We are live on ! Find out more
EQR icon

Equity Residential

688 hedge funds and large institutions have $20.9B invested in Equity Residential in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 281 increasing their positions, 216 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 216

13% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $30M

3% less funds holding

Funds holding: 707688 (-19)

7.83% less ownership

Funds ownership: 92.6%84.76% (-7.8%)

12% less capital invested

Capital invested by funds: $23.8B → $20.9B (-$2.81B)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
688
Holders Change
-19
Holders Change %
-2.69%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
71
Increased
281
Reduced
216
Closed
84
Calls
$33.8M
Puts
$30M
Net Calls
+$3.85M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
751
Lazard Asset Management
New York
-$21K -323 Closed
NC
752
NewSquare Capital
Pennsylvania
-$12.5K -185 Closed
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
-$11.6K -172 Closed
BSB
754
Bangor Savings Bank
Maine
-$7.15K -106 Closed
TPWA
755
Twin Peaks Wealth Advisors
California
-$6.65K -106 Closed
AA
756
Addison Advisors
Vermont
-$4.46K -66 Closed
SC
757
Solstein Capital
California
-$3.91K -58 Closed
SO
758
Sierra Ocean
California
-$3.2K -47 Closed
PHK
759
Point72 Hong Kong
Hong Kong
-$2.85K -42 Closed
CIA
760
Cape Investment Advisory
Georgia
-$2.5K -37 Closed
WCM
761
WealthTrak Capital Management
Virginia
-$1.69K -25 Closed
WA
762
Whipplewood Advisors
Colorado
-$1.01K -15 Closed
TCA
763
Trifecta Capital Advisors
Illinois
-$810 -12 Closed
Kayne Anderson Rudnick Investment Management
764
Kayne Anderson Rudnick Investment Management
California
-$742 -11 Closed
WWM
765
Wolff Wiese Magana
California
-$675 -10 Closed
CIAS
766
CBIZ Investment Advisory Services
Ohio
-$540 -8 Closed
SC
767
Stephens Consulting
Michigan
-$473 -7 Closed
BFS
768
Bare Financial Services
Pennsylvania
-$405 -6 Closed
CA
769
Crewe Advisors
Utah
-$338 -5 Closed
LFA
770
LGT Financial Advisors
Texas
-$135 -2 Closed
CCM
771
Cloud Capital Management
Washington
+$719 +11 New

EQR Hedge Fund Activity: Q3 2025 in Review

688 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2025, worth a combined $20.9B — down 12% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EQR and 71 opened new positions — a net loss of 13 holders — while 216 trimmed existing stakes and 281 added.

The largest buyer was UBS AM, adding an estimated $264M. The largest seller was Invesco, cutting an estimated $130M.

  • 688 institutional investors held Equity Residential (EQR) as of Q3 2025, down from 707 in Q2 2025.
  • Funds reported $20.9B of Equity Residential stock for Q3 2025, down 12% quarter-over-quarter.
  • 71 funds opened new Equity Residential positions in Q3 2025 and 84 closed out, a net change of -13 holders.
  • The largest Equity Residential buyer in Q3 2025 was UBS AM, an estimated $264M added.
  • The largest Equity Residential seller in Q3 2025 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2025.