We are live on ! Find out more
EQR icon

Equity Residential

690 hedge funds and large institutions have $22.3B invested in Equity Residential in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 246 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

8.36% more ownership

Funds ownership: 84.76%93.12% (+8.4%)

7% more capital invested

Capital invested by funds: $20.9B → $22.3B (+$1.38B)

0% more funds holding

Funds holding: 688690 (+2)

4% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 256

83% less call options, than puts

Call options by funds: $7.46M | Put options by funds: $44.1M

Holders
690
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
8.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.17%
New
86
Increased
246
Reduced
256
Closed
74
Calls
$7.46M
Puts
$44.1M
Net Calls
-$36.7M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
626
Signature Equity Partners
Ohio
$3.66K +$3.56K +58 New
SWM
627
SHP Wealth Management
Massachusetts
$3.47K +$3.37K +55 New
TCM
628
Tradewinds Capital Management
Washington
$3.47K
AFC
629
Ares Financial Consulting
California
$3.47K +$3.37K +55 New
ATC
630
Adirondack Trust Company
New York
$3.15K
CB
631
CNB Bank
Pennsylvania
$3.09K
CFM
632
Cornerstone Financial Management
Massachusetts
$3.09K +$3.01K +49 New
PIS
633
POM Investment Strategies
North Carolina
$3.03K +$2.94K +48 New
WW
634
Winnow Wealth
Texas
$3.01K +$2.88K +47 New
DWM
635
Dogwood Wealth Management
Kansas
$2.9K -$3.19K -52 -53%
CFD
636
Creative Financial Designs
Indiana
$2.9K -$307 -5 -10%
MWA
637
Medallion Wealth Advisors
Connecticut
$2.9K
RFP
638
Root Financial Partners
California
$2.77K +$245 +4 +10%
IWM
639
IMG Wealth Management
Florida
$2.77K +$2.7K +44 New
MAM
640
Marquette Asset Management
Minnesota
$2.65K +$2.58K +42 New
AWM
641
Abound Wealth Management
Tennessee
$2.52K
SC
642
SouthState Corp
Florida
$2.52K -$1.96K -32 -44%
BIA
643
Bell Investment Advisors
California
$2.4K
DF
644
Dunhill Financial
United Kingdom
$2.35K +$675 +11 +42%
OP
645
ORG Partners
Indiana
$2.27K -$307 -5 -12%
DJSG
646
D.J. St. Germain
Massachusetts
$2.14K
MSWM
647
Mowery & Schoenfeld Wealth Management
Illinois
$2.02K +$1.96K +32 New
IAS
648
IMA Advisory Services
Colorado
$2.02K +$1.96K +32 New
YP
649
YANKCOM Partnership
South Dakota
$1.83K +$1.78K +29 New
PPC
650
Park Place Capital
Alabama
$1.76K -$1.59K -26 -48%