Question 1

Which hedge funds and institutional investors hold EQR?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EQR shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for EQR whale holdings?

Accepted Answer

Conviction level reflects how significant EQR is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to EQR, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for EQR?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about EQR?

Accepted Answer

QoQ changes for EQR show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	24.1M	$1.4B	0.0%	$2896.4B
First Eagle	9.3M	$549.9M	0.9%	$59.0B
American Century	2.8M	$167.5M	0.1%	$194.3B
Geode Capital	1.1M	$67.5M	0.0%	$1607.5B
ClearBridge	603.7K	$35.7M	0.0%	$114.9B
Renaissance Tech	595.4K	$35.2M	0.1%	$63.9B
Adage Capital	558.1K	$33.0M	0.1%	$64.8B
Citadel	491.5K	$29.1M	0.0%	$618.5B
Hudson Bay	273.2K	$16.2M	0.1%	$29.0B
Arrowstreet	254.9K	$15.1M	0.0%	$184.8B
Gotham Asset	213.1K	$12.6M	0.0%	$32.7B
WorldQuant	172.6K	$10.2M	0.0%	$25.9B
Soros Fund	161.3K	$9.5M	0.1%	$9.1B
Baillie Gifford	112.4K	$6.6M	0.0%	$97.9B
Davis Advisors	105.8K	$6.3M	0.0%	$21.8B
DFA	97.3K	$5.8M	0.0%	$481.4B
Wellington	87.8K	$5.2M	0.0%	$535.5B
Citadel	85.2K	$5.0M	0.0%	$618.5B
DE Shaw	52.9K	$3.1M	0.0%	$166.3B
Citadel	44.1K	$2.6M	0.0%	$618.5B
Northern Trust	24.5K	$1.4M	0.0%	$756.6B
Millennium	21.8K	$1.3M	0.0%	$240.3B
Brevan Howard	19.7K	$1.2M	0.0%	$11.3B
Man Group	14.5K	$858K	0.0%	$55.1B
Tudor	9.0K	$532K	0.0%	$53.9B
Bridgewater	8.4K	$499K	0.0%	$22.4B
Caxton	7.2K	$425K	0.0%	$4.4B
Winton	5.7K	$334K	0.0%	$2.9B
Balyasny	5.1K	$304K	0.0%	$77.1B
Franklin Templeton	4.1K	$245K	0.0%	$408.3B
AQR Capital	2.1K	$127K	0.0%	$218.4B
Neuberger Berman (Eisman)	1.8K	$107K	0.0%	$131.4B
Fidelity (FMR)	1.4K	$84K	—	$1898.4B
BlackRock	106	$6K	—	$5723.5B

EQR

Who Holds EQR

Changes This Quarter