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Equity Residential

595 hedge funds and large institutions have $27.7B invested in Equity Residential in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

9% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 198

5% more capital invested

Capital invested by funds: $26.4B → $27.7B (+$1.25B)

1% more funds holding

Funds holding: 591595 (+4)

0.33% less ownership

Funds ownership: 91.82%91.49% (-0.33%)

45% less call options, than puts

Call options by funds: $57M | Put options by funds: $104M

Holders
595
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
10.42%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
59
Increased
216
Reduced
198
Closed
45
Calls
$57M
Puts
$104M
Net Calls
-$46.8M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.53B +$8.63M +104,534 +0.2%
BlackRock
2
BlackRock
New York
$3.04B +$43.4M +525,049 +1%
Norges Bank
3
Norges Bank
Norway
$2.44B
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.88B +$78.7M +953,111 +4%
State Street
5
State Street
Massachusetts
$1.76B +$23.4M +282,948 +1%
AAMU
6
APG Asset Management US
New York
$991M -$3.72M -45,000 -0.4%
Bank of America
7
Bank of America
North Carolina
$924M +$64.9M +785,736 +7%
Macquarie Group
8
Macquarie Group
Australia
$615M -$84.3M -1,020,276 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$566M +$10.4M +126,520 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$518M -$37.9M -458,513 -7%
Northern Trust
11
Northern Trust
Illinois
$502M -$9.11M -110,303 -2%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$473M -$13.4M -161,739 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$454M -$7.88M -95,451 -2%
Legal & General Group
14
Legal & General Group
United Kingdom
$424M +$9.73M +117,781 +2%
N
15
Nuveen
North Carolina
$365M -$10.2M -123,460 -3%
CIM
16
Centersquare Investment Management
Pennsylvania
$357M +$25M +302,425 +7%
RC
17
Resolution Capital
Australia
$316M -$67.2M -813,607 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$271M -$5.21M -63,118 -2%
Boston Partners
19
Boston Partners
Massachusetts
$259M +$7.41M +89,751 +3%
Cohen & Steers
20
Cohen & Steers
New York
$255M +$255M +3,088,059 +5,365%
Charles Schwab
21
Charles Schwab
California
$253M +$4.34M +52,503 +2%
UBS AM
22
UBS AM
Illinois
$253M +$2.35M +28,440 +0.9%
Invesco
23
Invesco
Georgia
$215M +$26.2M +317,401 +14%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$213M -$2.14M -25,868 -1%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$186M +$14.5M +176,056 +8%

EQR Hedge Fund Activity: Q3 2021 in Review

595 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2021, worth a combined $27.7B — up 4.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EQR positions and 45 closed out — a net gain of 14 holders — while 216 added to existing stakes and 198 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $255M. The largest seller was Deutsche Bank, cutting an estimated $181M.

  • 595 institutional investors held Equity Residential (EQR) as of Q3 2021, up from 591 in Q2 2021.
  • Funds reported $27.7B of Equity Residential stock for Q3 2021, up 4.7% quarter-over-quarter.
  • 59 funds opened new Equity Residential positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Equity Residential buyer in Q3 2021 was Cohen & Steers, an estimated $255M added.
  • The largest Equity Residential seller in Q3 2021 was Deutsche Bank, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2021.