Trust Company
New York
$3.72K
DF
644
Dunhill Financial
United Kingdom
$3.67K +$1.59K +22 +81%
CFD
645
Creative Financial Designs
Indiana
$3.42K
WWP
646
WR Wealth Planners
Missouri
$3.42K +$1.08K +15 +48%
PFG
647
Peterson Financial Group
Iowa
$3.02K +$2.96K +41 New
FMP
648
Financial Management Professionals
Texas
$3K +$722 +10 +28%
AWM
649
Abound Wealth Management
Tennessee
$2.98K
HI
650
Harbour Investments
Wisconsin
$2.98K +$1.37K +19 +90%