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Equity Residential
EQR

610 hedge funds and large institutions have $23.4B invested in Equity Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 209 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

13% more capital invested

Capital invested by funds: $20.7B → $23.4B (+$2.73B)

5% more funds holding

Funds holding: 579 → 610 (+31)

2.4% more ownership

Funds ownership: 91.26% → 93.66% (+2.4%)

0% more call options, than puts

Call options by funds: $38M | Put options by funds: $37.8M

3% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 216

Holders
610
Holders Change
+31
Holders Change %
+5.35%
% of All Funds
9.58%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
209
Reduced
216
Closed
40
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$267M
2
CTC
Chai Trust Company
Illinois
+$262M
3
DCP
D1 Capital Partners
New York
+$183M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
5
RC
Resolution Capital
Australia
+$100M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.8M
2
LPC
Long Pond Capital
New York
-$73.3M
3
BlackRock
BlackRock
New York
-$67.8M
4
Bank of America
Bank of America
North Carolina
-$65M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$62.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$48.4M -$2.55M -40,767 -5%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$43.6M +$15.2M +243,919 +59%
Canada Life
53
Canada Life
Manitoba, Canada
$43.2M +$216K +3,457 +0.5%
CS
54
Credit Suisse
Switzerland
$42.8M +$1.17M +18,750 +3%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$42.3M – – –
Renaissance Technologies
56
Renaissance Technologies
New York
$42.1M -$3.53M -56,500 -8%
Barclays
57
Barclays
United Kingdom
$41.2M +$15.9M +253,853 +68%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.1M -$1.17M -18,796 -3%
Point72 Asset Management
59
Point72 Asset Management
Connecticut
$39.4M +$6.91M +110,497 +23%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$38.8M -$758K -12,121 -2%
Amundi
61
Amundi
France
$38M -$17.4M -277,853 -33%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$36.6M -$183K -2,927 -0.5%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$33.5M -$43.6M -698,300 -58%
PAMS
64
Pictet Asset Management (Switzerland)
Switzerland
$33.2M +$512K +8,192 +2%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$32.9M +$2.64M +42,179 +9%
National Pension Service
66
National Pension Service
South Korea
$31.7M +$1.03M +16,535 +4%
Nomura Asset Management
67
Nomura Asset Management
Japan
$30.3M +$762K +12,198 +3%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$30.1M -$3.75M -59,948 -12%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$29.4M +$2.95M +47,201 +12%
ACM
70
AEW Capital Management
Massachusetts
$29.4M -$6.32M -101,120 -18%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$28.9M -$661K -10,579 -2%
Allianz Asset Management
72
Allianz Asset Management
Germany
$25.4M -$8.16M -130,586 -25%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$25M +$802K +12,838 +4%
Wells Fargo
74
Wells Fargo
California
$24.8M -$993K -15,896 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.6M +$23.3M +372,900 New
1 2
3
4 5

EQR Hedge Fund Activity: Q2 2023 in Review

610 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2023, worth a combined $23.4B — up 13% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EQR positions and 40 closed out — a net gain of 35 holders — while 209 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $267M. The largest seller was Wellington Management Group, cutting an estimated $88.8M.

  • 610 institutional investors held Equity Residential (EQR) as of Q2 2023, up from 579 in Q1 2023.
  • Funds reported $23.4B of Equity Residential stock for Q2 2023, up 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q2 2023 and 40 closed out, a net change of +35 holders.
  • The largest Equity Residential buyer in Q2 2023 was JP Morgan Chase, an estimated $267M added.
  • The largest Equity Residential seller in Q2 2023 was Wellington Management Group, an estimated $88.8M sold.

Based on aggregated 13F filings for Q2 2023.