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This page summarizes the EQR holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EQR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EQR Share Count |
|---|
| Prestige Wealth Management Group LLC |
6 |
4,166 |
+4,160 |
+69333.33% |
| Capital Advisors Ltd. LLC |
2 |
10 |
+8 |
+400.00% |
| Vanderbilt University |
10,352 |
37,365 |
+27,013 |
+260.94% |
| LVW Advisors LLC |
3,670 |
6,156 |
+2,486 |
+67.74% |
| Wealthfront Advisers LLC |
16,277 |
26,710 |
+10,433 |
+64.10% |
| NBC Securities Inc. |
196 |
301 |
+105 |
+53.57% |
| Dakota Wealth Management |
27,072 |
40,920 |
+13,848 |
+51.15% |
| Valley National Advisers Inc. |
35 |
50 |
+15 |
+42.86% |
| Sound Income Strategies LLC |
101 |
142 |
+41 |
+40.59% |
| Park Avenue Securities LLC |
4,540 |
6,106 |
+1,566 |
+34.49% |
| Venturi Wealth Management LLC |
36 |
47 |
+11 |
+30.56% |
| Pensionfund Sabic |
25,853 |
32,853 |
+7,000 |
+27.08% |
| Naviter Wealth LLC |
17,872 |
22,473 |
+4,601 |
+25.74% |
| Raymond James & Associates |
148,067 |
184,565 |
+36,498 |
+24.65% |
| Aurora Investment Managers LLC. |
37,741 |
46,261 |
+8,520 |
+22.57% |
| TAP Consulting LLC |
47,342 |
55,517 |
+8,175 |
+17.27% |
| Veriti Management LLC |
7,882 |
9,211 |
+1,329 |
+16.86% |
| Allworth Financial LP |
488 |
555 |
+67 |
+13.73% |
| Global Retirement Partners LLC |
333 |
378 |
+45 |
+13.51% |
| Carmel Capital Partners LLC |
5,267 |
5,886 |
+619 |
+11.75% |
| Pensionfund DSM Netherlands |
60,556 |
67,556 |
+7,000 |
+11.56% |
| GAMMA Investing LLC |
3,455 |
3,809 |
+354 |
+10.25% |
| Aspire Private Capital LLC |
10 |
11 |
+1 |
+10.00% |
| Presima Inc. |
35,354 |
38,765 |
+3,411 |
+9.65% |
| Vert Asset Management LLC |
138,553 |
149,842 |
+11,289 |
+8.15% |
| JJJ Advisors Inc. |
248 |
267 |
+19 |
+7.66% |
| Fifth Third Bancorp |
5,672 |
6,077 |
+405 |
+7.14% |
| Sarasin & Partners LLP |
76,277 |
80,079 |
+3,802 |
+4.98% |
| Spire Wealth Management |
360 |
377 |
+17 |
+4.72% |
| Raymond James Trust N.A. |
5,469 |
5,725 |
+256 |
+4.68% |
| CWM LLC |
2,546 |
2,660 |
+114 |
+4.48% |
| MV Capital Management Inc. |
170 |
175 |
+5 |
+2.94% |
| UMB Bank N A MO |
209 |
214 |
+5 |
+2.39% |
| AdvisorNet Financial Inc |
557 |
567 |
+10 |
+1.80% |
| Zurcher Kantonalbank Zurich Cantonalbank |
209,111 |
212,734 |
+3,623 |
+1.73% |
| Seven Post Investment Office LP |
300,061 |
303,239 |
+3,178 |
+1.06% |
| Pasadena Private Wealth LLC |
3,930 |
3,960 |
+30 |
+0.76% |
| First Affirmative Financial Network |
6,166 |
6,211 |
+45 |
+0.73% |
| DekaBank Deutsche Girozentrale |
149,518 |
150,186 |
+668 |
+0.45% |
| Czech National Bank |
60,520 |
60,730 |
+210 |
+0.35% |
| Brown Advisory Inc. |
10,476 |
10,491 |
+15 |
+0.14% |
| Chicago Partners Investment Group LLC |
13,864 |
13,868 |
+4 |
+0.03% |
| 13F Filers Reporting New Positions In EQR |
|---|
| YHB Investment Advisors Inc. |
0 |
255 |
+255 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
5,550 |
+5,550 |
+100% |
| Diversified Trust Co |
0 |
11,688 |
+11,688 |
+100% |
| Mather Group LLC. |
0 |
160 |
+160 |
+100% |
| Iron Financial LLC |
0 |
10,780 |
+10,780 |
+100% |
| Checchi Capital Advisers LLC |
0 |
3,369 |
+3,369 |
+100% |
| Manning & Napier Group LLC |
0 |
88,021 |
+88,021 |
+100% |
| Independence Bank of Kentucky |
0 |
200 |
+200 |
+100% |
| Acorn Wealth Advisors LLC |
0 |
3,228 |
