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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 21 | $0 | 0.00% | +21 | New |
| Assetmark, Inc | 5 | $104 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $225 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $393 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $476 | 0.00% | +23 | New |
| TD Capital Management LLC | 29 | $606 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $1.30K | 0.00% | −27−30.0% | Reduced |
| Huntington National Bank | 65 | $1.35K | 0.00% | −2−3.0% | Reduced |
| Allworth Financial LP | 66 | $1.37K | 0.00% | −42−38.9% | Reduced |
| Gould Capital, LLC | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $1.82K | 0.00% | −88−50.0% | Reduced |
| Baystate Wealth Management LLC | 94 | $1.95K | 0.00% | +17+22.1% | Added |
| Sound Income Strategies, LLC | 112 | $2.32K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 122 | $2.53K | 0.00% | +47+62.7% | Added |
| Bell Investment Advisors, Inc | 124 | $2.57K | 0.00% | −80−39.2% | Reduced |
| Smithfield Trust Co | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 158 | $3.27K | 0.00% | −104−39.7% | Reduced |
| CWM, LLC | 193 | $4.00K | 0.00% | +19+10.9% | Added |
| Piershale Financial Group, Inc. | 200 | $4.14K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 231 | $4.78K | 0.00% | −989−81.1% | Reduced |
| Pinnacle Financial Partners Inc | 231 | $4.78K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 180 | $5.00K | 0.00% | +8+4.7% | Added |
| Raleigh Capital Management Inc. | 276 | $5.71K | 0.00% | +70+34.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 284 | $5.88K | 0.00% | +284 | New |
| Belpointe Asset Management LLC | 342 | $7.08K | 0.00% | −20−5.5% | Reduced |
| TCI Wealth Advisors, Inc. | 393 | $8.14K | 0.00% | +110+38.9% | Added |
| First Manhattan Co | 500 | $10.4K | 0.00% | −42,000−98.8% | Reduced |
| Global Retirement Partners, LLC | 540 | $11.0K | 0.00% | +540 | New |
| Quent Capital, LLC | 699 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 720 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 832 | $17.2K | 0.00% | +522+168.4% | Added |
| WR Wealth Planners, LLC | 970 | $20.1K | 0.01% | +970 | New |
| EverSource Wealth Advisors, LLC | 1,036 | $21.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,178 | $24.4K | 0.00% | −379−24.3% | Reduced |
| Parallel Advisors, LLC | 1,668 | $34.5K | 0.00% | −939−36.0% | Reduced |
| Quadrant Capital Group LLC | 1,897 | $39.3K | 0.00% | +1,885+15,708.3% | Added |
| FinTrust Capital Advisors, LLC | 1,658 | $41.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,483 | $51.4K | 0.00% | +577+30.3% | Added |
| Quintet Private Bank (Europe) S.A. | 2,503 | $51.8K | 0.00% | +2,503 | New |
| Chesapeake Asset Management LLC | 2,635 | $54.6K | 0.05% | +2,635 | New |
| US Bancorp | 2,737 | $56.7K | 0.00% | −71−2.5% | Reduced |
| Castleview Partners, LLC | 3,392 | $70.2K | 0.06% | +522+18.2% | Added |
| AdvisorNet Financial, Inc | 3,500 | $72.5K | 0.01% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3,859 | $79.9K | 0.01% | −3,615−48.4% | Reduced |
| United Community Bank | 4,450 | $92.2K | 0.09% | +1,060+31.3% | Added |
| Franklin Resources Inc | 4,481 | $92.8K | 0.00% | +146+3.4% | Added |
| Ancora Advisors, LLC | 4,550 | $94.2K | 0.00% | −100−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,773 | $98.0K | 0.00% | −1,414−22.9% | Reduced |
| Lazard Asset Management LLC | 5,057 | $104.0K | 0.00% | +3,913+342.0% | Added |
| Investors Research Corp | 5,350 | $110.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,786 | $119.8K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 8,083 | $167.4K | 0.05% | +3,266+67.8% | Added |
