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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 2022

Institutional positions in EQC Liquidating Trust as of Jun 30, 2022. 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
240
−2 vs. Q1 2022
Shares held
108.4M
−3.12M (−2.8%) vs. Q1 2022
Total value
$2.98B
−$161.7M (−5.1%) vs. Q1 2022
New holders
27
66 more added
Sold out
29
108 more reduced

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 240 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 2022: $2.98B
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 2022

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q1 2022.

Institutions holding EQC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,329,182$477.1M0.01%−761,168−4.2%Reduced
Nuance Investments, LLC11,571,224$318.6M6.33%−2,094,697−15.3%Reduced
Price T Rowe Associates Inc11,102,076$305.6M0.04%−544,940−4.7%Reduced
BlackRock Inc.10,301,138$283.6M0.01%−287,946−2.7%Reduced
FMR LLC5,561,824$153.1M0.02%+101,989+1.9%Added
State Street Corp5,483,418$151.0M0.01%−181,833−3.2%Reduced
Segall Bryant & Hamill, LLC4,408,703$121.4M1.37%+151,276+3.6%Added
Ariel Investments, LLC3,408,036$93.8M0.94%+502,695+17.3%Added
Chai Trust Co LLC2,584,300$71.1M9.54%00.0%Unchanged
Geode Capital Management, LLC2,167,781$59.7M0.01%−50,773−2.3%Reduced
Dimensional Fund Advisors LP1,801,768$49.6M0.02%−2,013−0.1%Reduced
Charles Schwab Investment Management Inc1,557,879$42.9M0.01%−37,608−2.4%Reduced
Northern Trust Corp1,491,930$41.1M0.01%−161,488−9.8%Reduced
Renaissance Technologies LLC1,450,810$39.9M0.05%+71,924+5.2%Added
Victory Capital Management Inc1,447,417$39.8M0.05%+474,738+48.8%Added
Thompson Siegel & Walmsley LLC1,381,496$38.0M0.61%−111,029−7.4%Reduced
Raymond James & Associates1,120,295$30.8M0.03%−60,863−5.2%Reduced
St. James Investment Company, LLC1,063,884$29.3M4.79%+56,679+5.6%Added
JPMorgan Chase & Co1,053,240$29.0M0.00%+427,386+68.3%Added
Burgundy Asset Management Ltd.917,359$25.3M0.32%−1,283,656−58.3%Reduced
Resolution Capital Ltd904,530$24.9M0.37%+904,530New
Norges Bank859,468$23.7M0.01%−39,913−4.4%Reduced
Morgan Stanley745,027$20.5M0.00%+159,907+27.3%Added
Cramer Rosenthal McGlynn LLC739,682$20.4M0.94%−147,468−16.6%Reduced
Legal & General Group Plc711,613$19.6M0.01%−82,960−10.4%Reduced
D. E. Shaw & Co., Inc.706,517$19.4M0.03%−109,019−13.4%Reduced
Jacobs Levy Equity Management, Inc590,196$16.2M0.13%+3,472+0.6%Added
Bank of New York Mellon Corp581,767$16.0M0.00%−60,311−9.4%Reduced
Robeco Institutional Asset Management B.V.572,601$15.8M0.05%+531,351+1,288.1%Added
Barclays PLC567,248$15.6M0.02%+333,265+142.4%Added
Ameriprise Financial Inc560,533$15.1M0.01%+4,235+0.8%Added
UBS Asset Management Americas Inc544,547$15.0M0.01%−44,729−7.6%Reduced
Bank of America Corp531,037$14.6M0.00%+29,692+5.9%Added
California Public Employees Retirement System479,064$13.2M0.01%+262,384+121.1%Added
ArrowMark Colorado Holdings LLC382,603$10.5M0.12%+382,603New
Nuveen Asset Management, LLC377,012$10.4M0.00%−26,231−6.5%Reduced
Nkcfo LLC370,750$10.2M3.59%00.0%Unchanged
Voloridge Investment Management, LLC329,459$9.07M0.05%+26,751+8.8%Added
Punch & Associates Investment Management, Inc.312,699$8.61M0.60%+2,904+0.9%Added
Asset Management One Co.,Ltd.294,459$8.11M0.04%−137,098−31.8%Reduced
Public Employees Retirement System of Ohio285,954$7.87M0.03%−16,582−5.5%Reduced
Swiss National Bank266,300$7.33M0.00%−19,600−6.9%Reduced
Heartland Advisors Inc260,602$7.17M0.50%−9,000−3.3%Reduced
