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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
651
Marco Investment Management
Georgia
-$216K -3,214 Closed
MML Investors Services
652
MML Investors Services
Massachusetts
-$216K -3,212 Closed
FCBT
653
First Citizens Bank & Trust
North Carolina
-$207K -3,071 Closed
EM
654
Excalibur Management
Massachusetts
-$203K -3,013 Closed
DAM
655
Doheny Asset Management
California
-$202K -3,000 Closed
SL
656
Summitry LLC
California
-$202K -3,000 Closed
CAM
657
Columbia Asset Management
Michigan
-$88K -1,315 Closed
CA
658
Capitolis Advisors
New York
-$87K -1,301 Closed
MCM
659
McMillion Capital Management
North Carolina
-$63K -930 Closed
CP
660
Castleview Partners
Texas
-$58K -859 Closed
CFO
661
CVA Family Office
Colorado
-$46K -690 Closed
Cohen & Steers
662
Cohen & Steers
New York
-$27K -399 Closed
MA
663
MCF Advisors
Kentucky
-$20K -291 Closed
HFM
664
Harvest Fund Management
China
-$14K -202 Closed
AIP
665
Almanack Investment Partners
Pennsylvania
-$12K -177 Closed
RTC
666
Riverview Trust Company
Washington
-$12K -175 Closed
CSPAM
667
Cary Street Partners Asset Management
Virginia
-$11K -159 Closed
GIA
668
GHP Investment Advisors
Colorado
-$10K -149 Closed
EW
669
Evoke Wealth
California
-$5K -75 Closed
BWA
670
BDO Wealth Advisors
Florida
-$3K -46 Closed
JGIA
671
Jackson Grant Investment Advisers
Connecticut
-$2K -37 Closed
HR
672
Howe & Rusling
New York
-$2K -33 Closed
IFAM
673
Institutional & Family Asset Management
Colorado
-$2K -30 Closed
ACA
674
Atlas Capital Advisors
Wyoming
-$336 -5 Closed

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.