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Equity Residential

622 hedge funds and large institutions have $22.5B invested in Equity Residential in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 208

3% more capital invested

Capital invested by funds: $21.8B → $22.5B (+$709M)

0.18% more ownership

Funds ownership: 93.86%94.05% (+0.18%)

6% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 77

2% less funds holding

Funds holding: 634622 (-12)

34% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $30.7M

Holders
622
Holders Change
-12
Holders Change %
-1.89%
% of All Funds
8.96%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
72
Increased
227
Reduced
208
Closed
77
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.6B +$3.19M +52,335 +0.1%
BlackRock
2
BlackRock
New York
$2.53B -$85.9M -1,411,991 -3%
Norges Bank
3
Norges Bank
Norway
$2.21B +$489K +8,032 +0%
State Street
4
State Street
Massachusetts
$1.51B -$90.5M -1,486,695 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B +$23.2M +381,236 +2%
AAMU
6
APG Asset Management US
New York
$713M
JP Morgan Chase
7
JP Morgan Chase
New York
$596M +$11.3M +186,252 +2%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$589M +$831K +13,658 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$544M +$15.4M +253,688 +3%
RC
10
Resolution Capital
Australia
$479M +$221M +3,624,583 +92%
DCP
11
D1 Capital Partners
New York
$437M +$152M +2,490,600 +56%
Macquarie Group
12
Macquarie Group
Australia
$364M -$11.4M -187,210 -3%
Invesco
13
Invesco
Georgia
$361M +$121M +1,987,571 +53%
Legal & General Group
14
Legal & General Group
United Kingdom
$353M -$3.15M -51,738 -0.9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$330M +$1.11M +18,156 +0.3%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$312M +$2.07M +34,000 +0.7%
CIM
17
Centersquare Investment Management
Pennsylvania
$297M -$56.1M -922,162 -17%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$279M +$6.35M +104,282 +2%
Northern Trust
19
Northern Trust
Illinois
$264M -$5.24M -86,138 -2%
Charles Schwab
20
Charles Schwab
California
$246M +$3.69M +60,557 +2%
UBS AM
21
UBS AM
Illinois
$235M -$2.6M -42,737 -1%
Prudential Financial
22
Prudential Financial
New Jersey
$207M +$77.3M +1,269,652 +63%
Morgan Stanley
23
Morgan Stanley
New York
$200M -$291M -4,775,411 -60%
Boston Partners
24
Boston Partners
Massachusetts
$171M +$6.83M +112,270 +4%
N
25
Nuveen
North Carolina
$170M -$9.15M -150,252 -5%

EQR Hedge Fund Activity: Q1 2024 in Review

622 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2024, worth a combined $22.5B — up 3.2% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of EQR and 72 opened new positions — a net loss of 5 holders — while 208 trimmed existing stakes and 227 added.

The largest buyer was Resolution Capital, adding an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $291M.

  • 622 institutional investors held Equity Residential (EQR) as of Q1 2024, down from 634 in Q4 2023.
  • Funds reported $22.5B of Equity Residential stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 72 funds opened new Equity Residential positions in Q1 2024 and 77 closed out, a net change of -5 holders.
  • The largest Equity Residential buyer in Q1 2024 was Resolution Capital, an estimated $221M added.
  • The largest Equity Residential seller in Q1 2024 was Morgan Stanley, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2024.