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

Institutional Holders (2017Q2)
Portfolio Summary: 531 Institutional holders with a total value of $22,280,860,523.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Gradient Investments LLC 1 0 0.00%
2 Glassman Wealth Services 3 0 0.00%
3 ASHBURTON (JERSEY) LTD 0 0 0.00%
4 TCI Wealth Advisors, Inc. 18 1,000 0.00%
5 VERSANT CAPITAL MANAGEMENT, INC 22 1,000 0.00%
6 HOWE & RUSLING INC 31 2,000 0.00%
7 JFS WEALTH ADVISORS, LLC 38 3,000 0.00%
8 Baystate Wealth Management LLC 40 3,000 0.00%
9 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 42 3,000 0.00%
10 CITY HOLDING CO 51 3,000 0.00%
11 Alexandria Capital, LLC 38 3,000 0.00%
12 BROWN BROTHERS HARRIMAN & CO 48 3,000 0.00%
13 ADIRONDACK TRUST CO 50 3,000 0.00%
14 LOOMIS SAYLES & CO L P 61 4,000 0.00%
15 RESOURCES INVESTMENT ADVISORS, INC. 54 4,000 0.00%
16 ZIONS BANCORPORATION 62 4,000 0.00%
17 IHT WEALTH MANAGEMENT, LLC 1,469 5,000 0.00%
18 SUTTON WEALTH ADVISORS INC. 89 5,859 0.00%
19 ENTERPRISE FINANCIAL SERVICES CORP 93 6,000 0.00%
20 GLOBAL RETIREMENT PARTNERS, LLC 87 6,000 0.00%
21 Sandy Spring Bank 88 6,000 0.00%
22 CENTRAL TRUST Co 100 7,000 0.00%
23 Plante Moran Financial Advisors, LLC 100 7,000 0.00%
24 Walleye Trading LLC 100 7,000 0.00% Call
25 FARMERS & MERCHANTS INVESTMENTS INC 100 7,000 0.00%
26 TRUST CO OF VERMONT 125 8,000 0.00%
27 FRED ALGER MANAGEMENT, LLC 129 8,000 0.00%
28 FERRIS CAPITAL, LLC 139 9,000 0.00%
29 SRS CAPITAL ADVISORS, INC. 132 9,000 0.00% SH
30 Vantage Investment Advisors, LLC 150 10,000 0.00%
31 Tortoise Investment Management, LLC 150 10,000 0.00%
32 Tarbox Family Office, Inc. 170 11,000 0.00%
33 BARCLAYS PLC 200 13,000 0.00% Call
34 FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 200 13,166 0.00%
35 WEST PACES ADVISORS INC. 218 14,351 0.00%
36 GLEN EAGLE ADVISORS, LLC 227 14,943 0.00%
37 CUTLER GROUP LLC / CA 61,600 15,000 0.00% Call
38 Gemmer Asset Management LLC 231 15,000 0.00%
39 SONORA INVESTMENT MANAGEMENT, LLC 233 15,338 0.00%
40 NEXT Financial Group, Inc 250 16,000 0.00%
41 COCONUT GROVE BANK 265 17,000 0.00%
42 Parkside Financial Bank & Trust 268 18,000 0.00%
43 Parallax Volatility Advisers, L.P. 296 19,000 0.00%
44 LAZARD ASSET MANAGEMENT LLC 289 19,000 0.00%
45 CUTLER GROUP LLC / CA 38,100 19,000 0.00% Put
46 Focused Wealth Management, Inc 298 20,000 0.00%
47 PROFICIO CAPITAL PARTNERS LLC 323 22,000 0.00%
48 BRONFMAN E.L. ROTHSCHILD, L.P. 378 25,000 0.00%
49 QUADRANT CAPITAL GROUP LLC 656 28,000 0.00%
50 PARALLEL ADVISORS, LLC 439 30,000 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.