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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.09B +$21.6M +250,575 +0.4%
BlackRock
2
BlackRock
New York
$3.53B +$124M +1,445,519 +4%
Norges Bank
3
Norges Bank
Norway
$2.73B
State Street
4
State Street
Massachusetts
$2.12B +$142M +1,650,178 +8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.06B -$32.6M -378,970 -2%
AAMU
6
APG Asset Management US
New York
$1.13B +$32M +371,800 +3%
Bank of America
7
Bank of America
North Carolina
$1.05B +$16.6M +193,315 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$644M +$11M +127,759 +2%
Macquarie Group
9
Macquarie Group
Australia
$602M -$81.5M -947,358 -12%
Northern Trust
10
Northern Trust
Illinois
$536M -$24M -279,347 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$521M -$55.5M -644,987 -10%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$519M -$9.94M -115,575 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$500M -$7.84M -91,079 -2%
Legal & General Group
14
Legal & General Group
United Kingdom
$468M -$5.77M -67,057 -1%
RC
15
Resolution Capital
Australia
$422M +$65.7M +763,189 +20%
N
16
Nuveen
North Carolina
$386M -$21.1M -244,973 -5%
CIM
17
Centersquare Investment Management
Pennsylvania
$374M -$23.9M -277,778 -6%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$332M +$118M +1,367,484 +60%
Morgan Stanley
19
Morgan Stanley
New York
$325M +$116M +1,349,047 +60%
UBS AM
20
UBS AM
Illinois
$297M +$13.3M +154,850 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$297M -$6.38M -74,151 -2%
Charles Schwab
22
Charles Schwab
California
$290M +$6.53M +75,936 +2%
Boston Partners
23
Boston Partners
Massachusetts
$288M -$2.07M -24,089 -0.8%
Cohen & Steers
24
Cohen & Steers
New York
$287M +$1.75M +20,316 +0.6%
Invesco
25
Invesco
Georgia
$245M +$3.87M +44,980 +2%