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Equity Residential

659 hedge funds and large institutions have $30.5B invested in Equity Residential in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 232 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $53.6M | Put options by funds: $34.2M

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1% more funds holding

Funds holding: 653659 (+6)

0.38% more ownership

Funds ownership: 91.81%92.19% (+0.38%)

2% less capital invested

Capital invested by funds: $31.1B → $30.5B (-$592M)

3% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 238

Holders
659
Holders Change
+6
Holders Change %
+0.92%
% of All Funds
10.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
63
Increased
232
Reduced
238
Closed
49
Calls
$53.6M
Puts
$34.2M
Net Calls
+$19.4M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.19B +$124M +1,408,032 +3%
BlackRock
2
BlackRock
New York
$3.31B -$194M -2,198,737 -6%
Norges Bank
3
Norges Bank
Norway
$2.71B
State Street
4
State Street
Massachusetts
$2.19B +$78.6M +889,805 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.66B -$378M -4,287,291 -19%
Bank of America
6
Bank of America
North Carolina
$1.24B +$193M +2,181,925 +19%
AAMU
7
APG Asset Management US
New York
$1.12B -$7.4M -83,827 -0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$670M +$29M +328,930 +5%
Northern Trust
9
Northern Trust
Illinois
$530M -$2.16M -24,423 -0.4%
JP Morgan Chase
10
JP Morgan Chase
New York
$516M -$1.18M -13,402 -0.2%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$492M -$23.7M -268,260 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$491M -$5.06M -57,343 -1%
RC
13
Resolution Capital
Australia
$476M +$55.2M +624,900 +13%
Legal & General Group
14
Legal & General Group
United Kingdom
$472M +$6.23M +70,557 +1%
CIM
15
Centersquare Investment Management
Pennsylvania
$401M +$28.9M +327,435 +8%
N
16
Nuveen
North Carolina
$393M +$13.6M +154,539 +4%
Morgan Stanley
17
Morgan Stanley
New York
$330M +$6.83M +77,397 +2%
Invesco
18
Invesco
Georgia
$328M +$83.3M +943,870 +35%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$322M -$7.66M -86,716 -2%
Charles Schwab
20
Charles Schwab
California
$299M +$9.92M +112,358 +4%
UBS AM
21
UBS AM
Illinois
$295M -$52.4K -594 -0%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$283M -$11.7M -132,596 -4%
Boston Partners
23
Boston Partners
Massachusetts
$263M -$22.8M -257,920 -8%
Blackstone Inc
24
Blackstone Inc
New York
$254M +$190M +2,157,468 +323%
Prudential Financial
25
Prudential Financial
New Jersey
$213M +$23.8M +269,403 +13%

EQR Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2022, worth a combined $30.5B — down 1.9% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EQR positions and 49 closed out — a net gain of 14 holders — while 232 added to existing stakes and 238 trimmed.

The largest buyer was Bank of America, adding an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $378M.

  • 659 institutional investors held Equity Residential (EQR) as of Q1 2022, up from 653 in Q4 2021.
  • Funds reported $30.5B of Equity Residential stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 63 funds opened new Equity Residential positions in Q1 2022 and 49 closed out, a net change of +14 holders.
  • The largest Equity Residential buyer in Q1 2022 was Bank of America, an estimated $193M added.
  • The largest Equity Residential seller in Q1 2022 was T. Rowe Price Associates, an estimated $378M sold.

Based on aggregated 13F filings for Q1 2022.