Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Equity Residential (EQR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — EQR

Based on 718 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
718 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 (+18 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

349 buying324 selling
Last quarter: 349 funds bought or added vs 324 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.
➡️

Steady new buyers — ~89 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 75 → 92 → 92 → 89. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new
492 out of 718 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

86 → 75 → 92 → 92 → 89 new funds/Q
New funds entering each quarter: 75 → 92 → 92 → 89. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 732 holders: 516 (70%) are 2+ year veterans, 84 entered 1–2 years ago, and 132 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
63 of 714 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — EQR

In 2026 Q2, 349 hedge funds were net buyers of EQR (89 opened a new position, 260 added to an existing one), while 324 reduced or exited (248 trimmed, 76 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in EQR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 718.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 6 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: EQR
2026 Q3 Stats Unlock in 4 days 705 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 705 705 -
13F Shares 365M 356M 2.57%
Total Value $22.96B $19.82B 15.86%
New Positions 87 92 -5
Increased Positions 252 279 -27
Closed Positions 83 73 +10
Reduced Positions 242 231 +11
Total Calls 8 8 -
Total Puts 10 10 -
PUT/CALL Ratio 1.25 1.25 Bearish

Statistics: EQR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

705 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EQR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seven Post Investment Office LP 11.34% 611,908 $37.2M
2 Waterfall Asset Management, LLC 8.65% 220,342 $13.4M
3 Aew Capital Management L P 6.78% 1,738,985 $105.7M
4 Aew Capital Management Inc 6.78% 1,738,985 $105.7M
5 Vert Asset Management LLC 6.49% 361,281 $22.0M
6 Lasalle Investment Management Securities LLC 5.75% 2,504,975 $152.2M
7 APG Asset Management US Inc. 5.30% 11,735,831 $706.1M
8 Hazelview Securities Inc. 4.79% 527,488 $32.1M
9 B&I Capital AG 4.38% 30,220 $1.8M
10 S&G Foundation 3.46% 1,200,000 $72.9M
11 Investure, LLC 2.70% 815,479 $49.5M
12 Centersquare Investment Management LLC 2.40% 4,429,870 $269.2M
13 Duff & Phelps Investment Management Co 2.26% 3,612,462 $219.5M
14 LDR Capital Management LLC 2.10% 28,024 $1.7M
15 Cbre Investment Management Listed Real Assets LLC 2.04% 2,190,765 $133.1M
16 GSI Capital Advisors LLC 1.99% 109,760 $6.7M
17 Uniplan Investment Counsel, Inc. 1.82% 305,385 $18.6M
18 Davis Asset Management, L.P. 1.62% 1,065,000 $64.7M
19 First Eagle Investment Management, LLC 1.23% 12,866,540 $781.8M
20 Advocate Group LLC 1.21% 128,576 $7.8M
21 Klein Pavlis & Peasley Financial, INC. 1.07% 34,911 $2.1M
22 Barrow Hanley Mewhinney & Strauss LLC 1.00% 5,208,465 $316.5M
23 Pacific Heights Asset Management LLC 0.98% 500,000 $30.4M
24 Summit Place Financial Advisors, LLC 0.88% 32,187 $2.0M
25 DoubleLine ETF Adviser LP 0.85% 30,679 $1.9M
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

Stocks with similar institutional ownership

SCCO 769 holdersFE 768 holdersGNRC 767 holdersIJJ 767 holdersKEY 764 holdersSTIP 763 holdersCCI 762 holdersRDVY 761 holdersVICI 760 holdersSPMD 760 holdersEVRG 759 holdersAEE 759 holders All stocks →

Frequently Asked Questions — Equity Residential (EQR)

What does the Smart Money Trend signal show for EQR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, 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 — 52% buying: Last quarter: 349 funds bought or added vs 324 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 — 59% AUM from top-100 funds: 63 of 714 holders are among the 100 largest funds by AUM, controlling 59% 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?

69% of holders stayed for 2+ years: 492 out of 718 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.

Full history →