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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, Q1 2023

Institutional positions in EQC Liquidating Trust as of Mar 31, 2023. 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
252
−5 vs. Q4 2022
Shares held
106.7M
+774.3K (+0.7%) vs. Q4 2022
Total value
$2.21B
−$435.4M (−16.5%) vs. Q4 2022
New holders
31
116 more added
Sold out
36
76 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 252 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 heldQ1 2023: $2.21B
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, Q1 2023

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q4 2022.

Institutions holding EQC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,093,691$354.0M0.01%+116,059+0.7%Added
BlackRock Inc.8,455,107$175.1M0.01%−2,193,960−20.6%Reduced
Ariel Investments, LLC6,705,738$138.9M1.33%+676,086+11.2%Added
Segall Bryant & Hamill, LLC4,592,629$95.1M1.03%+79,617+1.8%Added
State Street Corp3,634,679$75.3M0.00%−1,838,315−33.6%Reduced
FMR LLC3,477,206$72.0M0.01%−1,495,175−30.1%Reduced
Nuance Investments, LLC3,338,152$69.1M1.46%−2,080,933−38.4%Reduced
Burgundy Asset Management Ltd.2,673,189$55.4M0.68%+1,783,462+200.5%Added
Chai Trust Co LLC2,584,300$53.5M7.04%00.0%Unchanged
Geode Capital Management, LLC2,256,705$46.7M0.01%+101,982+4.7%Added
Renaissance Technologies LLC2,250,285$46.6M0.06%+209,600+10.3%Added
Cramer Rosenthal McGlynn LLC2,077,057$43.0M1.94%+67,893+3.4%Added
Cardinal Capital Management LLC1,988,939$41.2M1.46%+363,212+22.3%Added
Robeco Institutional Asset Management B.V.1,868,183$38.7M0.11%+370,859+24.8%Added
Resolution Capital Ltd1,791,971$37.1M0.63%−9,000−0.5%Reduced
Norges Bank1,783,889$36.9M0.01%+713,076+66.6%Added
Victory Capital Management Inc1,600,044$33.1M0.04%+558,796+53.7%Added
Thompson Siegel & Walmsley LLC1,567,178$32.5M0.52%+106,015+7.3%Added
Charles Schwab Investment Management Inc1,531,892$31.7M0.01%−47,095−3.0%Reduced
Dimensional Fund Advisors LP1,511,545$31.3M0.01%+64,985+4.5%Added
Morgan Stanley1,501,419$31.1M0.00%+835,572+125.5%Added
Goldman Sachs Group Inc1,392,943$28.8M0.01%+296,101+27.0%Added
St. James Investment Company, LLC1,362,617$28.2M4.17%+349,691+34.5%Added
Northern Trust Corp1,217,149$25.2M0.00%−325,531−21.1%Reduced
Two Sigma Advisers, LP1,173,200$24.3M0.06%+128,700+12.3%Added
Citadel Advisors LLC1,126,211$23.3M0.03%+1,000,031+792.5%Added
Russell Investments Group, Ltd.1,011,491$20.9M0.04%−165,097−14.0%Reduced
JPMorgan Chase & Co920,197$19.1M0.00%−39,345−4.1%Reduced
California Public Employees Retirement System859,129$17.8M0.02%+84,532+10.9%Added
Jacobs Levy Equity Management, Inc845,803$17.5M0.11%+102,523+13.8%Added
Heartland Advisors Inc803,381$16.6M1.03%+606,998+309.1%Added
Ameriprise Financial Inc721,369$14.7M0.00%+75,507+11.7%Added
Nuveen Asset Management, LLC690,283$14.3M0.01%+213,959+44.9%Added
D. E. Shaw & Co., Inc.678,672$14.1M0.02%−458,136−40.3%Reduced
Bank of New York Mellon Corp609,091$12.6M0.00%−15,209−2.4%Reduced
Standard Life Aberdeen plc592,730$12.3M0.03%+544,392+1,126.2%Added
Qube Research & Technologies Ltd572,549$11.9M0.07%+423,053+283.0%Added
Voloridge Investment Management, LLC562,172$11.6M0.06%+189,593+50.9%Added
Wallace Capital Management Inc.538,275$11.1M1.83%+13,885+2.6%Added
Invenomic Capital Management LP494,679$10.2M0.58%+494,679New
SEI Investments Co445,003$9.22M0.02%+35,215+8.6%Added
Ranger Global Real Estate Advisors, LLC440,546$9.12M1.20%+440,546New
Two Sigma Investments, LP436,010$9.03M0.03%−246,693−36.1%Reduced
