Position in EQR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$86,878,454
-$6,137,061 QoQ
Shares Held
1,468,782
-0.5% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Derivatives in EQR
reported options exposure · as of Mar 31, 2026CallValue
$1,478,750
CallShares
25,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $612,014,236 across 17 REIT - Residential names. EQR ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
691,452 | $112,948,680 | |
| 2 | EQR |
Equity Residential
This page
|
1,468,782 | $86,878,454 | |
| 3 | SUI |
Sun Communities Inc
|
601,525 | $75,768,086 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,667,764 | $66,293,933 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
439,822 | $53,711,060 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
219,383 | $53,090,686 | |
| 7 | CPT |
Camden Property Trust
|
483,174 | $47,186,772 | |
| 8 | UDR |
UDR, Inc.
|
1,183,338 | $39,973,155 |
All Filings in EQR
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,478,750 | 25,000 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $86,878,454 | 1,468,782 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $93,015,515 | 1,475,500 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $74,014,934 | 1,143,441 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $1,372,276 | 21,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $86,112,646 | 1,275,932 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $105,484,723 | 1,473,662 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $717,600 | 10,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $113,078,974 | 1,575,794 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $117,713,289 | 1,580,893 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $92,086,360 | 1,328,041 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $98,468,827 | 1,560,273 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $87,114,284 | 1,424,367 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,960,914 | 33,400 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $76,503,589 | 1,303,076 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,203,398 | 33,400 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $78,992,741 | 1,197,404 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $73,140,000 | 1,219,000 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $2,004,000 | 33,400 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $88,274,030 | 1,496,170 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $62,817,829 | 934,511 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $65,900,027 | 912,490 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $73,731,792 | 819,971 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $83,173,481 | 919,044 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $79,525,505 | 982,767 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $74,971,666 | 973,658 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $68,440,816 | 955,477 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $63,902,417 | 1,077,976 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $50,269,931 | 979,348 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $51,449,264 | 874,690 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $564,672 | 9,600 | Put | Defined | 2020-08-14 | |
| 2020-03-31 | $2,468,400 | 40,000 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $592,416 | 9,600 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $47,397,846 | 768,074 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||