We are live on ! Find out more
EQR icon

Equity Residential

527 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

4% more capital invested

Capital invested by funds: $21.6B → $22.5B (+$893M)

0.06% more ownership

Funds ownership: 92.28%92.34% (+0.06%)

1% less funds holding

Funds holding: 530527 (-3)

8% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $23.3M

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

Holders
527
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
12.05%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
43
Increased
162
Reduced
215
Closed
40
Calls
$21.4M
Puts
$23.3M
Net Calls
-$1.89M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.13B +$7.52M +113,734 +0.2%
BlackRock
2
BlackRock
New York
$2.58B +$55.9M +845,417 +2%
State Street
3
State Street
Massachusetts
$1.41B +$62.6M +945,849 +5%
Norges Bank
4
Norges Bank
Norway
$1.15B
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.06B -$49.1M -742,707 -4%
AAMU
6
APG Asset Management US
New York
$998M -$13.3M -200,507 -1%
Macquarie Group
7
Macquarie Group
Australia
$778M -$6.24M -94,280 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$678M -$28.4M -428,999 -4%
Invesco
9
Invesco
Georgia
$470M +$21.3M +321,942 +5%
Boston Partners
10
Boston Partners
Massachusetts
$433M +$6.69M +101,136 +2%
Northern Trust
11
Northern Trust
Illinois
$425M -$12.4M -187,871 -3%
Morgan Stanley
12
Morgan Stanley
New York
$403M +$59.6M +901,037 +17%
PI
13
PGGM Investments
Netherlands
$398M
Deutsche Bank
14
Deutsche Bank
Germany
$392M +$3.61M +54,531 +0.9%
JP Morgan Chase
15
JP Morgan Chase
New York
$382M +$4.58M +69,262 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$370M +$24.9M +376,988 +7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$368M +$1.19M +17,998 +0.3%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$365M +$67.4M +1,019,268 +23%
Goldman Sachs
19
Goldman Sachs
New York
$355M +$51.8M +782,697 +17%
LIMS
20
Lasalle Investment Management Securities
Maryland
$301M -$71.1M -1,074,976 -19%
Charles Schwab
21
Charles Schwab
California
$272M +$19.5M +294,814 +8%
Cohen & Steers
22
Cohen & Steers
New York
$264M +$38.9M +588,330 +17%
RC
23
Resolution Capital
Australia
$235M -$2.63M -39,746 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$213M -$7.29M -110,203 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$211M -$1.5M -22,700 -0.7%

EQR Hedge Fund Activity: Q3 2018 in Review

527 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2018, worth a combined $22.5B — up 4.1% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EQR positions and 40 closed out — a net gain of 3 holders — while 162 added to existing stakes and 215 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $67.4M. The largest seller was Franklin Resources, cutting an estimated $107M.

  • 527 institutional investors held Equity Residential (EQR) as of Q3 2018, down from 530 in Q2 2018.
  • Funds reported $22.5B of Equity Residential stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 43 funds opened new Equity Residential positions in Q3 2018 and 40 closed out, a net change of +3 holders.
  • The largest Equity Residential buyer in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $67.4M added.
  • The largest Equity Residential seller in Q3 2018 was Franklin Resources, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2018.