+3,228 |
+100% |
| Red Tortoise LLC |
0 |
60 |
+60 |
+100% |
| Park Place Capital Corp |
0 |
28 |
+28 |
+100% |
| PFG Investments LLC |
0 |
5,268 |
+5,268 |
+100% |
| ZRC Wealth Management LLC |
0 |
1,689 |
+1,689 |
+100% |
| Norden Group LLC |
0 |
6,564 |
+6,564 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
400 |
400 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
8,000 |
8,000 |
UNCH |
0.00% |
| Conning Inc. |
39,707 |
39,707 |
UNCH |
0.00% |
| Wendell David Associates Inc. |
5,300 |
5,300 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
500 |
500 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
350 |
350 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
6,409 |
6,409 |
UNCH |
0.00% |
| Optimum Investment Advisors |
2,000 |
2,000 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
30,715 |
30,715 |
UNCH |
0.00% |
| Adirondack Trust Co. |
50 |
50 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
100 |
100 |
UNCH |
0.00% |
| Moody National Bank Trust Division |
5,000 |
5,000 |
UNCH |
0.00% |
| Los Angeles Capital Management & Equity Research Inc. |
3,715 |
3,715 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
228 |
228 |
UNCH |
0.00% |
| Private Trust Co. NA |
41 |
41 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
6,134 |
6,134 |
UNCH |
0.00% |
| Phocas Financial Corp. |
13,436 |
13,436 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
3,127 |
3,127 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
200 |
200 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,200 |
1,200 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,155 |
1,155 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
28 |
28 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
270 |
270 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
29,799 |
29,799 |
UNCH |
0.00% |
| Private Ocean LLC |
250 |
250 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
55 |
55 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
111 |
111 |
UNCH |
0.00% |
| Legacy Bridge LLC |
738 |
738 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
67,700 |
67,700 |
UNCH |
0.00% |
| Oak Asset Management LLC |
4,359 |
4,359 |
UNCH |
0.00% |
| Versant Capital Management Inc |
52 |
52 |
UNCH |
0.00% |
| West Branch Capital LLC |
600 |
600 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
28,479 |
28,479 |
UNCH |
0.00% |
| CVA Family Office LLC |
10 |
10 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
160 |
160 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
233 |
233 |
UNCH |
0.00% |
| Rye Brook Capital LLC |
50,050 |
50,050 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1 |
1 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
3,516 |
3,516 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
32 |
32 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
140 |
140 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
454 |
454 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
890 |
890 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
535 |
535 |
UNCH |
0.00% |
| Planning Capital Management Corp |
32 |
32 |
UNCH |
0.00% |
| 13F Filers Decreasing EQR Share Count |
|---|
| Baldwin Brothers Inc. MA |
1,145 |
220 |
-925 |
-80.79% |
| Robeco Institutional Asset Management B.V. |
238,760 |
56,344 |
-182,416 |
-76.40% |
| Allspring Global Investments Holdings LLC |
43,464 |
16,675 |
