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Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Cape Investment Advisory
Georgia
$2.75K
CPA
652
Capital Performance Advisors
California
$2.75K +$2.67K +37 New
DJSG
653
D.J. St. Germain
Massachusetts
$2.53K +$2.46K +34 New
FFO
654
Fortitude Family Office
Arizona
$2.38K
BIA
655
Bell Investment Advisors
California
$2.23K
MRCM
656
M&R Capital Management
New Jersey
$2.16K +$2.09K +29 New
PPC
657
Park Place Capital
Alabama
$2.08K
PCFFS
658
Pacific Center for Financial Services
California
$1.94K
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K +$1.66K +23 New
PTC
660
Private Trust Company
Ohio
$1.71K -$1.3K -18 -44%
AP
661
Aspect Partners
Virginia
$1.12K
CAM
662
Creekmur Asset Management
Illinois
$1.12K
CAC
663
Core Alternative Capital
Georgia
$1.04K
TWC
664
TD Waterhouse Canada
Ontario, Canada
$1.03K
CAL
665
Capital Advisors Ltd
Ohio
$1K
NL
666
NVWM LLC
Pennsylvania
$968
MFS
667
Mattson Financial Services
Michigan
$901
APC
668
Aspire Private Capital
North Carolina
$842
CPG
669
Cornerstone Planning Group
New Jersey
$668 +$361 +5 +125%
A
670
AlphaQuest
New York
$521 -$1.24M -17,120 -100%
CT
671
Colonial Trust
South Carolina
$518 +$506 +7 New
CFGS
672
Concourse Financial Group Securities
Alabama
$450 -$4.12K -57 -90%
IAIM
673
International Assets Investment Management
Florida
$403 +$2.17M +29,987 New
TFM
674
TFC Financial Management
Massachusetts
$149
WA
675
WestEnd Advisors
North Carolina
$149 +$144 +2 New