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Equity Residential
EQR

702 hedge funds and large institutions have $25.3B invested in Equity Residential in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 222 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

22% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 222

3% more funds holding

Funds holding: 683 → 702 (+19)

6% more call options, than puts

Call options by funds: $46.2M | Put options by funds: $43.5M

0.62% less ownership

Funds ownership: 93.7% → 93.08% (-0.62%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$198M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
702
Holders Change
+19
Holders Change %
+2.78%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
90
Increased
271
Reduced
222
Closed
65
Calls
$46.2M
Puts
$43.5M
Net Calls
+$2.69M
Net Calls Change
-$18.4M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$130M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$77.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$37.8M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$31.3M
5
EAM
Eventide Asset Management
Massachusetts
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
-$96M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$86M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$64.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.1M
5
Prudential Financial
Prudential Financial
New Jersey
-$59M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
651
Sachetta
Massachusetts
$3.72K – – –
CFD
652
Creative Financial Designs
Indiana
$3.65K -$2.33K -33 -39%
FAM
653
Flaharty Asset Management
Florida
$3.65K +$3.6K +51 New
ATC
654
Adirondack Trust Company
New York
$3.58K – – –
DF
655
Dunhill Financial
United Kingdom
$3.52K -$1.2K -17 -26%
SO
656
Sierra Ocean
California
$3.4K – – –
AWM
657
Activest Wealth Management
Florida
$3.29K +$3.25K +46 New
MWA
658
Medallion Wealth Advisors
Connecticut
$3.28K +$3.25K +46 New
HWP
659
Highline Wealth Partners
California
$3.08K -$1.2K -17 -28%
AWM
660
Abound Wealth Management
Tennessee
$2.87K – – –
LWMI
661
Legacy Wealth Management (Idaho)
Idaho
$2.86K – – –
CIAS
662
CBIZ Investment Advisory Services
Ohio
$2.75K +$2.68K +38 New
CIA
663
Cape Investment Advisory
Georgia
$2.72K – – –
WCM
664
WealthTrak Capital Management
Virginia
$2.51K +$1.77K +25 +250%
DJSG
665
D.J. St. Germain
Massachusetts
$2.43K – – –
FFO
666
Fortitude Family Office
Arizona
$2.29K – – –
BIA
667
Bell Investment Advisors
California
$2.15K – – –
AA
668
Addison Advisors
Vermont
$2K – – –
HFS
669
Hantz Financial Services
Michigan
$2K +$1.84K +26 New
HFS
670
Hughes Financial Services
Virginia
$2K +$1.98K +28 New
PCFFS
671
Pacific Center for Financial Services
California
$1.86K – – –
FMP
672
Financial Management Professionals
Texas
$1.81K -$777 -11 -31%
PTC
673
Private Trust Company
Ohio
$1.5K -$141 -2 -9%
AGWCA
674
Annis Gardner Whiting Capital Advisors
Florida
$1.44K +$847 +12 +150%
AFG
675
Albion Financial Group
Utah
$1.43K – – –
25 26
27
28 29

EQR Hedge Fund Activity: Q1 2025 in Review

702 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2025, worth a combined $25.3B — down 0.77% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new EQR positions and 65 closed out — a net gain of 25 holders — while 271 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Heitman Real Estate Securities, cutting an estimated $96M.

  • 702 institutional investors held Equity Residential (EQR) as of Q1 2025, up from 683 in Q4 2024.
  • Funds reported $25.3B of Equity Residential stock for Q1 2025, down 0.77% quarter-over-quarter.
  • 90 funds opened new Equity Residential positions in Q1 2025 and 65 closed out, a net change of +25 holders.
  • The largest Equity Residential buyer in Q1 2025 was Citadel Advisors, an estimated $130M added.
  • The largest Equity Residential seller in Q1 2025 was Heitman Real Estate Securities, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2025.