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Equity Residential

698 hedge funds and large institutions have $19.3B invested in Equity Residential in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 276 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6.78% less ownership

Funds ownership: 93.1%86.32% (-6.8%)

14% less capital invested

Capital invested by funds: $22.3B → $19.3B (-$3.02B)

66% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $45.7M

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$45.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
626
Physician Wealth Advisors
Utah
$5.92K
SFAM
627
Sawyer Falduto Asset Management
Illinois
$5.92K
AIM
628
Anchor Investment Management
South Carolina
$5.92K
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$5.26K
PGAM
630
Princeton Global Asset Management
New Jersey
$5.21K
CFSG
631
Community Financial Services Group
Vermont
$5.18K
CA
632
Clearstead Advisors
Ohio
$5.03K
MG
633
Mather Group
Illinois
$4.91K
IWM
634
IMG Wealth Management
Florida
$4.79K
S
635
Sachetta
Massachusetts
$4.67K
SWM
636
SHP Wealth Management
Massachusetts
$4.33K
HNW
637
High Note Wealth
Minnesota
$4.26K
RF
638
Roxbury Financial
New Jersey
$4K
SEP
639
Signature Equity Partners
Ohio
$3.79K
BIA
640
Bell Investment Advisors
California
$3.79K
RTL
641
Red Tortoise LLC
Georgia
$3.55K
SSG
642
Summit Securities Group
New York
$3.37K
TCM
643
Tradewinds Capital Management
Washington
$3.25K
IAS
644
IMA Advisory Services
Colorado
$3.11K
SC
645
SouthState Corp
Florida
$3.02K
AWM
646
Abound Wealth Management
Tennessee
$2.96K
ATC
647
Adirondack Trust Company
New York
$2.96K
CB
648
CNB Bank
Pennsylvania
$2.9K
CFM
649
Cornerstone Financial Management
Massachusetts
$2.9K
PIS
650
POM Investment Strategies
North Carolina
$2.84K