Equity Commonwealth Ownership | Who Owns Equity Commonwealth?
Equity Commonwealth Ownership Summary
Equity Commonwealth is owned by 94.58% institutional investors, 2.10% insiders, and 3.32% retail investors. Vanguard group is the largest institutional shareholder, holding 15.06% of EQC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.93% of its assets in Equity Commonwealth shares.
EQC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Equity Commonwealth | 94.58% | 2.10% | 3.32% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Office REIT Stocks | 78.89% | 4.14% | 16.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.14M | 15.06% | $313.19M |
| Blackrock | 11.14M | 10.39% | $216.15M |
| Segall bryant & hamill | 3.79M | 3.54% | $73.57M |
| Burgundy asset management | 3.71M | 3.46% | $71.97M |
| Chai trust | 3.50M | 3.27% | $67.93M |
| State street | 3.25M | 3.03% | $63.02M |
| Brown advisory | 2.89M | 2.69% | $56.01M |
| Indaba capital management | 2.70M | 2.52% | $52.38M |
| Geode capital management | 2.67M | 2.49% | $51.87M |
| Jacobs levy equity management | 1.90M | 1.78% | $36.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Indaba capital management | 2.70M | 33.82% | $52.38M |
| Western standard | 737.71K | 14.82% | $14.31M |
| Chai trust | 3.50M | 10.46% | $67.93M |
| Graham capital wealth management | 212.28K | 5.56% | $4.12M |
| St. james investment company | 1.03M | 3.50% | $19.99M |
| Keating investment counselors | 436.71K | 2.72% | $8.47M |
| Worth venture partners | 18.05K | 2.60% | $350.23K |
| Cardinal capital management llc /ct | 327.84K | 1.74% | $6.36M |
| Wallace capital management | 530.25K | 1.48% | $10.29M |
| Segall bryant & hamill | 3.79M | 1.30% | $73.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Indaba capital management | 2.70M | 33.82% | 2.70M |
| Alberta investment management | 1.54M | 0.32% | 1.54M |
| Nuveen asset management | 1.30M | 0.01% | 813.70K |
| Morgan stanley | 1.29M | 0.00% | 449.25K |
| Whitebox advisors | 1.06M | 0.59% | 391.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuance investments | 1.42M | 0.84% | -1.65M |
| Cardinal capital management llc /ct | 327.84K | 1.74% | -1.41M |
| One fin capital management lp | - | - | -1.20M |
| Segall bryant & hamill | 3.79M | 1.30% | -1.15M |
| Land & buildings investment management | - | - | -1.14M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Indaba capital management | 2.70M | 33.82% | 2.70M | $52.38M |
| Alberta investment management | 1.54M | 0.32% | 1.54M | $29.90M |
| Lee danner & bass | 333.50K | 0.50% | 333.50K | $6.47M |
| Irenic capital management lp | 325.67K | 0.77% | 325.67K | $6.32M |
| Manning & napier advisors | 178.49K | 0.04% | 178.49K | $3.46M |
Sold Out
| Holder | Change |
|---|---|
| Carolinas wealth consulting | -26.00 |
| Wetzel investment advisors | -36.00 |
| Montag a & associates | -40.00 |
| Concourse financial group securities | -47.00 |
| Naples money management | -48.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 260 | -0.38% | 101,630,328 | 1.10% | 94 | 1.08% | 125 | -3.10% | 84 | -9.68% |
| Jun 30, 2024 | 257 | -3.02% | 100,335,041 | -0.88% | 93 | 1.05% | 127 | -3.05% | 92 | -8.91% |
| Mar 31, 2024 | 265 | -2.21% | 101,223,733 | -0.94% | 94 | 1.03% | 131 | -3.68% | 101 | 1.00% |
| Dec 31, 2023 | 271 | 5.04% | 102,188,522 | 1.02% | 95 | 1.11% | 136 | -2.86% | 100 | 26.58% |
| Sep 30, 2023 | 258 | 0.78% | 101,160,610 | -4.44% | 92 | 1.00% | 140 | 13.82% | 79 | -15.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 4.22M | 3.93% | -8.09K |
| Vanguard Total Stock Mkt Idx Inv | 3.16M | 2.95% | 5.24K |
| iShares Russell 2000 ETF | 2.67M | 2.49% | -6.01K |
| Vanguard Small Cap Index | 2.56M | 2.39% | 5.00K |
| Vanguard Small Cap Value Index Inv | 1.73M | 1.61% | -596.00 |
| Brown Advisory Small-Cap Fdmtl Val Inv | 1.60M | 1.49% | -14.06K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.55M | 1.44% | -10.09K |
| Fidelity Small Cap Index | 1.09M | 1.02% | -23.92K |
| iShares Russell 2000 Value ETF | 1.00M | 0.94% | - |
| St. James Select Value | 980.91K | 0.91% | -22.36K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2024 | Levy Andrew | SVP & Chief Accounting Officer | Sell | $45.07K |
| Aug 10, 2023 | Shifrin Orrin S | EVP, Gen. Counsel & Secretary | Sell | $963.00K |
| Sep 20, 2022 | Shifrin Orrin S | EVP, Gen. Counsel & Secretary | Sell | $1.35M |
| Mar 23, 2020 | SPECTOR GERALD A | - | Buy | $2.88M |
| May 13, 2019 | MARKMAN ADAM SCOTT | EVP, CFO & Treasurer | Sell | $399.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q3 | - | 1 |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
EQC Ownership FAQ
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