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Equity Residential
EQR

Overview Fund Activity

669 hedge funds and large institutions have $23.5B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 257 increasing their positions, 225 reducing their positions, and 55 closing their positions.

Holders
669
Holders Change
+22
Holders Change %
+3.4%
% of All Funds
9.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
83
Increased
257
Reduced
225
Closed
55
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$317M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$145M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$577M
4
BlackRock
4
BlackRock
New York
$2.91B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$577M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$303M
2
RC
2
Resolution Capital
Australia
$407M
3
Prudential Financial
3
Prudential Financial
New Jersey
$100M
4
Invesco
4
Invesco
Georgia
$434M
5
BAMCO Inc
5
BAMCO Inc
New York
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
626
FinTrust Capital Advisors
South Carolina
$5.44K – – –
AA
627
Addison Advisors
Vermont
$4.69K +$2.61K +35 +125%
RTL
628
Red Tortoise LLC
Georgia
$4.47K – – –
RCM
629
Raleigh Capital Management
North Carolina
$4.47K +$372 +5 +9%
HWP
630
Highline Wealth Partners
California
$4.47K +$1.12K +15 +33%
TCM
631
Tradewinds Capital Management
Washington
$4.1K – – –
AIM
632
Aurora Investment Managers
Florida
$3.91K +$266 +3,569 +7%
S
633
Sachetta
Massachusetts
$3.87K – – –
AAP
634
Arax Advisory Partners
Colorado
$3.8K – – –
ATC
635
Adirondack Trust Company
New York
$3.72K – – –
DF
636
Dunhill Financial
United Kingdom
$3.68K +$1.65K +22 +81%
CFD
637
Creative Financial Designs
Indiana
$3.43K – – –
WWP
638
WR Wealth Planners
Missouri
$3.43K +$1.12K +15 +48%
PFG
639
Peterson Financial Group
Iowa
$3.03K +$3.03K +41 New
FMP
640
Financial Management Professionals
Texas
$3K +$652 +10 +28%
AWM
641
Abound Wealth Management
Tennessee
$2.98K – – –
HI
642
Harbour Investments
Wisconsin
$2.98K +$1.42K +19 +90%
CIA
643
Cape Investment Advisory
Georgia
$2.76K – – –
CPA
644
Capital Performance Advisors
California
$2.76K +$2.76K +37 New
DJSG
645
D.J. St. Germain
Massachusetts
$2.53K +$2.53K +34 New
FFO
646
Fortitude Family Office
Arizona
$2.38K – – –
BIA
647
Bell Investment Advisors
California
$2.23K – – –
MRCM
648
M&R Capital Management
New Jersey
$2.16K +$2.16K +29 New
PPC
649
Park Place Capital
Alabama
$2.09K – – –
PCFFS
650
Pacific Center for Financial Services
California
$1.94K – – –
24 25
26
27 28