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Equity Residential

566 hedge funds and large institutions have $30.3B invested in Equity Residential in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 192 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $67M | Put options by funds: $17M

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

15% more capital invested

Capital invested by funds: $26.3B → $30.3B (+$4.05B)

3% more funds holding

Funds holding: 549566 (+17)

1.34% more ownership

Funds ownership: 93.46%94.79% (+1.3%)

4% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 201

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
12.41%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
62
Increased
192
Reduced
201
Closed
43
Calls
$67M
Puts
$17M
Net Calls
+$50M
Net Calls Change
+$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13B -$41.5M -507,478 -1%
BlackRock
2
BlackRock
New York
$3.36B -$217M -2,655,385 -6%
State Street
3
State Street
Massachusetts
$2.24B -$19.9M -242,858 -0.9%
Norges Bank
4
Norges Bank
Norway
$1.76B +$122M +1,487,943 +8%
AAMU
5
APG Asset Management US
New York
$1.23B -$22.5M -275,000 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.04B -$74.3M -908,397 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.03B +$95.2M +1,163,608 +11%
Cohen & Steers
8
Cohen & Steers
New York
$982M +$374M +4,573,028 +67%
Macquarie Group
9
Macquarie Group
Australia
$862M -$55.2M -675,392 -6%
Northern Trust
10
Northern Trust
Illinois
$588M +$3.83M +46,857 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$568M -$11.9M -145,954 -2%
Boston Partners
12
Boston Partners
Massachusetts
$490M +$9.39M +114,756 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$479M +$78K +954 +0%
PI
14
PGGM Investments
Netherlands
$464M
Invesco
15
Invesco
Georgia
$452M -$122M -1,491,132 -22%
RC
16
Resolution Capital
Australia
$414M +$34.5M +421,500 +10%
CIM
17
Centersquare Investment Management
Pennsylvania
$412M +$62.1M +759,014 +19%
JP Morgan Chase
18
JP Morgan Chase
New York
$400M +$69.4M +848,817 +22%
Charles Schwab
19
Charles Schwab
California
$380M -$13.5M -164,750 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$372M +$7.46M +91,191 +2%
Morgan Stanley
21
Morgan Stanley
New York
$336M +$19.3M +235,898 +6%
Goldman Sachs
22
Goldman Sachs
New York
$332M +$27.4M +334,753 +10%
Deutsche Bank
23
Deutsche Bank
Germany
$318M -$60M -733,923 -17%
N
24
Nuveen
North Carolina
$309M -$13.1M -160,033 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$304M -$2.85M -34,801 -1%

EQR Hedge Fund Activity: Q3 2019 in Review

566 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2019, worth a combined $30.3B — up 15% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQR positions and 43 closed out — a net gain of 19 holders — while 192 added to existing stakes and 201 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $374M. The largest seller was BlackRock, cutting an estimated $217M.

  • 566 institutional investors held Equity Residential (EQR) as of Q3 2019, up from 549 in Q2 2019.
  • Funds reported $30.3B of Equity Residential stock for Q3 2019, up 15% quarter-over-quarter.
  • 62 funds opened new Equity Residential positions in Q3 2019 and 43 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q3 2019 was Cohen & Steers, an estimated $374M added.
  • The largest Equity Residential seller in Q3 2019 was BlackRock, an estimated $217M sold.

Based on aggregated 13F filings for Q3 2019.