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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, Q4 2021

Institutional positions in EQC Liquidating Trust as of Dec 31, 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
251
−3 vs. Q3 2021
Shares held
109.3M
−6.22M (−5.4%) vs. Q3 2021
Total value
$2.83B
−$167.5M (−5.6%) vs. Q3 2021
New holders
39
82 more added
Sold out
42
96 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 251 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 heldQ4 2021: $2.83B
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, Q4 2021

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q3 2021.

Institutions holding EQC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc18,540,010$480.2M0.01%+91,900+0.5%Added
Nuance Investments, LLC13,757,319$356.3M6.27%−564,258−3.9%Reduced
BlackRock Inc.12,166,659$315.1M0.01%+165,139+1.4%Added
Price T Rowe Associates Inc11,702,390$303.1M0.03%+2,502,566+27.2%Added
State Street Corp5,189,492$134.4M0.01%+285,122+5.8%Added
FMR LLC4,565,835$118.3M0.01%+8,175+0.2%Added
Chai Trust Co LLC2,584,300$66.9M6.89%00.0%Unchanged
Geode Capital Management, LLC2,266,840$58.7M0.01%−61,502−2.6%Reduced
Burgundy Asset Management Ltd.2,217,198$57.4M0.56%+28,630+1.3%Added
Ariel Investments, LLC2,023,638$52.4M0.44%+523,577+34.9%Added
Dimensional Fund Advisors LP1,850,636$47.9M0.01%+64,461+3.6%Added
Northern Trust Corp1,810,937$46.9M0.01%−143,626−7.3%Reduced
Charles Schwab Investment Management Inc1,652,906$42.8M0.01%+25,684+1.6%Added
Thompson Siegel & Walmsley LLC1,483,485$38.4M0.53%−102,227−6.4%Reduced
Raymond James & Associates1,217,786$31.5M0.03%−5,484−0.4%Reduced
Renaissance Technologies LLC1,182,110$30.6M0.04%−20,200−1.7%Reduced
Bank of New York Mellon Corp1,128,337$29.2M0.01%−54,111−4.6%Reduced
St. James Investment Company, LLC1,079,777$28.0M4.03%+106,816+11.0%Added
Norges Bank1,004,648$26.0M0.01%−147,041−12.8%Reduced
Legal & General Group Plc886,075$22.9M0.01%+18,635+2.1%Added
D. E. Shaw & Co., Inc.824,324$21.4M0.03%+92,022+12.6%Added
Victory Capital Management Inc727,944$18.9M0.02%+709,653+3,879.8%Added
Morgan Stanley723,370$18.7M0.00%−182,118−20.1%Reduced
Balyasny Asset Management LLC721,723$18.7M0.08%+153,796+27.1%Added
Jacobs Levy Equity Management, Inc668,408$17.3M0.12%−96,845−12.7%Reduced
JPMorgan Chase & Co661,170$17.1M0.00%+133,530+25.3%Added
UBS Asset Management Americas Inc625,390$16.2M0.01%+65,189+11.6%Added
Bank of America Corp560,879$14.5M0.00%−197,623−26.1%Reduced
Port Capital LLC531,792$13.8M0.85%−1,142,247−68.2%Reduced
Ameriprise Financial Inc539,797$13.7M0.00%+43,267+8.7%Added
Asset Management One Co.,Ltd.464,290$12.2M0.04%+97,959+26.7%Added
Clark Estates Inc425,000$11.0M1.61%00.0%Unchanged
Nuveen Asset Management, LLC395,835$10.3M0.00%−168,395−29.8%Reduced
Nkcfo LLC370,750$9.60M3.08%00.0%Unchanged
Castleview Partners, LLC238,292$9.20M0.08%+238,292New
Goldman Sachs Group Inc351,883$9.11M0.00%−212,981−37.7%Reduced
Voloridge Investment Management, LLC337,240$8.73M0.05%−6,238−1.8%Reduced
Vestcor Inc313,113$8.11M0.29%−83,276−21.0%Reduced
Verition Fund Management LLC302,345$7.83M0.10%+302,345New
Barclays PLC278,467$7.21M0.00%+13,331+5.0%Added
Oppenheimer & Co Inc270,364$7.00M0.12%−3,836−1.4%Reduced
Swiss National Bank269,300$6.97M0.00%00.0%Unchanged
Punch & Associates Investment Management, Inc.269,065$6.97M0.37%−52,000−16.2%Reduced
Credit Suisse AG234,717$6.08M0.00%−1,887−0.8%Reduced