| Ameritas Investment Partners, Inc. | 8,094 | $167.6K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,507 | $176.0K | 0.00% | −10,142−54.4% | Reduced |
| Metropolitan Life Insurance Co | 9,193 | $190.4K | 0.01% | −745−7.5% | Reduced |
| New York State Teachers Retirement System | 9,290 | $192.0K | 0.00% | −138−1.5% | Reduced |
| Point72 Middle East FZE | 10,376 | $214.9K | 0.01% | +5,163+99.0% | Added |
| Amalgamated Bank | 10,985 | $227.0K | 0.00% | −2,867−20.7% | Reduced |
| M&T Bank Corp | 10,999 | $227.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 11,490 | $238.0K | 0.00% | +11,490 | New |
| Royal Bank of Canada | 11,706 | $243.0K | 0.00% | −15,917−57.6% | Reduced |
| Toronto Dominion Bank | 11,840 | $245.0K | 0.00% | +178+1.5% | Added |
| Worth Venture Partners, LLC | 11,853 | $245.5K | 0.12% | +1,300+12.3% | Added |
| Principal Financial Group Inc | 11,945 | $247.4K | 0.00% | +11,945 | New |
| ProShare Advisors LLC | 12,335 | $255.5K | 0.00% | −15,092−55.0% | Reduced |
| Spire Wealth Management | 12,364 | $256.1K | 0.01% | +9,209+291.9% | Added |
| Pictet Asset Management SA | 13,019 | $269.6K | 0.00% | −33,136−71.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,357 | $276.6K | 0.00% | −3,177−19.2% | Reduced |
| Cambria Investment Management, L.P. | 13,503 | $279.6K | 0.02% | +1,929+16.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,513 | $279.9K | 0.00% | −19,108−58.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,565 | $280.9K | 0.03% | −2,445−15.3% | Reduced |
| Fox Run Management, L.L.C. | 13,986 | $289.6K | 0.09% | −11,963−46.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 14,095 | $291.9K | 0.06% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,286 | $295.9K | 0.00% | −975−6.4% | Reduced |
| Autumn Glory Partners, LLC | 14,420 | $298.6K | 0.26% | +14,420 | New |
| Chesley Taft & Associates LLC | 14,785 | $306.2K | 0.02% | −1,060−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 17,011 | $352.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,598 | $364.5K | 0.01% | +2,840+19.2% | Added |
| Bank of Nova Scotia | 17,792 | $368.4K | 0.00% | −196,256−91.7% | Reduced |
| State of Wisconsin Investment Board | 18,987 | $393.2K | 0.00% | +5,121+36.9% | Added |
| Engineers Gate Manager LP | 19,108 | $395.7K | 0.02% | −6,751−26.1% | Reduced |
| Proficio Capital Partners LLC | 19,127 | $396.1K | 0.06% | +40+0.2% | Added |
| Gsa Capital Partners LLP | 19,561 | $405.0K | 0.04% | −3,635−15.7% | Reduced |
| Allianz Asset Management GmbH | 19,917 | $412.5K | 0.00% | −7,504−27.4% | Reduced |
| Handelsbanken Fonder AB | 20,623 | $427.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 20,834 | $431.5K | 0.03% | +20,834 | New |
| Stifel Financial Corp | 20,937 | $433.6K | 0.00% | +20,937 | New |
| Bessemer Group Inc | 21,803 | $452.0K | 0.00% | −624−2.8% | Reduced |
| STRS Ohio | 22,200 | $459.0K | 0.00% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 22,203 | $459.8K | 0.37% | +4,792+27.5% | Added |
| Baker Ellis Asset Management LLC | 22,600 | $468.0K | 0.08% | +22,600 | New |
| New York Life Investment Management LLC | 23,433 | $485.3K | 0.01% | +23,433 | New |
| Synovus Financial Corp | 23,458 | $485.8K | 0.01% | +736+3.2% | Added |
| Baird Financial Group, Inc. | 23,515 | $487.0K | 0.00% | +7,174+43.9% | Added |
| Avalon Investment & Advisory | 24,839 | $514.4K | 0.01% | +120+0.5% | Added |
| Group One Trading, L.P. | 25,780 | $533.9K | 0.03% | +25,780 | New |
| Ensign Peak Advisors, Inc | 26,140 | $541.4K | 0.00% | +8,250+46.1% | Added |
| Allspring Global Investments Holdings, LLC | 26,762 | $554.2K | 0.00% | −33,292−55.4% | Reduced |