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Equity Residential

690 hedge funds and large institutions have $22.3B invested in Equity Residential in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 246 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

8.36% more ownership

Funds ownership: 84.76%93.12% (+8.4%)

7% more capital invested

Capital invested by funds: $20.9B → $22.3B (+$1.38B)

0% more funds holding

Funds holding: 688690 (+2)

4% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 256

83% less call options, than puts

Call options by funds: $7.46M | Put options by funds: $44.1M

Holders
690
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
8.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.17%
New
86
Increased
246
Reduced
256
Closed
74
Calls
$7.46M
Puts
$44.1M
Net Calls
-$36.7M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$1.76K +$1.53K +25 +833%
PCFFS
652
Pacific Center for Financial Services
California
$1.68K
PWMG
653
Prestige Wealth Management Group
New Jersey
$1.39K -$296K -4,826 -100%
FMP
654
Financial Management Professionals
Texas
$1.28K -$859 -14 -41%
KG
655
Kilter Group
New York
$1.26K -$613 -10 -33%
AFG
656
Albion Financial Group
Utah
$1.26K
AP
657
Aspect Partners
Virginia
$1.26K +$307 +5 +33%
NL
658
NVWM LLC
Pennsylvania
$1.14K +$307 +5 +38%
FAMI
659
Fideuram Asset Management (Ireland)
$1.12K +$1.04K +17 New
CWP
660
Clark Wealth Partners
Illinois
$1.07K
OC
661
Optima Capital
Oregon
$1.01K +$982 +16 New
VNA
662
Valley National Advisers
Pennsylvania
$1K +$1.41K +23 New
FNWA
663
Financial Network Wealth Advisors
Utah
$946
JFGIW
664
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$757 -$429 -7 -37%
MNA
665
Manning & Napier Advisors
New York
$699 +$675 +11 New
CA
666
Crewe Advisors
Utah
$694 +$675 +11 New
RFS
667
Richardson Financial Services
Massachusetts
$677
S
668
Sachetta
Massachusetts
$631
QWM
669
Quaker Wealth Management
New Jersey
$631 +$613 +10 New
CIAM
670
Caitong International Asset Management
Hong Kong
$630 -$119K -1,945 -99%
CIAS
671
CBIZ Investment Advisory Services
Ohio
$630 +$613 +10 New
AGWCA
672
Annis Gardner Whiting Capital Advisors
Florida
$568 -$184 -3 -25%
ACA
673
American Capital Advisory
Idaho
$568 +$61 +1 +13%
TFM
674
TFC Financial Management
Massachusetts
$568 +$429 +7 +350%
AWM
675
Activest Wealth Management
Florida
$567 -$859 -14 -61%