Parametric Portfolio Associates LLC224,922$5.83M0.00%−134,417−37.4%Reduced
California Public Employees Retirement System218,783$5.67M0.00%−42,231−16.2%Reduced
Public Employees Retirement System of Ohio209,926$5.44M0.02%−10,454−4.7%Reduced
Mutual of America Capital Management LLC209,350$5.42M0.05%−1,553−0.7%Reduced
Lee Danner & Bass Inc205,208$5.32M0.45%−4,260−2.0%Reduced
Bragg Financial Advisors, Inc201,647$5.24M0.34%00.0%Unchanged
Relative Value Partners Group, LLC202,149$5.24M0.37%+17,263+9.3%Added
AXA S.A.199,922$5.18M0.01%+167,903+524.4%Added
Alliancebernstein L.P.193,664$5.02M0.00%−8,501−4.2%Reduced
Caxton Associates LP179,777$4.66M0.59%+45,101+33.5%Added
Rhumbline Advisers179,549$4.65M0.01%+7,448+4.3%Added
California State Teachers Retirement System166,346$4.31M0.01%+2,784+1.7%Added
Invesco Ltd.165,884$4.29M0.00%+18,687+12.7%Added
Sumitomo Mitsui Trust Holdings, Inc.165,810$4.29M0.00%−9,698−5.5%Reduced
UBS Group AG161,936$4.19M0.00%+31,900+24.5%Added
Citigroup Inc152,715$3.96M0.00%−22,258−12.7%Reduced
HGI Capital Management, LLC151,135$3.91M1.56%+151,135New
Two Sigma Advisers, LP146,500$3.79M0.01%−24,700−14.4%Reduced
Private Management Group Inc146,411$3.79M0.15%−206,990−58.6%Reduced
Wells Fargo & Company145,119$3.76M0.00%−243,770−62.7%Reduced
Wallace Capital Management Inc.143,647$3.72M0.52%−1,410−1.0%Reduced
Boothbay Fund Management, LLC142,899$3.70M0.12%+100,201+234.7%Added
Mariner, LLC138,972$3.60M0.02%+10,641+8.3%Added
Brandes Investment Partners, LP135,519$3.51M0.08%+1,949+1.5%Added
Dean Investment Associates, LLC132,489$3.43M0.60%+3,836+3.0%Added
Envestnet Asset Management Inc130,918$3.39M0.00%+24,246+22.7%Added
GW&K Investment Management, LLC121,462$3.15M0.03%−6,520−5.1%Reduced
Deutsche Bank AG113,563$2.94M0.00%−165,408−59.3%Reduced
Muhlenkamp & Co Inc112,855$2.92M1.02%−88−0.1%Reduced
Keating Investment Counselors Inc110,355$2.86M1.26%−95,150−46.3%Reduced
SEI Investments Co109,380$2.83M0.01%+27,017+32.8%Added
State of New Jersey Common Pension Fund D107,775$2.79M0.01%+7,438+7.4%Added
Qube Research & Technologies Ltd105,372$2.73M0.02%−89,918−46.0%Reduced
Great West Life Assurance Co102,633$2.65M0.01%+2,087+2.1%Added
Nomura Asset Management Co Ltd101,510$2.63M0.01%+5,010+5.2%Added
Advisors Asset Management, Inc.98,762$2.56M0.04%−934−0.9%Reduced
HST Ventures, LLC97,120$2.52M2.34%+97,120New
Menlo Advisors LLC94,195$2.44M1.21%−15,140−13.8%Reduced
Heartland Advisors Inc91,624$2.37M0.14%+91,624New
Macquarie Group Ltd93,197$2.35M0.00%−60,118−39.2%Reduced
Bank of Montreal89,446$2.34M0.00%−21,527−19.4%Reduced
Dean Capital Management89,551$2.32M1.99%+6,067+7.3%Added
New York State Common Retirement Fund84,566$2.19M0.00%−250.0%Reduced
Atria Investments LLC79,178$2.05M0.04%+1,776+2.3%Added
F3Logic, LLC77,794$2.01M0.23%+1,581+2.1%Added
Holocene Advisors, LP76,687$1.99M0.01%+54,779+250.0%Added
Russell Investments Group, Ltd.75,612$1.96M0.00%−105,187−58.2%Reduced
Citadel Advisors LLC74,755$1.94M0.00%+74,755New
Canvas Wealth Advisors, LLC73,295$1.90M0.68%+3,606+5.2%Added
Amundi70,380$1.86M0.00%+4,653+7.1%Added
Lazard Asset Management LLC70,037$1.81M0.00%−5,775−7.6%Reduced
Brandywine Global Investment Management, LLC67,615$1.75M0.01%−130,447−65.9%Reduced
AlphaCrest Capital Management LLC66,365$1.72M0.06%−13,098−16.5%Reduced
BNP Paribas Arbitrage, SA65,008$1.68M0.00%+7,345+12.7%Added
Horizon Kinetics Asset Management LLC64,633$1.67M0.04%−2,242−3.4%Reduced
American International Group, Inc.62,344$1.61M0.01%−1,865−2.9%Reduced