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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
Natixis Advisors
201
Natixis Advisors
Massachusetts
$3.51M +$345K +4,566 +11%
MOACM
202
Mutual of America Capital Management
New York
$3.46M +$41.4K +547 +1%
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.42M -$1.49M -19,653 -31%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$3.37M -$122K -1,614 -4%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.32M +$17.5K +231 +0.5%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$3.31M +$405K +5,356 +14%
Stifel Financial
207
Stifel Financial
Missouri
$3.2M +$125K +1,660 +4%
LPL Financial
208
LPL Financial
California
$3.19M +$213K +2,817 +7%
O
209
Ossiam
France
$3.11M +$1.64M +21,740 +143%
RVPG
210
Relative Value Partners Group
$3.02M -$70.3K -930 -2%
Ensign Peak Advisors
211
Ensign Peak Advisors
Utah
$3M -$4.38M -57,930 -60%
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
$3M -$21.3M -282,061 -88%
RIM
213
Redpoint Investment Management
Australia
$3M +$23.3K +308 +0.8%
SG Americas Securities
214
SG Americas Securities
New York
$2.99M -$2.5M -33,116 -46%
PHS
215
Pekin Hardy Strauss
Illinois
$2.84M -$682K -9,016 -20%
Nordea Investment Management
216
Nordea Investment Management
Sweden
$2.83M -$586K -7,756 -17%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$2.79M -$88.4K -1,170 -3%
MNBTD
218
Moody National Bank Trust Division
Texas
$2.72M -$5.29K -70 -0.2%
CM
219
Churchill Management
California
$2.71M -$21.1K -279 -0.8%
NB
220
Norinchukin Bank
Japan
$2.66M +$29.2K +386 +1%
ECM
221
ExodusPoint Capital Management
New York
$2.66M +$2.61M +34,508 New
PS
222
Pensionfund Sabic
Netherlands
$2.57M
II
223
Inspire Investing
Idaho
$2.55M +$168K +2,224 +7%
ECM
224
Evergreen Capital Management
Washington
$2.51M +$86.9K +1,150 +4%
AIM
225
Aurora Investment Managers
Florida
$2.5M -$5.14K -68 -0.2%

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.