Goldman Sachs Group Inc250,263$6.89M0.00%+46,636+22.9%Added
Bank of Montreal243,816$6.82M0.00%+88,645+57.1%Added
Invesco Ltd.241,787$6.66M0.00%−15,050−5.9%Reduced
TCWP LLC218,893$6.03M1.28%+218,819+295,701.4%Added
Bragg Financial Advisors, Inc207,684$5.72M0.38%+2,193+1.1%Added
Mutual of America Capital Management LLC204,254$5.62M0.07%−3,817−1.8%Reduced
Credit Suisse AG194,788$5.36M0.01%−34,836−15.2%Reduced
Rhumbline Advisers192,295$5.29M0.01%+10,608+5.8%Added
Lee Danner & Bass Inc190,208$5.24M0.53%00.0%Unchanged
Alliancebernstein L.P.187,841$5.17M0.00%−3,231−1.7%Reduced
Algert Global LLC181,818$5.00M0.38%+77,904+75.0%Added
Relative Value Partners Group, LLC182,975$4.90M0.37%−25,646−12.3%Reduced
SEI Investments Co166,248$4.58M0.01%+55,190+49.7%Added
Brandes Investment Partners, LP160,301$4.41M0.11%−2,332−1.4%Reduced
Envestnet Asset Management Inc160,108$4.41M0.00%+21,818+15.8%Added
California State Teachers Retirement System142,585$3.92M0.01%−7,369−4.9%Reduced
Wallace Capital Management Inc.141,447$3.90M0.59%−820−0.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.132,539$3.65M0.00%−15,999−10.8%Reduced
Dean Investment Associates, LLC128,221$3.53M0.69%−3,124−2.4%Reduced
HST Ventures, LLC119,358$3.29M2.21%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.116,091$3.20M0.02%+116,091New
Mariner, LLC115,983$3.19M0.01%−24,102−17.2%Reduced
HighTower Advisors, LLC114,667$3.16M0.01%+38,622+50.8%Added
Amundi114,660$3.15M0.00%+18,188+18.9%Added
GW&K Investment Management, LLC113,532$3.13M0.03%−5,400−4.5%Reduced
Balyasny Asset Management LLC112,310$3.09M0.01%−11,529−9.3%Reduced
Russell Investments Group, Ltd.110,811$3.05M0.01%+16,209+17.1%Added
Brandywine Global Investment Management, LLC105,903$2.92M0.03%−704−0.7%Reduced
AXA S.A.103,275$2.84M0.01%−40,547−28.2%Reduced
AlphaCrest Capital Management LLC103,165$2.84M0.14%+83,291+419.1%Added
Nomura Asset Management Co Ltd101,830$2.80M0.02%+840+0.8%Added
Cubist Systematic Strategies, LLC97,657$2.69M0.02%+76,504+361.7%Added
Great West Life Assurance Co96,208$2.65M0.01%−4,217−4.2%Reduced
Boothbay Fund Management, LLC94,475$2.60M0.09%−4,351−4.4%Reduced
Bridgeway Capital Management, LLC94,400$2.60M0.06%−1,100−1.2%Reduced
Citadel Advisors LLC93,858$2.58M0.00%−238,688−71.8%Reduced
Keating Investment Counselors Inc92,600$2.55M1.08%−16,265−14.9%Reduced
Jump Financial, LLC89,077$2.45M0.11%+81,877+1,137.2%Added
Dean Capital Management88,631$2.44M2.14%−920−1.0%Reduced
UBS Group AG88,394$2.43M0.00%−29,616−25.1%Reduced
Menlo Advisors LLC86,650$2.38M1.58%−1,630−1.8%Reduced
State of New Jersey Common Pension Fund D86,574$2.38M0.01%−6,508−7.0%Reduced
Deutsche Bank AG85,297$2.35M0.00%−12,038−12.4%Reduced
New York State Common Retirement Fund77,328$2.13M0.00%−354−0.5%Reduced
Squarepoint Ops LLC77,010$2.12M0.02%−4,560−5.6%Reduced
SG Americas Securities, LLC77,018$2.12M0.03%+24,500+46.7%Added
Prudential Financial Inc72,273$1.99M0.00%+30,535+73.2%Added
Canvas Wealth Advisors, LLC71,995$1.98M0.80%−25,877−26.4%Reduced
Martingale Asset Management L P70,429$1.94M0.04%+41,223+141.1%Added
ExodusPoint Capital Management, LP69,881$1.92M0.03%+69,881New
Macquarie Group Ltd67,208$1.90M0.00%−12,990−16.2%Reduced
Millennium Management LLC66,485$1.83M0.00%−133,900−66.8%Reduced
Horizon Kinetics Asset Management LLC64,222$1.77M0.04%−300−0.5%Reduced
Citigroup Inc61,475$1.69M0.00%−31,629−34.0%Reduced
Zacks Investment Management59,335$1.63M0.02%+59,335New
MetLife Investment Management57,605$1.59M0.01%00.0%Unchanged
Tevis Investment Management56,387$1.55M1.49%+2,990+5.6%Added