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EQC Liquidating Trust

EQCDelisted Apr 11, 2025
Industry
Real Estate Investment Trusts
SEC CIK
0000803649

EQC Liquidating Trust was delisted on Apr 11, 2025; its insiders filed their last Form 4 on Mar 5, 2025; 146 institutions reported holding it in 13F filings for Q1 2025, worth $155.0M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in EQC Liquidating Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
267
−10 vs. Q1 2021
Shares held
119.7M
+4.60M (+4.0%) vs. Q1 2021
Total value
$3.14B
−$63.6M (−2.0%) vs. Q1 2021
New holders
42
122 more added
Sold out
52
69 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EQC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 267 institutions
Q1 2021: 278 institutionsQ2 2021: 267 institutionsQ3 2021: 255 institutionsQ4 2021: 251 institutionsQ1 2022: 246 institutionsQ2 2022: 240 institutionsQ3 2022: 242 institutionsQ4 2022: 259 institutionsQ1 2023: 252 institutionsQ2 2023: 255 institutionsQ3 2023: 259 institutionsQ4 2023: 270 institutionsQ1 2024: 264 institutionsQ2 2024: 260 institutionsQ3 2024: 258 institutionsQ4 2024: 167 institutionsQ1 2025: 146 institutionsQ2 2025: 2 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $3.14B
Q1 2021: $3.20BQ2 2021: $3.14BQ3 2021: $3.00BQ4 2021: $2.83BQ1 2022: $3.15BQ2 2022: $2.98BQ3 2022: $2.63BQ4 2022: $2.65BQ1 2023: $2.21BQ2 2023: $2.15BQ3 2023: $1.88BQ4 2023: $1.97BQ1 2024: $1.91BQ2 2024: $1.95BQ3 2024: $2.03BQ4 2024: $177.9MQ1 2025: $155.0MQ2 2025: $17.2KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EQC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20252$17.2K
Q1 2025146$155.0M
Q4 2024167$177.9M
Q3 2024258$2.03B
Q2 2024260$1.95B
Q1 2024264$1.91B
Q4 2023270$1.97B
Q3 2023259$1.88B
Q2 2023255$2.15B
Q1 2023252$2.21B
Q4 2022259$2.65B
Q3 2022242$2.63B
Q2 2022240$2.98B
Q1 2022246$3.15B
Q4 2021251$2.83B
Q3 2021255$3.00B
Q2 2021267$3.14B
Q1 2021278$3.20B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q1 2021.

Institutions holding EQC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc18,426,348$482.8M0.01%+452,596+2.5%Added
Nuance Investments, LLC14,389,506$377.0M6.72%+158,690+1.1%Added
BlackRock Inc.12,530,173$328.3M0.01%+3,058,218+32.3%Added
State Street Corp4,843,642$126.9M0.01%+697,241+16.8%Added
FMR LLC4,801,526$125.8M0.01%+848,426+21.5%Added
Price T Rowe Associates Inc3,792,463$99.4M0.01%−2,177,366−36.5%Reduced
Segall Bryant & Hamill, LLC3,622,417$94.9M0.92%+135,365+3.9%Added
Wellington Management Group LLP3,526,647$92.4M0.02%−348,167−9.0%Reduced
Chai Trust Co LLC2,584,300$67.7M5.93%00.0%Unchanged
Geode Capital Management, LLC2,434,549$63.8M0.01%+525,462+27.5%Added
Northern Trust Corp2,280,069$59.7M0.01%+651,554+40.0%Added
Artisan Partners Limited Partnership2,272,328$59.5M0.07%+328,887+16.9%Added
