Equity Residential
591 hedge funds and large institutions have $20.7B invested in Equity Residential in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 228 reducing their positions, and 64 closing their positions.
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
0% less call options, than puts
Call options by funds: $32.6M | Put options by funds: $32.7M
0.49% less ownership
Funds ownership: 93.66% → 93.17% (-0.49%)
9% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 228
3% less funds holding
Funds holding: 610 → 591 (-19)
11% less capital invested
Capital invested by funds: $23.4B → $20.7B (-$2.66B)
20% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$116M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$88.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$84.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$49.4M |
| 5 |
Amundi
Paris,
France
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$251M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$73.7M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$60.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$59.9M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$57.7M |
EQR Hedge Fund Activity: Q3 2023 in Review
591 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2023, worth a combined $20.7B — down 11% from $23.4B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of EQR and 51 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 208 added.
The largest buyer was Fidelity Investments, adding an estimated $116M. The largest seller was JP Morgan Chase, cutting an estimated $251M.
- 591 institutional investors held Equity Residential (EQR) as of Q3 2023, down from 610 in Q2 2023.
- Funds reported $20.7B of Equity Residential stock for Q3 2023, down 11% quarter-over-quarter.
- 51 funds opened new Equity Residential positions in Q3 2023 and 64 closed out, a net change of -13 holders.
- The largest Equity Residential buyer in Q3 2023 was Fidelity Investments, an estimated $116M added.
- The largest Equity Residential seller in Q3 2023 was JP Morgan Chase, an estimated $251M sold.
Based on aggregated 13F filings for Q3 2023.