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Equity Residential

677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $20.3M

56% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 54

14% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 228

7% more capital invested

Capital invested by funds: $24.3B → $26.1B (+$1.76B)

4% more funds holding

Funds holding: 652677 (+25)

0.28% less ownership

Funds ownership: 92.7%92.43% (-0.28%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
677
Holders Change
+25
Holders Change %
+3.83%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
84
Increased
259
Reduced
228
Closed
54
Calls
$36.3M
Puts
$20.3M
Net Calls
+$16M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.15B -$13.4M -184,921 -0.3%
BlackRock
2
BlackRock
New York
$2.91B +$49.3M +682,775 +2%
Norges Bank
3
Norges Bank
Norway
$2.6B -$15.8M -218,823 -0.6%
State Street
4
State Street
Massachusetts
$1.8B +$23.2M +321,002 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.47B -$13.9M -192,115 -1%
AAMU
6
APG Asset Management US
New York
$858M +$2.79M +38,665 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$694M +$9.58M +132,638 +1%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$690M -$2.05M -28,371 -0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$577M +$126M +1,741,840 +29%
Principal Financial Group
10
Principal Financial Group
Iowa
$577M +$42.7M +591,866 +8%
Invesco
11
Invesco
Georgia
$434M -$93.5M -1,294,148 -18%
RC
12
Resolution Capital
Australia
$407M -$171M -2,364,081 -30%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$385M -$4.94M -68,399 -1%
Legal & General Group
14
Legal & General Group
United Kingdom
$384M -$8.46M -117,192 -2%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$376M +$3.27M +45,330 +0.9%
Macquarie Group
16
Macquarie Group
Australia
$366M -$30M -415,238 -8%
CIM
17
Centersquare Investment Management
Pennsylvania
$341M -$11.4M -158,231 -3%
UBS AM
18
UBS AM
Illinois
$317M +$274M +3,789,234 +806%
Northern Trust
19
Northern Trust
Illinois
$315M -$3.44M -47,576 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$303M -$416M -5,766,426 -59%
Charles Schwab
21
Charles Schwab
California
$298M +$9.01M +124,795 +3%
Morgan Stanley
22
Morgan Stanley
New York
$247M -$1.19M -16,458 -0.5%
Boston Partners
23
Boston Partners
Massachusetts
$204M +$3.48M +48,238 +2%
American Century Companies
24
American Century Companies
Missouri
$198M +$34.6M +478,738 +22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$172M -$7.48M -103,527 -4%