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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
BFM
726
Boothbay Fund Management
New York
-$257K -3,970 Closed
JWCA
727
J.W. Cole Advisors
Florida
-$252K -3,895 Closed
SRL
728
Scientech Research LLC
New Jersey
-$241K -3,722 Closed
BWM
729
Baron Wealth Management
Michigan
-$223K -3,445 Closed
Capstone Investment Advisors
730
Capstone Investment Advisors
New York
-$207K -3,199 Closed
BC
731
Burney Company
Virginia
-$206K -3,181 Closed
MWM
732
Modera Wealth Management
New Jersey
-$201K -3,111 Closed
CCA
733
Catalyst Capital Advisors
New York
-$84.3K -1,303 Closed
WANY
734
Wealthspire Advisors (New York)
New York
-$48.1K -743 Closed
SIC
735
Salem Investment Counselors
North Carolina
-$32.7K -500 Closed
DSC
736
Duncker Streett & Co
Missouri
-$22.7K -350 Closed
MG
737
Mather Group
Illinois
-$13.1K -203 Closed
MAM
738
Meeder Asset Management
Ohio
-$12K -185 Closed
RA
739
Rise Advisors
New York
-$10.6K -164 Closed
MSWA
740
Marshall & Sterling Wealth Advisors
New York
-$7.7K -119 Closed
EDRH
741
Edmond de Rothschild Holding
Switzerland
-$6.41K -99 Closed
SS
742
Sunbelt Securities
Texas
-$5.37K -83 Closed
TC
743
Truvestments Capital
Florida
-$5.18K -80 Closed
AAS
744
Ameritas Advisory Services
Nebraska
-$3.83K -59 Closed
APM
745
Advanced Portfolio Management
New York
-$2.52K -39 Closed
PMFA
746
Plante Moran Financial Advisors
Michigan
-$2.14K -33 Closed
FFO
747
Fortitude Family Office
Arizona
-$1.68K -26 Closed
HWP
748
Highline Wealth Partners
California
-$1.29K -20 Closed
WSFS
749
Wilmington Savings Fund Society
Delaware
-$1.23K -19 Closed
CAC
750
Core Alternative Capital
Georgia
-$906 -14 Closed