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Equity Residential

652 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 264 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $27.9M

35% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 196

8% more capital invested

Capital invested by funds: $22.5B → $24.3B (+$1.81B)

5% more funds holding

Funds holding: 622652 (+30)

1.34% less ownership

Funds ownership: 94.05%92.7% (-1.3%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
652
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
86
Increased
264
Reduced
196
Closed
50
Calls
$37.7M
Puts
$27.9M
Net Calls
+$9.77M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.87B -$72.9M -1,120,733 -2%
BlackRock
2
BlackRock
New York
$2.66B -$111M -1,702,690 -4%
Norges Bank
3
Norges Bank
Norway
$2.44B +$4.18M +64,184 +0.2%
State Street
4
State Street
Massachusetts
$1.64B -$6M -92,168 -0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.39B -$17.9M -274,305 -1%
AAMU
6
APG Asset Management US
New York
$788M -$1.95M -30,000 -0.3%
JP Morgan Chase
7
JP Morgan Chase
New York
$682M +$25.5M +391,520 +4%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$645M -$2.45M -37,574 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$638M +$37.9M +582,610 +7%
RC
10
Resolution Capital
Australia
$543M +$15.6M +239,906 +3%
Principal Financial Group
11
Principal Financial Group
Iowa
$496M +$386M +5,925,177 +482%
Invesco
12
Invesco
Georgia
$494M +$91.1M +1,400,190 +24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$416M +$103M +1,590,332 +36%
Macquarie Group
14
Macquarie Group
Australia
$370M -$28.3M -435,245 -8%
Legal & General Group
15
Legal & General Group
United Kingdom
$366M -$21.2M -325,920 -6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$363M +$386K +5,933 +0.1%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$347M +$3.9M +60,000 +1%
CIM
18
Centersquare Investment Management
Pennsylvania
$329M +$8.77M +134,763 +3%
Northern Trust
19
Northern Trust
Illinois
$297M +$5.61M +86,159 +2%
Charles Schwab
20
Charles Schwab
California
$269M -$973K -14,956 -0.4%
Morgan Stanley
21
Morgan Stanley
New York
$231M +$10.6M +163,379 +5%
Prudential Financial
22
Prudential Financial
New Jersey
$210M -$15.8M -242,898 -7%
Boston Partners
23
Boston Partners
Massachusetts
$187M -$1.26M -19,399 -0.7%
N
24
Nuveen
North Carolina
$171M -$13.9M -214,348 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$167M -$4.08M -62,700 -3%