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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, Q3 2022

Institutional positions in EQC Liquidating Trust as of Sep 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
242
+4 vs. Q2 2022
Shares held
107.6M
−752.9K (−0.7%) vs. Q2 2022
Total value
$2.63B
−$356.3M (−11.9%) vs. Q2 2022
New holders
31
80 more added
Sold out
27
94 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 242 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 heldQ3 2022: $2.63B
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, Q3 2022

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q2 2022.

Institutions holding EQC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,142,832$417.6M0.01%−186,350−1.1%Reduced
BlackRock Inc.9,966,659$242.8M0.01%−334,479−3.2%Reduced
Nuance Investments, LLC9,743,057$237.3M5.28%−1,828,167−15.8%Reduced
Price T Rowe Associates Inc8,889,489$216.5M0.04%−2,212,587−19.9%Reduced
State Street Corp5,433,336$137.5M0.01%−50,082−0.9%Reduced
Ariel Investments, LLC5,125,117$124.8M1.37%+1,717,081+50.4%Added
FMR LLC4,972,330$121.1M0.01%−589,494−10.6%Reduced
Segall Bryant & Hamill, LLC4,537,261$110.5M1.32%+128,558+2.9%Added
Chai Trust Co LLC2,584,300$63.0M9.37%00.0%Unchanged
Resolution Capital Ltd2,231,407$54.4M0.98%+1,326,877+146.7%Added
Geode Capital Management, LLC2,136,059$52.0M0.01%−31,722−1.5%Reduced
Renaissance Technologies LLC1,876,085$45.7M0.06%+425,275+29.3%Added
Dimensional Fund Advisors LP1,706,883$41.6M0.02%−94,885−5.3%Reduced
Charles Schwab Investment Management Inc1,570,109$38.2M0.01%+12,230+0.8%Added
Northern Trust Corp1,501,257$36.6M0.01%+9,327+0.6%Added
Thompson Siegel & Walmsley LLC1,380,245$33.6M0.58%−1,251−0.1%Reduced
JPMorgan Chase & Co1,106,371$27.0M0.00%+53,131+5.0%Added
St. James Investment Company, LLC1,075,289$26.2M4.21%+11,405+1.1%Added
Cramer Rosenthal McGlynn LLC1,037,091$25.3M1.21%+297,409+40.2%Added
Robeco Institutional Asset Management B.V.931,284$22.7M0.07%+358,683+62.6%Added
Norges Bank914,310$22.3M0.01%+54,842+6.4%Added
Burgundy Asset Management Ltd.894,488$21.8M0.30%−22,871−2.5%Reduced
Raymond James & Associates877,721$21.4M0.02%−242,574−21.7%Reduced
Victory Capital Management Inc876,658$21.4M0.02%−570,759−39.4%Reduced
Morgan Stanley783,625$19.1M0.00%+38,598+5.2%Added
Russell Investments Group, Ltd.762,799$18.6M0.04%+651,988+588.4%Added
California Public Employees Retirement System731,376$17.8M0.02%+252,312+52.7%Added
Ameriprise Financial Inc646,417$15.4M0.01%+85,884+15.3%Added
Bank of New York Mellon Corp590,399$14.4M0.00%+8,632+1.5%Added
D. E. Shaw & Co., Inc.581,521$14.2M0.02%−124,996−17.7%Reduced
Legal & General Group Plc577,557$14.1M0.01%−134,056−18.8%Reduced
Goldman Sachs Group Inc548,056$13.4M0.00%+297,793+119.0%Added
Barclays PLC495,699$12.1M0.01%−71,549−12.6%Reduced
UBS Asset Management Americas Inc481,087$11.7M0.01%−63,460−11.7%Reduced
Jacobs Levy Equity Management, Inc446,012$10.9M0.09%−144,184−24.4%Reduced
Nkcfo LLC431,000$10.5M4.86%+60,250+16.3%Added
Amundi402,712$9.70M0.01%+288,052+251.2%Added
Nuveen Asset Management, LLC366,218$8.92M0.00%−10,794−2.9%Reduced
Voloridge Investment Management, LLC319,370$7.78M0.04%−10,089−3.1%Reduced
Heartland Advisors Inc301,366$7.34M0.55%+40,764+15.6%Added
SEI Investments Co290,756$7.08M0.02%+124,508+74.9%Added
Asset Management One Co.,Ltd.286,738$6.98M0.04%−7,721−2.6%Reduced
Public Employees Retirement System of Ohio271,678$6.62M0.03%−14,276−5.0%Reduced
ArrowMark Colorado Holdings LLC267,434$6.51M0.08%−115,169−30.1%Reduced
