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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAAOA
101
Teachers Insurance & Annuity Association of America
New York
$20.1M -$5.27M -68,928 -21%
PAMU
102
Pictet Asset Management (UK)
United Kingdom
$19.6M -$1.81M -23,663 -8%
CI Investments Inc
103
CI Investments Inc
Ontario, Canada
$19.5M -$6.16M -80,583 -24%
GC
104
Guggenheim Capital
Illinois
$19.3M +$2.86M +37,416 +17%
WBC
105
Westpac Banking Corp
Australia
$19.1M -$11.4M -149,052 -37%
MME
106
Meag Munich Ergo
Germany
$19M
Fidelity International
107
Fidelity International
Bermuda
$18.4M +$511K +6,695 +3%
DSA
108
Davis Selected Advisers
Arizona
$17.7M -$537K -7,030 -3%
ERSOT
109
Employees Retirement System of Texas
Texas
$17.1M -$76.4K -1,000 -0.4%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$16.9M +$1.14M +14,946 +7%
Aviva
111
Aviva
United Kingdom
$16.5M -$1.65M -21,578 -9%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$15.5M +$195K +2,555 +1%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$15.3M -$1.15M -15,100 -7%
GCA
114
GSI Capital Advisors
California
$15.2M -$4.45M -58,200 -23%
PL
115
Perpetual Ltd
Australia
$15M -$374K -4,900 -2%
SOADOR
116
State of Alaska Department of Revenue
Alaska
$15M +$1.39M +18,243 +10%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$14.1M +$231K +3,030 +2%
ESCM
118
Echo Street Capital Management
New York
$13.8M +$13.9M +182,386 New
RJA
119
Raymond James & Associates
Florida
$13.8M -$336K -4,404 -2%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$13.1M +$39K +511 +0.3%
ClearBridge Investments
121
ClearBridge Investments
New York
$13.1M -$14.5K -190 -0.1%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$12.9M +$473K +6,188 +4%
MNG
123
Manning & Napier Group
New York
$12.7M
SP
124
Sarasin & Partners
United Kingdom
$12.5M -$61.3K -803 -0.5%
AG
125
Aperio Group
California
$12.3M +$196K +2,560 +2%

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.