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

Institutional Holders (2016Q4)
Portfolio Summary: 529 Institutional holders with a total value of $22,506,220,262.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TCI Wealth Advisors, Inc. 9 1,000 0.00%
2 ADVANTAGE INVESTMENT MANAGEMENT, LLC 13 1,000 0.00%
3 VERSANT CAPITAL MANAGEMENT, INC 22 1,000 0.00%
4 OMNIA FAMILY WEALTH, LLC 37 2,000 0.00%
5 Evercore Wealth Management, LLC 25 2,000 0.00%
6 CITY HOLDING CO 51 3,000 0.00%
7 ADIRONDACK TRUST CO 50 3,000 0.00%
8 BROWN BROTHERS HARRIMAN & CO 48 3,000 0.00%
9 WELLS FARGO & COMPANY/MN 28,800 3,000 0.00% Put
10 HOWE & RUSLING INC 54 3,000 0.00%
11 SRS CAPITAL ADVISORS, INC. 44 3,000 0.00% SH
12 SUTTON WEALTH ADVISORS INC. 54 3,475 0.00%
13 INDEPENDENT ADVISOR ALLIANCE 61 3,865 0.00%
14 LOOMIS SAYLES & CO L P 61 4,000 0.00%
15 PROFICIO CAPITAL PARTNERS LLC 68 4,000 0.00%
16 KANALY TRUST CO 57 4,000 0.00%
17 COCONUT GROVE BANK 75 5,000 0.00%
18 Plante Moran Financial Advisors, LLC 100 6,000 0.00%
19 GLOBAL RETIREMENT PARTNERS, LLC 87 6,000 0.00%
20 Sandy Spring Bank 88 6,000 0.00%
21 ENTERPRISE FINANCIAL SERVICES CORP 93 6,000 0.00%
22 FARMERS & MERCHANTS INVESTMENTS INC 100 6,000 0.00%
23 TRUST CO OF VERMONT 125 8,000 0.00%
24 Parkside Financial Bank & Trust 145 9,000 0.00%
25 Vantage Investment Advisors, LLC 150 10,000 0.00%
26 GENEOS WEALTH MANAGEMENT INC. 156 10,000 0.00%
27 Gemmer Asset Management LLC 153 10,000 0.00%
28 BRONFMAN E.L. ROTHSCHILD, L.P. 157 10,000 0.00%
29 FRED ALGER MANAGEMENT, LLC 179 12,000 0.00%
30 FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 200 12,872 0.00%
31 Walleye Trading LLC 200 13,000 0.00% Call
32 EARNEST PARTNERS LLC 199 13,000 0.00%
33 Tarbox Family Office, Inc. 224 14,000 0.00%
34 WEST PACES ADVISORS INC. 260 16,734 0.00%
35 PENSERRA CAPITAL MANAGEMENT LLC 279 17,000 0.00%
36 PARALLEL ADVISORS, LLC 266 17,000 0.00%
37 ZIONS BANCORPORATION 284 18,000 0.00%
38 Focused Wealth Management, Inc 298 19,000 0.00%
39 CUTLER GROUP LLC / CA 26,100 21,000 0.00% Call
40 MSI Financial Services Inc 342 22,000 0.00%
41 Tortoise Investment Management, LLC 350 23,000 0.00%
42 CUTLER GROUP LLC / CA 380 24,000 0.00%
43 Community Bank, N.A. 400 26,000 0.00%
44 CUTLER GROUP LLC / CA 9,700 26,000 0.00% Put
45 Korea Investment CORP 431 28,000 0.00%
46 QUADRANT CAPITAL GROUP LLC 518 29,000 0.00%
47 FIRST FINANCIAL CORP /IN/ 500 32,000 0.00%
48 SALEM INVESTMENT COUNSELORS INC 500 32,000 0.00%
49 Montecito Bank & Trust 530 34,000 0.00%
50 IFP ADVISORS, INC 536 34,000 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.