We are live on ! Find out more
EQR icon

Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$19.2M +$424K +5,609 +2%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$19.1M +$4.67M +61,782 +33%
Swedbank
103
Swedbank
Sweden
$18.7M
Victory Capital Management
104
Victory Capital Management
Texas
$18.6M -$22.9K -303 -0.1%
Aviva
105
Aviva
United Kingdom
$18.3M -$350K -4,627 -2%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$18.2M -$2.25M -29,779 -11%
BNP Paribas Asset Management
107
BNP Paribas Asset Management
France
$17.7M -$4.05M -53,623 -19%
BAMCO Inc
108
BAMCO Inc
New York
$17.4M +$52.9K +700 +0.3%
AIA
109
Avalon Investment & Advisory
Texas
$17.3M -$2.59M -34,296 -13%
EVM
110
Eaton Vance Management
Massachusetts
$17.1M -$21.1M -279,056 -56%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$16.9M -$820K -10,846 -5%
DSA
112
Davis Selected Advisers
Arizona
$16.1M -$351K -4,640 -2%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$15.9M +$201K +2,654 +1%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$15.5M -$684K -9,049 -4%
SAM
115
Storebrand Asset Management
Norway
$15.5M
First Trust Advisors
116
First Trust Advisors
Illinois
$14.2M +$9.96M +131,752 +250%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$13.9M +$2.44M +32,235 +22%
Marshall Wace
118
Marshall Wace
United Kingdom
$13.3M +$13.1M +172,782 New
VRS
119
Virginia Retirement Systems
Virginia
$12.7M -$3.48M -46,000 -22%
WBC
120
Westpac Banking Corp
Australia
$12.7M +$5.75M +76,116 +86%
RJA
121
Raymond James & Associates
Florida
$12.5M +$179K +2,363 +1%
CWM
122
CIBC World Markets
New York
$12M +$9.36M +123,759 +379%
SAM
123
Securian Asset Management
Minnesota
$11.8M -$1.97M -26,013 -15%
Korea Investment Corp
124
Korea Investment Corp
South Korea
$11.3M -$4.33M -57,300 -28%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$11.1M +$184K +2,432 +2%

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.