Swiss National Bank267,200$6.51M0.00%+900+0.3%Added
Invesco Ltd.249,764$6.08M0.00%+7,977+3.3%Added
Punch & Associates Investment Management, Inc.230,129$5.61M0.39%−82,570−26.4%Reduced
Lee Danner & Bass Inc212,000$5.16M0.55%+21,792+11.5%Added
Bragg Financial Advisors, Inc207,240$5.05M0.35%−444−0.2%Reduced
Mutual of America Capital Management LLC205,921$5.02M0.07%+1,667+0.8%Added
Brandywine Global Investment Management, LLC205,233$5.00M0.05%+99,330+93.8%Added
Rhumbline Advisers201,496$4.91M0.01%+9,201+4.8%Added
Balyasny Asset Management LLC195,240$4.76M0.02%+82,930+73.8%Added
Credit Suisse AG188,552$4.59M0.01%−6,236−3.2%Reduced
Relative Value Partners Group, LLC186,112$4.53M0.37%+3,137+1.7%Added
Envestnet Asset Management Inc180,815$4.41M0.00%+20,707+12.9%Added
Bank of Montreal161,771$4.38M0.00%−82,045−33.7%Reduced
TCWP LLC177,335$4.32M0.92%−41,558−19.0%Reduced
Alliancebernstein L.P.174,729$4.26M0.00%−13,112−7.0%Reduced
Virginia Retirement Systems Et Al157,300$3.83M0.04%+157,300New
Algert Global LLC142,937$3.48M0.21%−38,881−21.4%Reduced
Brandes Investment Partners, LP142,180$3.46M0.09%−18,121−11.3%Reduced
Wallace Capital Management Inc.140,130$3.41M0.57%−1,317−0.9%Reduced
California State Teachers Retirement System139,029$3.39M0.01%−3,556−2.5%Reduced
Dean Investment Associates, LLC138,658$3.38M0.69%+10,437+8.1%Added
Sumitomo Mitsui Trust Holdings, Inc.134,404$3.27M0.00%+1,865+1.4%Added
Millennium Management LLC132,413$3.23M0.00%+65,928+99.2%Added
Citadel Advisors LLC128,418$3.13M0.00%+34,560+36.8%Added
National Bank of Canada125,000$3.04M0.02%+125,000New
Boothbay Fund Management, LLC120,745$2.94M0.10%+26,270+27.8%Added
Nomura Asset Management Co Ltd108,360$2.64M0.02%+6,530+6.4%Added
GW&K Investment Management, LLC108,032$2.63M0.03%−5,500−4.8%Reduced
HighTower Advisors, LLC106,294$2.59M0.01%−8,373−7.3%Reduced
Allspring Global Investments Holdings, LLC101,065$2.46M0.00%+96,226+1,988.6%Added
Great West Life Assurance Co99,306$2.42M0.01%+3,098+3.2%Added
Bridgeway Capital Management, LLC97,400$2.37M0.06%+3,000+3.2%Added
Boston Partners95,802$2.33M0.00%+95,802New
J. Goldman & Co LP93,536$2.28M0.17%+93,536New
Mariner, LLC92,291$2.25M0.01%−23,692−20.4%Reduced
Qube Research & Technologies Ltd87,288$2.13M0.01%+87,288New
State of New Jersey Common Pension Fund D86,574$2.11M0.01%00.0%Unchanged
Menlo Advisors LLC84,295$2.05M1.44%−2,355−2.7%Reduced
Martingale Asset Management L P80,385$1.96M0.04%+9,956+14.1%Added
New York State Common Retirement Fund77,624$1.89M0.00%+296+0.4%Added
HST Ventures, LLC76,132$1.85M1.25%−43,226−36.2%Reduced
Keating Investment Counselors Inc75,755$1.84M0.83%−16,845−18.2%Reduced
HRT Financial LP74,002$1.80M0.02%+66,426+876.8%Added
Zacks Investment Management72,444$1.76M0.03%+13,109+22.1%Added
Squarepoint Ops LLC71,101$1.73M0.02%−5,909−7.7%Reduced
Deutsche Bank AG68,363$1.67M0.00%−16,934−19.9%Reduced
SG Americas Securities, LLC67,094$1.63M0.03%−9,924−12.9%Reduced
Bank of America Corp65,341$1.59M0.00%−465,696−87.7%Reduced
AGF Investments LLC63,582$1.55M0.14%+28,635+81.9%Added
AlphaCrest Capital Management LLC62,683$1.53M0.09%−40,482−39.2%Reduced
BNP Paribas Arbitrage, SA60,275$1.47M0.00%+24,661+69.2%Added
First Trust Advisors LP60,128$1.47M0.00%+5,945+11.0%Added
Horizon Kinetics Asset Management LLC59,388$1.45M0.03%−4,834−7.5%Reduced
Dean Capital Management57,793$1.41M2.11%−30,838−34.8%Reduced
MetLife Investment Management57,605$1.40M0.01%00.0%Unchanged
Tevis Investment Management57,627$1.40M1.37%+1,240+2.2%Added