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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HRES
101
Heitman Real Estate Securities
Illinois
$16.9M -$46M -814,781 -74%
ERSOT
102
Employees Retirement System of Texas
Texas
$16.8M +$4.12M +73,000 +35%
CWM
103
CIBC World Markets
New York
$16.3M +$13.2M +233,254 +566%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$16.2M +$1.59M +28,062 +11%
CI Investments Inc
105
CI Investments Inc
Ontario, Canada
$15.8M +$452 +8 +0%
SOADOR
106
State of Alaska Department of Revenue
Alaska
$15.7M -$2.85M -50,437 -16%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$15.1M +$6.61M +116,900 +85%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$14.7M -$440K -7,786 -3%
Victory Capital Management
109
Victory Capital Management
Texas
$14.6M -$3.51M -62,106 -20%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$14.5M +$172K +3,046 +1%
AIA
111
Avalon Investment & Advisory
Texas
$14.5M -$2.49M -44,030 -15%
SAM
112
Securian Asset Management
Minnesota
$14.5M +$240K +4,250 +2%
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$14.4M +$192K +3,400 +1%
VRS
114
Virginia Retirement Systems
Virginia
$14.4M -$4.59M -81,200 -25%
BNP Paribas Asset Management
115
BNP Paribas Asset Management
France
$14.2M -$785K -13,890 -5%
VCM
116
V3 Capital Management
Texas
$13.9M +$13.3M +235,200 New
BAMCO Inc
117
BAMCO Inc
New York
$13.7M +$13M +230,546 +17,141%
HS
118
Hazelview Securities
Ontario, Canada
$13.7M +$13.5M +238,400 New
WCP
119
Waterfront Capital Partners
New York
$13.5M +$7.4M +130,890 +136%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$12.9M +$443K +7,844 +4%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$12.8M +$5.82K +103 +0%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$12.8M -$768K -13,587 -6%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$12.4M -$2.81M -49,794 -19%
IL
124
Investure LLC
Virginia
$12.3M
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$12.1M -$476K -8,420 -4%

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.