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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.48B -$26.4M -455,656 -0.8%
BlackRock
2
BlackRock
New York
$2.54B +$48.7M +842,263 +2%
Norges Bank
3
Norges Bank
Norway
$2.14B +$102M +1,764,721 +5%
State Street
4
State Street
Massachusetts
$1.56B +$40.5M +700,564 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.22B +$11M +189,720 +1%
AAMU
6
APG Asset Management US
New York
$709M +$4.15M +71,716 +0.6%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$570M +$29.9M +516,941 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$567M +$140M +2,412,453 +35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$512M +$10.4M +179,281 +2%
Morgan Stanley
10
Morgan Stanley
New York
$486M +$221M +3,811,368 +92%
Macquarie Group
11
Macquarie Group
Australia
$364M -$63.9M -1,103,846 -16%
Legal & General Group
12
Legal & General Group
United Kingdom
$346M +$16.3M +281,911 +5%
CIM
13
Centersquare Investment Management
Pennsylvania
$338M +$17.9M +309,796 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$319M +$610K +10,537 +0.2%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$300M -$17.3M -298,889 -6%
DCP
16
D1 Capital Partners
New York
$271M +$104M +1,789,018 +68%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$264M -$6.16M -106,525 -2%
Northern Trust
18
Northern Trust
Illinois
$262M -$68.3M -1,180,088 -22%
RC
19
Resolution Capital
Australia
$242M -$259M -4,478,529 -53%
Charles Schwab
20
Charles Schwab
California
$235M +$5.62M +97,212 +3%
UBS AM
21
UBS AM
Illinois
$231M +$19.7M +340,083 +10%
Invesco
22
Invesco
Georgia
$228M +$74.1M +1,280,409 +52%
N
23
Nuveen
North Carolina
$174M -$19.9M -344,294 -11%
Principal Financial Group
24
Principal Financial Group
Iowa
$168M +$8.59M +148,392 +6%
Boston Partners
25
Boston Partners
Massachusetts
$159M -$4.29M -74,176 -3%