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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.31B -$136M -1,796,537 -3%
BlackRock
2
BlackRock
New York
$2.85B -$49M -648,530 -2%
Norges Bank
3
Norges Bank
Norway
$2.32B +$47.4M +627,274 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.71B +$248M +3,280,077 +17%
State Street
5
State Street
Massachusetts
$1.66B +$17M +224,796 +1%
AAMU
6
APG Asset Management US
New York
$952M -$33.3M -440,800 -3%
Bank of America
7
Bank of America
North Carolina
$819M +$190M +2,519,818 +31%
Macquarie Group
8
Macquarie Group
Australia
$664M -$112M -1,480,598 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$528M +$11.7M +154,717 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$528M +$103M +1,367,920 +25%
Northern Trust
11
Northern Trust
Illinois
$486M -$24.8M -328,225 -5%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$463M -$4.3M -56,916 -0.9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$439M -$17.4M -229,686 -4%
Legal & General Group
14
Legal & General Group
United Kingdom
$395M -$4.41M -58,335 -1%
RC
15
Resolution Capital
Australia
$363M -$15.3M -202,110 -4%
N
16
Nuveen
North Carolina
$356M +$5.37M +70,972 +2%
CIM
17
Centersquare Investment Management
Pennsylvania
$316M +$47.3M +625,567 +18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$263M -$19.3M -255,361 -7%
Deutsche Bank
19
Deutsche Bank
Germany
$254M -$12.5M -164,777 -5%
Boston Partners
20
Boston Partners
Massachusetts
$240M +$4.61M +60,922 +2%
UBS AM
21
UBS AM
Illinois
$238M -$14.8M -196,289 -6%
Charles Schwab
22
Charles Schwab
California
$237M +$4.02M +53,236 +2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$204M +$23.2M +306,553 +13%
Invesco
24
Invesco
Georgia
$180M -$56M -740,519 -24%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$163M +$70.1M +927,850 +78%

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.