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Equity Residential

674 hedge funds and large institutions have $25.5B invested in Equity Residential in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 256 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
8.97%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
82
Increased
256
Reduced
230
Closed
67
Calls
$45.9M
Puts
$24.8M
Net Calls
+$21.1M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
651
Colonial Trust
South Carolina
$1.05K +$524 +7 +100%
TWC
652
TD Waterhouse Canada
Ontario, Canada
$1.01K
CAC
653
Core Alternative Capital
Georgia
$1.01K
CAL
654
Capital Advisors Ltd
Ohio
$1K
MFS
655
Mattson Financial Services
Michigan
$968
NL
656
NVWM LLC
Pennsylvania
$933
LDB
657
Lee, Danner & Bass
Tennessee
$933 +$933 +13 New
WA
658
WPG Advisers
Maryland
$933 +$933 +13 New
NC
659
NewSquare Capital
Pennsylvania
$789 +$789 +11 New
DRP
660
Decker Retirement Planning
Utah
$718 +$718 +10 New
WCM
661
WealthTrak Capital Management
Virginia
$718 +$718 +10 New
T
662
Transce3nd
Texas
$676 +$676 +9 New
MAS
663
MPWM Advisory Solutions
Georgia
$646 +$646 +9 New
CPG
664
Cornerstone Planning Group
New Jersey
$631
AGWCA
665
Annis Gardner Whiting Capital Advisors
Florida
$575 +$575 +8 New
PWA
666
Principia Wealth Advisory
Texas
$431 +$431 +6 New
CFGS
667
Concourse Financial Group Securities
Alabama
$410
WW
668
Winnow Wealth
Texas
$400 +$400 +6 New
CA
669
Crewe Advisors
Utah
$359 -$18.5K -257 -98%
SMAM
670
Sugar Maple Asset Management
Wisconsin
$359 +$359 +5 New
VHAM
671
Van Hulzen Asset Management
California
$288 +$288 +4 New
CSWM
672
Cassady Schiller Wealth Management
Ohio
$215 +$215 +3 New
TFM
673
TFC Financial Management
Massachusetts
$144
DFA
674
DHJJ Financial Advisors
Illinois
$72
Arrowstreet Capital
675
Arrowstreet Capital
Massachusetts
-$35.9M -481,819 Closed