Jane Street Group, LLC433,892$8.99M0.02%+314,576+263.6%Added
Nkcfo LLC431,000$8.93M4.30%00.0%Unchanged
ExodusPoint Capital Management, LP405,713$8.40M0.10%+405,713New
ArrowMark Colorado Holdings LLC402,633$8.34M0.09%+108,301+36.8%Added
Raymond James & Associates376,059$7.79M0.01%−138,559−26.9%Reduced
Asset Management One Co.,Ltd.368,575$7.63M0.03%+25,559+7.5%Added
Susquehanna International Group, LLP336,396$6.97M0.01%+113,053+50.6%Added
Cubist Systematic Strategies, LLC296,068$6.13M0.06%+159,552+116.9%Added
GW&K Investment Management, LLC292,444$6.06M0.06%+38,270+15.1%Added
Bank of Montreal286,511$5.94M0.00%+174,390+155.5%Added
Brandywine Global Investment Management, LLC284,626$5.89M0.05%+9,601+3.5%Added
Balyasny Asset Management LLC280,200$5.80M0.02%−9,266−3.2%Reduced
Tudor Investment Corp Et Al273,274$5.66M0.11%+141,159+106.8%Added
Millennium Management LLC255,450$5.29M0.01%+88,902+53.4%Added
Manning & Napier Group, LLC253,144$5.24M0.06%+253,144New
Envestnet Asset Management Inc250,766$5.19M0.00%+72,658+40.8%Added
Rhumbline Advisers243,760$5.05M0.01%+18,422+8.2%Added
Swiss National Bank236,200$4.89M0.00%−32,400−12.1%Reduced
Public Employees Retirement System of Ohio233,014$4.83M0.02%+22,846+10.9%Added
Invesco Ltd.228,486$4.73M0.00%−12,659−5.2%Reduced
Brandes Investment Partners, LP228,402$4.73M0.10%+135,904+146.9%Added
Dean Investment Associates, LLC218,412$4.52M0.72%+52,636+31.8%Added
Lee Danner & Bass Inc205,700$4.26M0.39%−2,300−1.1%Reduced
Relative Value Partners Group, LLC201,098$4.16M0.28%+11,377+6.0%Added
UBS Asset Management Americas Inc198,735$4.12M0.00%−303,522−60.4%Reduced
Boston Partners197,893$4.10M0.01%+43,895+28.5%Added
Mutual of America Capital Management LLC189,627$3.93M0.05%−5,947−3.0%Reduced
Boothbay Fund Management, LLC181,061$3.75M0.11%+34,342+23.4%Added
Deutsche Bank AG173,796$3.60M0.00%−5,701−3.2%Reduced
Macquarie Group Ltd173,146$3.59M0.00%+6,953+4.2%Added
Legal & General Group Plc165,302$3.42M0.00%−438,137−72.6%Reduced
Bridgeway Capital Management, LLC162,600$3.37M0.09%−3,300−2.0%Reduced
Agf Management Ltd162,324$3.36M0.02%+34,129+26.6%Added
Bank of America Corp161,656$3.35M0.00%+62,541+63.1%Added
Credit Suisse AG161,019$3.33M0.00%−66,978−29.4%Reduced
Martingale Asset Management L P160,329$3.32M0.06%+29,412+22.5%Added
Alliancebernstein L.P.144,078$2.98M0.00%−26,378−15.5%Reduced
California State Teachers Retirement System135,130$2.80M0.00%−3,506−2.5%Reduced
AQR Capital Management LLC133,443$2.73M0.01%+56,293+73.0%Added
State of New Jersey Common Pension Fund D124,369$2.58M0.01%+37,795+43.7%Added
Sumitomo Mitsui Trust Holdings, Inc.123,162$2.55M0.00%−95−0.1%Reduced
Algert Global LLC122,049$2.53M0.12%+40,662+50.0%Added
HighTower Advisors, LLC117,659$2.43M0.01%+5,739+5.1%Added
Centiva Capital, LP114,915$2.38M0.13%+114,915New
Nomura Asset Management Co Ltd114,600$2.37M0.01%+3,070+2.8%Added
HBK Investments L P113,754$2.36M0.09%+113,754New
Great West Life Assurance Co113,635$2.35M0.01%+8,446+8.0%Added
Barclays PLC112,507$2.33M0.00%−267,820−70.4%Reduced
Keating Investment Counselors Inc108,178$2.24M0.85%+23,510+27.8%Added
UBS Group AG106,666$2.21M0.00%−16,739−13.6%Reduced
Tang Capital Management LLC100,000$2.07M0.31%+100,000New
Watershed Asset Management, L.L.C.100,000$2.07M2.51%+100,000New
Bragg Financial Advisors, Inc96,108$1.99M0.12%−3,234−3.3%Reduced
Hunter Perkins Capital Management, LLC96,044$1.99M0.47%+50,544+111.1%Added
BNP Paribas Arbitrage, SA95,847$1.98M0.00%+36,139+60.5%Added
First Foundation Advisors94,760$1.96M0.09%+94,760New
First Trust Advisors LP93,386$1.93M0.00%+58,927+171.0%Added