Port Capital LLC2,244,898$58.8M3.06%+255,075+12.8%Added
Burgundy Asset Management Ltd.2,004,020$52.5M0.51%+201,664+11.2%Added
Charles Schwab Investment Management Inc1,832,215$48.0M0.02%+295,207+19.2%Added
Thompson Siegel & Walmsley LLC1,568,914$41.1M0.56%+163,239+11.6%Added
Ariel Investments, LLC1,377,497$36.1M0.34%−146,256−9.6%Reduced
Renaissance Technologies LLC1,286,285$33.7M0.04%+31,300+2.5%Added
Norges Bank1,216,245$31.9M0.01%+16,110+1.3%Added
Bank of New York Mellon Corp1,195,012$31.3M0.01%+85,490+7.7%Added
Brandywine Global Investment Management, LLC1,194,384$31.3M0.23%+541,413+82.9%Added
UBS Asset Management Americas Inc1,133,450$29.7M0.01%+72,139+6.8%Added
Raymond James & Associates1,100,404$28.8M0.03%+311,019+39.4%Added
Dimensional Fund Advisors LP1,073,806$28.1M0.01%−314,318−22.6%Reduced
Russell Investments Group, Ltd.1,056,336$27.7M0.05%+176,908+20.1%Added
Janus Henderson Group PLC1,045,229$27.4M0.01%−26,219−2.4%Reduced
St. James Investment Company, LLC1,024,230$26.8M3.72%+90,966+9.7%Added
Morgan Stanley943,899$24.7M0.00%+244,180+34.9%Added
Parametric Portfolio Associates LLC890,331$23.3M0.01%+79,515+9.8%Added
Jacobs Levy Equity Management, Inc831,518$21.8M0.15%+722,067+659.7%Added
Legal & General Group Plc775,413$20.3M0.01%−24,347−3.0%Reduced
Bank of America Corp769,434$20.2M0.00%+69,847+10.0%Added
Nuveen Asset Management, LLC729,535$19.1M0.01%+497,075+213.8%Added
Ameriprise Financial Inc673,399$17.6M0.01%−30,049−4.3%Reduced
JPMorgan Chase & Co665,674$17.4M0.00%+3,867+0.6%Added
Driehaus Capital Management LLC638,094$16.7M0.22%+197,000+44.7%Added
Royce & Associates LP621,233$16.3M0.11%+71,476+13.0%Added
Tiff Advisory Services Inc556,232$14.6M4.15%00.0%Unchanged
D. E. Shaw & Co., Inc.536,787$14.1M0.02%+125,739+30.6%Added
Macquarie Group Ltd497,646$13.0M0.01%+214,082+75.5%Added
Asset Management One Co.,Ltd.412,444$10.8M0.04%+28,532+7.4%Added
Vestcor Inc394,101$10.3M0.35%−4,858−1.2%Reduced
Nkcfo LLC370,750$9.71M3.26%00.0%Unchanged
Private Management Group Inc355,795$9.32M0.41%−207,763−36.9%Reduced
Goldman Sachs Group Inc347,397$9.10M0.00%+75,665+27.8%Added
New York State Common Retirement Fund328,329$8.60M0.01%+17,582+5.7%Added
Clark Estates Inc325,000$8.52M1.11%+154,500+90.6%Added
Punch & Associates Investment Management, Inc.313,255$8.21M0.46%+79,025+33.7%Added
AQR Capital Management LLC283,637$7.43M0.01%+21,346+8.1%Added
Swiss National Bank268,100$7.02M0.00%−9,600−3.5%Reduced
California Public Employees Retirement System265,101$6.95M0.01%−139,989−34.6%Reduced
Credit Suisse AG262,014$6.89M0.01%−36,961−12.4%Reduced
Voloridge Investment Management, LLC258,193$6.76M0.05%+51,019+24.6%Added
Lee Danner & Bass Inc258,123$6.76M0.61%+26,300+11.3%Added
Deutsche Bank AG253,479$6.64M0.00%+133,942+112.1%Added
