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Equity Residential

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: 683702 (+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: 1413 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
676
Capital A Wealth Management
Pennsylvania
$1.43K
CWC
677
Carolinas Wealth Consulting
North Carolina
$1.36K -$353 -5 -21%
HI
678
Harbour Investments
Wisconsin
$1.29K -$1.55K -22 -55%
NL
679
NVWM LLC
Pennsylvania
$1.29K +$353 +5 +38%
DWM
680
Dogwood Wealth Management
Kansas
$1.29K +$1.27K +18 New
CWP
681
Clark Wealth Partners
Illinois
$1.22K +$141 +2 +13%
WA
682
Whipplewood Advisors
Colorado
$1.07K -$5.3K -75 -41%
AP
683
Aspect Partners
Virginia
$1.07K
FNWA
684
Financial Network Wealth Advisors
Utah
$1.07K +$1.06K +15 New
RWM
685
Rialto Wealth Management
New York
$1K +$989 +14 New
CAC
686
Core Alternative Capital
Georgia
$1K
CAL
687
Capital Advisors Ltd
Ohio
$1K -$141 -2 -13%
TWC
688
TD Waterhouse Canada
Ontario, Canada
$994
CPG
689
Cornerstone Planning Group
New Jersey
$971 +$353 +5 +56%
MFS
690
Mattson Financial Services
Michigan
$931
PWA
691
Principia Wealth Advisory
Texas
$869 +$494 +7 +117%
CT
692
Colonial Trust
South Carolina
$857 -$141 -2 -14%
MAS
693
MPWM Advisory Solutions
Georgia
$644
WW
694
Winnow Wealth
Texas
$599 +$212 +3 +50%
ACA
695
American Capital Advisory
Idaho
$502 +$494 +7 New
HHGA
696
Halbert Hargrove Global Advisors
California
$502 +$494 +7 New
BWL
697
Bogart Wealth LLC
Virginia
$501 +$494 +7 New
BFS
698
Bare Financial Services
Pennsylvania
$429 +$424 +6 New
CA
699
Crewe Advisors
Utah
$358
TFM
700
TFC Financial Management
Massachusetts
$144

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.