Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EQUITY RESIDENTIAL (EQR)

667 + Investors. Track Smart Money conviction in EQR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — EQR

Based on 653 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EQR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
653 hedge funds hold EQR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EQR is almost the same as a year ago (+19 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

327 buying320 selling
Last quarter: 327 funds bought or added vs 320 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new EQR position: 91 → 80 → 74 → 89. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 17% medium 13% new
454 out of 653 hedge funds have held EQR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~89 new funds/quarter

74 → 91 → 80 → 74 → 89 new funds/Q
New funds entering each quarter: 91 → 80 → 74 → 89. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 11% 1-2yr 18% new
Of 667 current holders: 474 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
43 of 653 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EQR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EQR

How many hedge funds hold EQR — quarterly history vs. share price
Quarterly hedge fund ownership of EQR vs. share price

Market Analysis: EQR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

91 top-rated funds 4 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EQR
2026 Q1 Stats Unlock in 14 days 667 + Investors

Track Smart Money conviction in EQR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 667 660 1.06%
13F Shares 349M 319M 9.43%
Total Value $20.76B $19.30B 7.53%
New Positions 89 74 +15
Increased Positions 247 286 -39
Closed Positions 82 95 -13
Reduced Positions 266 223 +43
Total Calls 8 9 -11.11%
Total Puts 10 11 -9.09%
PUT/CALL Ratio 1.25 1.22 Bearish

Statistics: EQR

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Institutional Holders (2026 Q1)

667 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EQR. Verified SEC 13F-HR filings.

Top 25 institutional holders of EQR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 3.31% 176,172 $10.4M
2 Aurora Investment Managers, LLC. 2.46% 56,598 $3K
3 Pensionfund PDN 1.85% 54,056 $3K
4 Pensionfund Sabic 1.84% 25,853 $2K
5 Summit Place Financial Advisors, LLC 0.81% 28,662 $1.7M
6 AEW CAPITAL MANAGEMENT L P 0.77% 179,474 $10.6M
7 Consolidated Investment Group LLC 0.52% 81,100 $4.8M
8 LECAP ASSET MANAGEMENT LTD 0.52% 23,374 $1.4M
9 MQS Management LLC 0.51% 12,855 $760K
10 Soltis Investment Advisors LLC 0.49% 130,093 $7.7M
11 TEACHER RETIREMENT SYSTEM OF TEXAS 0.38% 1,550,713 $91.7M
12 BDF-GESTION 0.37% 47,270 $2.8M
13 Vanderbilt University 0.30% 26,604 $1.6M
14 U.S. Capital Wealth Advisors, LLC 0.28% 189,831 $11.2M
15 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 0.26% 8,486 $502K
16 Bull Street Advisors, LLC 0.24% 8,044
17 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.23% 20,115 $1.2M
18 AZZAD ASSET MANAGEMENT INC /ADV 0.23% 39,196 $2.3M
19 Inspire Investing, LLC 0.22% 45,694 $2.7M
20 Naviter Wealth, LLC 0.21% 27,453 $1.6M
21 WINEBRENNER CAPITAL MANAGEMENT LLC 0.19% 5,015 $297K
22 C2C Wealth Management, LLC 0.18% 3,682 $218K
23 Global Wealth Management Investment Advisory, Inc. 0.18% 19,181 $1.1M
24 Marex Group plc 0.15% 82,500 $5.7M
25 State of Alaska, Department of Revenue 0.14% 223,754 $13K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EQUITY RESIDENTIAL (EQR)

What does the Smart Money Trend signal show for EQR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EQR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EQR?

Slight buying edge — 51% buying: Last quarter: 327 funds bought or added vs 320 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EQR holders?

Elite ownership — 61% AUM from top-100 funds: 43 of 653 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EQR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EQR?

70% of holders stayed for 2+ years: 454 out of 653 hedge funds have held EQR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.