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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.11B -$4.59M -68,361 -0.1%
BlackRock
2
BlackRock
New York
$2.72B +$152M +2,256,566 +6%
State Street
3
State Street
Massachusetts
$1.42B +$10.7M +159,800 +0.8%
Norges Bank
4
Norges Bank
Norway
$1.25B +$101M +1,500,000 +9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1B -$54.6M -813,205 -5%
AAMU
6
APG Asset Management US
New York
$994M
Macquarie Group
7
Macquarie Group
Australia
$751M -$24.4M -363,383 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$572M -$105M -1,562,520 -15%
Northern Trust
9
Northern Trust
Illinois
$445M +$21.8M +324,960 +5%
Invesco
10
Invesco
Georgia
$439M -$30M -447,275 -6%
Boston Partners
11
Boston Partners
Massachusetts
$427M -$3.86M -57,488 -0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$401M +$33.7M +501,797 +9%
PI
13
PGGM Investments
Netherlands
$397M
Deutsche Bank
14
Deutsche Bank
Germany
$383M -$7.3M -108,703 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$363M -$3.75M -55,894 -1%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$351M -$13M -192,862 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$311M -$70.2M -1,045,349 -18%
Morgan Stanley
18
Morgan Stanley
New York
$294M -$109M -1,628,815 -27%
RC
19
Resolution Capital
Australia
$287M +$53.8M +801,666 +23%
Charles Schwab
20
Charles Schwab
California
$279M +$7.62M +113,464 +3%
Cohen & Steers
21
Cohen & Steers
New York
$278M +$15M +223,374 +6%
LIMS
22
Lasalle Investment Management Securities
Maryland
$240M -$61.3M -912,990 -20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$222M +$11.9M +177,224 +6%
Legal & General Group
24
Legal & General Group
United Kingdom
$220M +$7.6M +113,236 +4%
Goldman Sachs
25
Goldman Sachs
New York
$216M -$140M -2,082,790 -39%