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Equity Residential

688 hedge funds and large institutions have $20.9B invested in Equity Residential in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 281 increasing their positions, 216 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 216

13% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $30M

3% less funds holding

Funds holding: 707688 (-19)

7.83% less ownership

Funds ownership: 92.6%84.76% (-7.8%)

12% less capital invested

Capital invested by funds: $23.8B → $20.9B (-$2.81B)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
688
Holders Change
-19
Holders Change %
-2.69%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
71
Increased
281
Reduced
216
Closed
84
Calls
$33.8M
Puts
$30M
Net Calls
+$3.85M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
626
Cornerstone Planning Group
New Jersey
$4.1K +$2.22K +34 +100%
FIA
627
FNY Investment Advisers
New York
$4K -$38.6K -590 -89%
RTL
628
Red Tortoise LLC
Georgia
$3.88K
AAS
629
Ameritas Advisory Services
Nebraska
$3.83K -$649K -9,923 -99%
QL
630
Quarry LP
New York
$3.63K -$3.66K -56 -50%
TCM
631
Tradewinds Capital Management
Washington
$3.56K
CA
632
CoreCap Advisors
Michigan
$3.5K
PPC
633
Park Place Capital
Alabama
$3.5K
CFD
634
Creative Financial Designs
Indiana
$3.3K +$327 +5 +11%
ATC
635
Adirondack Trust Company
New York
$3.24K
CB
636
CNB Bank
Pennsylvania
$3.17K
MWA
637
Medallion Wealth Advisors
Connecticut
$2.98K
OP
638
ORG Partners
Indiana
$2.65K +$2.03K +31 +310%
AWM
639
Abound Wealth Management
Tennessee
$2.59K
RFP
640
Root Financial Partners
California
$2.59K +$2.62K +40 New
APM
641
Advanced Portfolio Management
New York
$2.52K +$2.55K +39 New
BIA
642
Bell Investment Advisors
California
$2.46K +$523 +8 +27%
PTC
643
Private Trust Company
Ohio
$2.46K +$719 +11 +41%
FMP
644
Financial Management Professionals
Texas
$2.24K -$196 -3 -8%
DJSG
645
D.J. St. Germain
Massachusetts
$2.2K
PMFA
646
Plante Moran Financial Advisors
Michigan
$2.14K +$2.16K +33 New
KG
647
Kilter Group
New York
$1.94K -$654 -10 -25%
HNW
648
High Note Wealth
Minnesota
$1.81K
HFS
649
Hughes Financial Services
Virginia
$1.73K +$1.44K +22 +314%
FFO
650
Fortitude Family Office
Arizona
$1.68K -$183K -2,800 -99%

EQR Hedge Fund Activity: Q3 2025 in Review

688 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2025, worth a combined $20.9B — down 12% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EQR and 71 opened new positions — a net loss of 13 holders — while 216 trimmed existing stakes and 281 added.

The largest buyer was UBS AM, adding an estimated $264M. The largest seller was Invesco, cutting an estimated $130M.

  • 688 institutional investors held Equity Residential (EQR) as of Q3 2025, down from 707 in Q2 2025.
  • Funds reported $20.9B of Equity Residential stock for Q3 2025, down 12% quarter-over-quarter.
  • 71 funds opened new Equity Residential positions in Q3 2025 and 84 closed out, a net change of -13 holders.
  • The largest Equity Residential buyer in Q3 2025 was UBS AM, an estimated $264M added.
  • The largest Equity Residential seller in Q3 2025 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2025.