Public Employees Retirement System of Ohio224,295$5.88M0.02%+19,467+9.5%Added
Citigroup Inc223,598$5.86M0.01%+29,444+15.2%Added
Western Standard LLC217,767$5.71M3.40%+217,767New
Keating Investment Counselors Inc214,550$5.62M2.58%+17,455+8.9%Added
Alliancebernstein L.P.211,627$5.54M0.00%+95,495+82.2%Added
Mutual of America Capital Management LLC211,506$5.54M0.05%+40,481+23.7%Added
First Trust Advisors LP205,493$5.38M0.01%+55,335+36.9%Added
Barclays PLC203,605$5.33M0.00%−78,713−27.9%Reduced
MYDA Advisors LLC202,000$5.29M1.47%+1,698+0.8%Added
Bragg Financial Advisors, Inc199,426$5.22M0.33%+3,120+1.6%Added
Sumitomo Mitsui Trust Holdings, Inc.173,844$4.55M0.00%−22,305−11.4%Reduced
Rhumbline Advisers168,939$4.43M0.01%−1,153−0.7%Reduced
California State Teachers Retirement System161,687$4.24M0.01%−41,027−20.2%Reduced
Relative Value Partners Group, LLC156,633$4.10M0.32%+37,925+31.9%Added
Wallace Capital Management Inc.147,703$3.87M0.51%+9,840+7.1%Added
Balyasny Asset Management LLC147,474$3.86M0.02%+147,474New
Atria Investments LLC145,018$3.80M0.07%+47,832+49.2%Added
F3Logic, LLC144,341$3.78M0.46%+47,588+49.2%Added
Winton Group Ltd140,510$3.68M0.20%+764+0.5%Added
Qube Research & Technologies Ltd139,959$3.67M0.05%−73,240−34.4%Reduced
Progeny 3, Inc.137,647$3.61M1.25%00.0%Unchanged
Invesco Ltd.137,404$3.60M0.00%−363−0.3%Reduced
Arrowstreet Capital, Limited Partnership137,209$3.60M0.00%+82,709+151.8%Added
AlphaCrest Capital Management LLC136,941$3.59M0.15%+117,372+599.8%Added
BNP Paribas Arbitrage, SA135,763$3.56M0.01%+75,900+126.8%Added
Oppenheimer & Co Inc133,173$3.49M0.06%+133,173New
GW&K Investment Management, LLC127,322$3.34M0.03%00.0%Unchanged
Brandes Investment Partners, LP125,560$3.29M0.07%+8,032+6.8%Added
Dean Investment Associates, LLC125,417$3.29M0.61%+934+0.8%Added
Wells Fargo & Company120,255$3.15M0.00%+24,560+25.7%Added
Mariner, LLC119,675$3.13M0.02%+6,075+5.3%Added
Echo Street Capital Management LLC112,584$2.95M0.02%+112,584New
Menlo Advisors LLC110,285$2.89M1.56%−1,915−1.7%Reduced
Caxton Associates LP108,135$2.83M0.37%+39,294+57.1%Added
HGI Capital Management, LLC106,070$2.78M1.07%+106,070New
Heartland Advisors Inc102,344$2.68M0.16%+34,298+50.4%Added
Advisors Asset Management, Inc.100,015$2.62M0.04%+145+0.1%Added
Canada Pension Plan Investment Board100,000$2.62M0.00%+74,022+284.9%Added
Vident Investment Advisory, LLC98,043$2.57M0.08%−1,060−1.1%Reduced
Envestnet Asset Management Inc97,847$2.56M0.00%+18,257+22.9%Added
Bank of Montreal95,413$2.55M0.00%−180,592−65.4%Reduced
Nomura Asset Management Co Ltd95,500$2.50M0.01%+500+0.5%Added
State of New Jersey Common Pension Fund D90,675$2.38M0.01%+8,517+10.4%Added
Healthcare of Ontario Pension Plan Trust Fund86,098$2.26M0.01%+86,098New
Great West Life Assurance Co85,098$2.23M0.01%−1,275−1.5%Reduced