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 2022
Institutional positions in EQC Liquidating Trust as of Dec 31, 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
- 259
- +21 vs. Q3 2022
- Shares held
- 105.9M
- −1.59M (−1.5%) vs. Q3 2022
- Total value
- $2.65B
- +$20.8M (+0.8%) vs. Q3 2022
- New holders
- 44
- 103 more added
- Sold out
- 23
- 80 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 2 | $17.2K |
| Q1 2025 | 146 | $155.0M |
| Q4 2024 | 167 | $177.9M |
| Q3 2024 | 258 | $2.03B |
| Q2 2024 | 260 | $1.95B |
| Q1 2024 | 264 | $1.91B |
| Q4 2023 | 270 | $1.97B |
| Q3 2023 | 259 | $1.88B |
| Q2 2023 | 255 | $2.15B |
| Q1 2023 | 252 | $2.21B |
| Q4 2022 | 259 | $2.65B |
| Q3 2022 | 242 | $2.63B |
| Q2 2022 | 240 | $2.98B |
| Q1 2022 | 246 | $3.15B |
| Q4 2021 | 251 | $2.83B |
| Q3 2021 | 255 | $3.00B |
| Q2 2021 | 267 | $3.14B |
| Q1 2021 | 278 | $3.20B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 5,213 | $130.2K | 0.01% | +5,213 | New |
| State of Wyoming | 4,817 | $120.3K | 0.04% | +4,817 | New |
| Convergence Investment Partners, LLC | 4,658 | $116.3K | 0.07% | +4,658 | New |
| Ancora Advisors, LLC | 4,650 | $116.0K | 0.00% | −4,050−46.6% | Reduced |
| Franklin Resources Inc | 4,335 | $108.2K | 0.00% | +51+1.2% | Added |
| AdvisorNet Financial, Inc | 3,500 | $87.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 3,390 | $84.6K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 3,155 | $79.0K | 0.00% | −610−16.2% | Reduced |
| Castleview Partners, LLC | 2,870 | $71.7K | 0.07% | −60−2.0% | Reduced |
| US Bancorp | 2,808 | $70.1K | 0.00% | +461+19.6% | Added |
| Parallel Advisors, LLC | 2,607 | $65.1K | 0.00% | −1,197−31.5% | Reduced |
| Madden Securities Corp | 2,575 | $64.3K | 0.03% | +2,575 | New |
| Neo Ivy Capital Management | 2,538 | $63.0K | 0.04% | +2,524+18,028.6% | Added |
| Rockefeller Capital Management L.P. | 2,404 | $59.0K | 0.00% | +643+36.5% | Added |
| Advisory Services Network, LLC | 1,906 | $47.6K | 0.00% | +1,906 | New |
| FinTrust Capital Advisors, LLC | 1,658 | $41.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,557 | $38.9K | 0.00% | −380−19.6% | Reduced |
| Ellevest, Inc. | 1,220 | $30.5K | 0.00% | −184−13.1% | Reduced |
| Lazard Asset Management LLC | 1,144 | $28.0K | 0.00% | −4,359−79.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,036 | $25.9K | 0.00% | +98+10.4% | Added |
| Money Concepts Capital Corp | 874 | $21.8K | 0.00% | +874 | New |
| Natixis | 800 | $20.0K | 0.00% | −45,200−98.3% | Reduced |
| Hantz Financial Services, Inc. | 720 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 699 | $17.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 452 | $11.0K | 0.00% | +452 | New |
| Carmichael Hill & Associates, Inc. | 411 | $10.3K | 0.01% | +206+100.5% | Added |
| Belpointe Asset Management LLC | 362 | $9.04K | 0.00% | +362 | New |
| Park Place Capital Corp | 310 | $8.00K | 0.00% | +310 | New |
| TCI Wealth Advisors, Inc. | 283 | $7.07K | 0.00% | −345−54.9% | Reduced |
| Red Tortoise LLC | 281 | $7.02K | 0.00% | +281 | New |
| Manchester Capital Management LLC | 262 | $6.54K | 0.00% | −16−5.8% | Reduced |
| Pinnacle Financial Partners Inc | 231 | $5.77K | 0.00% | +231 | New |
| Raleigh Capital Management Inc. | 206 | $5.14K | 0.00% | +91+79.1% | Added |
| Bell Investment Advisors, Inc | 204 | $5.09K | 0.00% | +64+45.7% | Added |
| Piershale Financial Group, Inc. | 200 | $4.99K | 0.00% | +200 | New |
| GWM Advisors LLC | 563 | $4.78K | 0.00% | +563 | New |
| Altshuler Shaham Ltd | 185 | $4.62K | 0.00% | −14−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 176 | $4.39K | 0.00% | +88+100.0% | Added |
| Truvestments Capital LLC | 170 | $4.25K | 0.00% | +170 | New |
| CWM, LLC | 174 | $4.00K | 0.00% | −34−16.3% | Reduced |
| Ronald Blue Trust, Inc. | 172 | $4.00K | 0.00% | +84+95.5% | Added |
| Zullo Investment Group, Inc. | 125 | $3.12K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 112 | $2.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $2.70K | 0.00% | +103+2,060.0% | Added |
| Lindbrook Capital, LLC | 90 | $2.25K | 0.00% | +36+66.7% | Added |
| Accurate Wealth Management, LLC | 83 | $2.10K | 0.00% | +83 | New |
| Umb Bank N A | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 77 | $2.00K | 0.00% | +3+4.1% | Added |
| IFP Advisors, Inc | 44 | $2.00K | 0.00% | +30+214.3% | Added |
| Gould Capital, LLC | 75 | $1.87K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 75 | $1.87K | 0.00% | +75 | New |
| Huntington National Bank | 67 | $1.67K | 0.00% | +67 | New |
| TD Capital Management LLC | 29 | $731 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $474 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12 | $300 | 0.00% | −1,857−99.4% | Reduced |
| Versant Capital Management, Inc | 11 | $275 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −93,536−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −62,683−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −45,208−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −28,788−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,470−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,796−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,757−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,584−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| AGF Investments LLC | – | – | – | – | Not filed |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |