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EQUITY RESIDENTIAL
EQUITY RESIDENTIAL. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 446 Institutional holders with a total value of $20,755,819,191.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WOLVERINE ASSET MANAGEMENT LLC 2 0 0.00% Call
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 B. Riley Wealth Management, Inc. 54 3,000 0.00%
4 ADIRONDACK TRUST CO 50 3,000 0.00%
5 HOWE & RUSLING INC 87 5,000 0.00%
6 SUMMIT SECURITIES GROUP LLC 100 6,000 0.00%
7 ENTERPRISE FINANCIAL SERVICES CORP 118 6,000 0.00%
8 CRAMER ROSENTHAL MCGLYNN LLC 100 6,000 0.00%
9 Tarbox Family Office, Inc. 136 8,000 0.00%
10 Vantage Investment Advisors, LLC 150 9,000 0.00%
11 Apriem Advisors 150 9,000 0.00%
12 NEW ENGLAND SECURITIES CORP /MA/ 150 9,000 0.00%
13 CENTRAL TRUST Co 200 12,000 0.00%
14 Partnervest Advisory Services LLC 291 17,000 0.00%
15 Lehman Financial Resources, Inc. 300 17,000 0.00%
16 Focused Wealth Management, Inc 299 17,000 0.00%
17 CKW FINANCIAL GROUP 324 19,000 0.00%
18 BOSTON PRIVATE BANK & TRUST CO 400 23,000 0.00%
19 Parallax Volatility Advisers, L.P. 400 23,000 0.00% Put
20 SHAPIRO ROBERT N 450 26,000 0.00%
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 450 26,000 0.00%
22 TCI Wealth Advisors, Inc. 459 27,000 0.00%
23 UBS AG 500 29,000 0.00% Put
24 WESTPORT RESOURCES MANAGEMENT INC 500 29,000 0.00%
25 Bartlett & Co. LLC 556 32,000 0.00%
26 Creative Planning 580 34,000 0.00%
27 SYNOVUS FINANCIAL CORP 600 35,000 0.00%
28 Horrell Capital Management, Inc. 600 35,000 0.00%
29 SECURITY NATIONAL TRUST CO 600 35,000 0.00%
30 COMMUNITY FINANCIAL SYSTEM, INC. 600 35,000 0.00%
31 Community Financial Services Group, LLC 620 36,000 0.00%
32 BENJAMIN F. EDWARDS & COMPANY, INC. 638 37,000 0.00%
33 MSI Financial Services Inc 700 41,000 0.00%
34 SeaBridge Investment Advisors LLC 800 46,000 0.00%
35 Index Management Solutions, LLC 808 47,000 0.00%
36 WEALTHFRONT CORP 884 52,000 0.00%
37 Evercore Wealth Management, LLC 950 55,000 0.00%
38 Global X Management CO LLC 966 56,000 0.00%
39 WOLVERINE ASSET MANAGEMENT LLC 1,000 57,000 0.00%
40 Joel Isaacson & Co., LLC 1,000 58,000 0.00%
41 COLONY GROUP LLC 1,104 64,000 0.00%
42 ADVISORY RESEARCH INC 1,178 68,000 0.00%
43 M&T BANK CORP 1,190 69,000 0.00%
44 THOMPSON SIEGEL & WALMSLEY LLC 1,200 70,000 0.00%
45 Cornerstone Advisors, Inc. 1,256 73,000 0.00%
46 ENVESTNET ASSET MANAGEMENT INC 1,525 88,000 0.00%
47 Manchester Capital Management LLC 1,616 94,000 0.00%
48 WASHINGTON TRUST BANK 1,627 94,000 0.00%
49 Advisors Asset Management, Inc. 1,900 110,000 0.00%
50 GUARDIAN LIFE INSURANCE CO OF AMERICA 1,891 110,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.