-26,789 |
-61.63% |
| Kingswood Wealth Advisors LLC |
15,721 |
9,467 |
-6,254 |
-39.78% |
| Gradient Investments LLC |
51 |
32 |
-19 |
-37.25% |
| Lindbrook Capital LLC |
716 |
514 |
-202 |
-28.21% |
| Azzad Asset Management Inc. ADV |
41,717 |
30,219 |
-11,498 |
-27.56% |
| DNB Asset Management AS |
75,783 |
58,226 |
-17,557 |
-23.17% |
| Raymond James Financial Services Advisors Inc. |
12,596 |
10,023 |
-2,573 |
-20.43% |
| Cambridge Investment Research Advisors Inc. |
6,252 |
5,004 |
-1,248 |
-19.96% |
| Natixis Advisors L.P. |
70,288 |
57,620 |
-12,668 |
-18.02% |
| Amalgamated Bank |
87,524 |
73,021 |
-14,503 |
-16.57% |
| SYSTM Wealth Solutions LLC |
1,169 |
983 |
-186 |
-15.91% |
| Massmutual Trust Co. FSB ADV |
439 |
370 |
-69 |
-15.72% |
| Simplex Trading LLC |
19,689 |
17,870 |
-1,819 |
-9.24% |
| Timbercreek Investment Management Inc. |
339,633 |
311,933 |
-27,700 |
-8.16% |
| Wynn Capital LLC |
4,688 |
4,362 |
-326 |
-6.95% |
| Securian Asset Management Inc |
21,806 |
20,311 |
-1,495 |
-6.86% |
| Successful Portfolios LLC |
3,580 |
3,374 |
-206 |
-5.75% |
| Sumitomo Life Insurance Co. |
8,177 |
7,744 |
-433 |
-5.30% |
| New York State Teachers Retirement System |
347,567 |
330,340 |
-17,227 |
-4.96% |
| Hartford Investment Management Co. |
23,232 |
22,263 |
-969 |
-4.17% |
| Bank of New York Mellon Corp |
2,581,296 |
2,473,814 |
-107,482 |
-4.16% |
| State of Alaska Department of Revenue |
260,191 |
250,021 |
-10,170 |
-3.91% |
| Louisiana State Employees Retirement System |
20,900 |
20,100 |
-800 |
-3.83% |
| Cigna Investments Inc. New |
3,955 |
3,854 |
-101 |
-2.55% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
90,866 |
88,766 |
-2,100 |
-2.31% |
| New Mexico Educational Retirement Board |
17,788 |
17,388 |
-400 |
-2.25% |
| Firethorn Wealth Partners LLC |
3,963 |
3,888 |
-75 |
-1.89% |
| Jamison Private Wealth Management Inc. |
15,337 |
15,093 |
-244 |
-1.59% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,220,481 |
1,201,321 |
-19,160 |
-1.57% |
| Yousif Capital Management LLC |
59,535 |
58,641 |
-894 |
-1.50% |
| Exchange Traded Concepts LLC |
7,832 |
7,728 |
-104 |
-1.33% |
| Wealth Enhancement Advisory Services LLC |
19,524 |
19,392 |
-132 |
-0.68% |
| Kinneret Advisory LLC |
8,241 |
8,215 |
-26 |
-0.32% |
| State of Michigan Retirement System |
99,725 |
99,625 |
-100 |
-0.10% |
| 13F Filers Exiting EQR |
|---|
| Arlington Trust Co LLC |
47 |
0 |
-47 |
-100.00% |
| Pallas Capital Advisors LLC |
18,152 |
0 |
-18,152 |
-100.00% |
| Planned Solutions Inc. |
1,000 |
0 |
-1,000 |
-100.00% |
| Tennessee Valley Asset Management Partners |
51 |
0 |
-51 |
-100.00% |
| International Assets Investment Management LLC |
25,793 |
0 |
-25,793 |
-100.00% |
| Perpetual Ltd |
5,589 |
0 |
-5,589 |
-100.00% |
| Assenagon Asset Management S.A. |
3,424 |
0 |
-3,424 |
-100.00% |
| Cutler Group LP |
604 |
0 |
-604 |
-100.00% |
| IMC Chicago LLC |
11,164 |
0 |
-11,164 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
140,000 |
0 |
-140,000 |
-100.00% |
| Gateway Investment Advisers LLC |
4,715 |
0 |
-4,715 |
-100.00% |
| Tompkins Financial Corp |
1,600 |
0 |
-1,600 |
-100.00% |
| Pinnacle Associates Ltd. |
53,183 |
0 |
-53,183 |
-100.00% |
See Summary: Institutional Holders of EQR
See Details: Top 10 Hedge Funds Holding EQR
Also See: EQR Insider Buying
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