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

Institutional Holders (2014Q2)
Portfolio Summary: 446 Institutional holders with a total value of $22,430,103,233.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Gerstein Fisher 17,539 0 0.00%
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 WOLVERINE ASSET MANAGEMENT LLC 2 1,000 0.00% Call
4 KANALY TRUST CO 28 2,000 0.00%
5 ADIRONDACK TRUST CO 50 3,000 0.00%
6 B. Riley Wealth Management, Inc. 55 3,000 0.00%
7 WOLVERINE ASSET MANAGEMENT LLC 10 5,000 0.00% Put
8 HOWE & RUSLING INC 85 5,000 0.00%
9 SIGNATUREFD, LLC 80 5,000 0.00%
10 Walleye Trading LLC 100 6,000 0.00% Put
11 CRAMER ROSENTHAL MCGLYNN LLC 100 6,000 0.00%
12 PRIVATE TRUST CO NA 102 6,000 0.00%
13 Tarbox Family Office, Inc. 116 7,000 0.00%
14 Sandy Spring Bank 127 8,000 0.00%
15 ENTERPRISE FINANCIAL SERVICES CORP 118 8,000 0.00%
16 Apriem Advisors 150 9,000 0.00%
17 Vantage Investment Advisors, LLC 150 9,000 0.00%
18 Plante Moran Financial Advisors, LLC 158 10,000 0.00%
19 WFG Advisors, LP 197 12,000 0.00%
20 CENTRAL TRUST Co 200 13,000 0.00%
21 Community Financial Services Group, LLC 235 15,000 0.00%
22 Partnervest Advisory Services LLC 261 16,000 0.00%
23 Lehman Financial Resources, Inc. 300 19,000 0.00%
24 Jefferies Group LLC 300 19,000 0.00%
25 Focused Wealth Management, Inc 299 19,000 0.00%
26 Index Management Solutions, LLC 370 23,000 0.00%
27 Ground Swell Capital, LLC 376 24,000 0.00%
28 BOSTON PRIVATE BANK & TRUST CO 400 25,000 0.00%
29 ATWOOD & PALMER INC 419 26,000 0.00%
30 SHAPIRO ROBERT N 450 29,000 0.00%
31 TCI Wealth Advisors, Inc. 459 29,000 0.00%
32 WESTPORT RESOURCES MANAGEMENT INC 500 32,000 0.00%
33 MSI Financial Services Inc 550 35,000 0.00%
34 Bartlett & Co. LLC 556 35,000 0.00%
35 Independent Portfolio Consultants, Inc. 590 37,000 0.00%
36 SYNOVUS FINANCIAL CORP 600 38,000 0.00%
37 COMMUNITY FINANCIAL SYSTEM, INC. 600 38,000 0.00%
38 Spot Trading L.L.C 600 38,000 0.00% Call
39 SECURITY NATIONAL TRUST CO 600 38,000 0.00%
40 Horrell Capital Management, Inc. 600 38,000 0.00%
41 BENJAMIN F. EDWARDS & COMPANY, INC. 638 40,000 0.00%
42 UBS AG 700 44,000 0.00% Call
43 SeaBridge Investment Advisors LLC 800 50,000 0.00%
44 WOLVERINE ASSET MANAGEMENT LLC 800 50,000 0.00%
45 BESSEMER GROUP INC 800 50,000 0.00%
46 Global X Management CO LLC 966 61,000 0.00%
47 Parallax Volatility Advisers, L.P. 1,000 63,000 0.00% Put
48 Joel Isaacson & Co., LLC 1,000 63,000 0.00%
49 Creative Planning 1,024 65,000 0.00%
50 UBS AG 1,100 69,000 0.00% Put
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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.