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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B +$12.9M +168,854 +0.4%
BlackRock
2
BlackRock
New York
$3.16B -$40.7M -533,110 -1%
State Street
3
State Street
Massachusetts
$1.99B +$104M +1,362,572 +6%
Norges Bank
4
Norges Bank
Norway
$1.44B
AAMU
5
APG Asset Management US
New York
$1.11B -$4.93M -64,493 -0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$981M -$88.4M -1,156,970 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$822M +$59.6M +779,806 +8%
Macquarie Group
8
Macquarie Group
Australia
$810M -$38.7M -506,698 -5%
Cohen & Steers
9
Cohen & Steers
New York
$517M +$222M +2,911,036 +75%
Northern Trust
10
Northern Trust
Illinois
$514M -$189K -2,470 -0%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$511M +$31.2M +408,841 +6%
Invesco
12
Invesco
Georgia
$511M +$19.9M +260,355 +4%
Boston Partners
13
Boston Partners
Massachusetts
$423M -$10.5M -137,077 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$421M +$919K +12,035 +0.2%
PI
15
PGGM Investments
Netherlands
$409M -$33.6M -440,000 -8%
Charles Schwab
16
Charles Schwab
California
$347M +$11M +143,855 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$336M -$69M -903,346 -17%
RC
18
Resolution Capital
Australia
$332M -$7.31M -95,718 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$320M +$35.1M +459,000 +12%
CIM
20
Centersquare Investment Management
Pennsylvania
$305M +$10.1M +132,513 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$286M +$1.09M +14,318 +0.4%
N
22
Nuveen
North Carolina
$284M +$184M +2,406,121 +179%
Morgan Stanley
23
Morgan Stanley
New York
$278M -$27.8M -364,298 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$270M +$11.9M +156,072 +5%
Goldman Sachs
25
Goldman Sachs
New York
$266M +$34.1M +445,766 +15%

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.