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Equity Residential

703 hedge funds and large institutions have $19.3B invested in Equity Residential in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 277 increasing their positions, 235 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6.78% less ownership

Funds ownership: 93.12%86.34% (-6.8%)

14% less capital invested

Capital invested by funds: $22.3B → $19.3B (-$3.02B)

66% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $45.7M

Holders
703
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$45.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
SouthState Corp
Florida
$3.02K
AWM
652
Abound Wealth Management
Tennessee
$2.96K
ATC
653
Adirondack Trust Company
New York
$2.96K
CB
654
CNB Bank
Pennsylvania
$2.9K
CFM
655
Cornerstone Financial Management
Massachusetts
$2.9K
PIS
656
POM Investment Strategies
North Carolina
$2.84K
CFD
657
Creative Financial Designs
Indiana
$2.72K
MWA
658
Medallion Wealth Advisors
Connecticut
$2.72K
GSEP
659
Golden State Equity Partners
California
$2.72K
PPC
660
Park Place Capital
Alabama
$2.66K
CFG
661
Clayton Financial Group
Missouri
$2.37K
DWM
662
Dogwood Wealth Management
Kansas
$2.13K
RFP
663
Root Financial Partners
California
$2.07K
DJSG
664
D.J. St. Germain
Massachusetts
$2.01K
IAAG
665
Innovative Asset Advisors Group
Connecticut
$1.92K
BFS
666
Bare Financial Services
Pennsylvania
$1.89K
FC
667
Financial Consulate
Maryland
$1.84K
YP
668
YANKCOM Partnership
South Dakota
$1.72K
PCFFS
669
Pacific Center for Financial Services
California
$1.54K
CWP
670
Clark Wealth Partners
Illinois
$1.32K
RCM
671
Raleigh Capital Management
North Carolina
$1.24K
AFG
672
Albion Financial Group
Utah
$1.18K
CT
673
Colonial Trust
South Carolina
$1.18K
WSFG
674
Wall Street Financial Group
Illinois
$1.18K
DF
675
Dunhill Financial
United Kingdom
$1.03K