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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 2023

Institutional positions in EQC Liquidating Trust as of Jun 30, 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
255
+4 vs. Q1 2023
Shares held
106.0M
−692.9K (−0.6%) vs. Q1 2023
Total value
$2.15B
−$63.3M (−2.9%) vs. Q1 2023
New holders
28
96 more added
Sold out
24
93 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 255 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 2023: $2.15B
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 2023

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q1 2023.

Institutions holding EQC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc16,620,586$336.7M0.01%−473,105−2.8%Reduced
BlackRock Inc.8,353,191$169.2M0.00%−101,916−1.2%Reduced
Ariel Investments, LLC6,965,293$141.1M1.34%+259,555+3.9%Added
Segall Bryant & Hamill, LLC4,662,895$94.5M0.99%+70,266+1.5%Added
Chai Trust Co LLC3,366,123$68.2M4.61%+781,823+30.3%Added
State Street Corp3,356,391$68.0M0.00%−278,288−7.7%Reduced
Nuance Investments, LLC3,316,130$67.2M1.44%−22,022−0.7%Reduced
FMR LLC3,243,202$65.7M0.01%−234,004−6.7%Reduced
Burgundy Asset Management Ltd.2,733,280$55.4M0.65%+60,091+2.2%Added
Geode Capital Management, LLC2,301,886$46.6M0.01%+45,181+2.0%Added
Robeco Institutional Asset Management B.V.1,908,382$38.7M0.10%+40,199+2.2%Added
Cardinal Capital Management LLC1,886,572$38.2M1.45%−102,367−5.1%Reduced
Cramer Rosenthal McGlynn LLC1,883,628$38.2M1.91%−193,429−9.3%Reduced
Renaissance Technologies LLC1,696,685$34.4M0.05%−553,600−24.6%Reduced
Thompson Siegel & Walmsley LLC1,648,574$33.4M0.53%+81,396+5.2%Added
Norges Bank1,577,960$32.0M0.01%−205,929−11.5%Reduced
Victory Capital Management Inc1,541,048$31.2M0.03%−58,996−3.7%Reduced
Charles Schwab Investment Management Inc1,527,567$30.9M0.01%−4,325−0.3%Reduced
Dimensional Fund Advisors LP1,527,389$30.9M0.01%+15,844+1.0%Added
Morgan Stanley1,406,988$28.5M0.00%−94,431−6.3%Reduced
St. James Investment Company, LLC1,341,769$27.2M3.95%−20,848−1.5%Reduced
Brown Advisory Inc1,295,129$26.2M0.04%+1,295,129New
Russell Investments Group, Ltd.1,280,106$25.9M0.05%+268,615+26.6%Added
Northern Trust Corp1,276,886$25.9M0.00%+59,737+4.9%Added
Vaughan Nelson Investment Management, L.P.1,202,985$24.4M0.27%+1,202,985New
Goldman Sachs Group Inc1,123,735$22.8M0.01%−269,208−19.3%Reduced
JPMorgan Chase & Co1,119,931$22.7M0.00%+199,734+21.7%Added
Bank of New York Mellon Corp1,085,582$22.0M0.00%+476,491+78.2%Added
California Public Employees Retirement System883,793$17.9M0.02%+24,664+2.9%Added
Jacobs Levy Equity Management, Inc857,893$17.4M0.10%+12,090+1.4%Added
Heartland Advisors Inc853,959$17.3M0.99%+50,578+6.3%Added
Two Sigma Advisers, LP841,800$17.1M0.04%−331,400−28.2%Reduced
D. E. Shaw & Co., Inc.750,889$15.2M0.02%+72,217+10.6%Added
Ameriprise Financial Inc689,552$14.0M0.00%−31,817−4.4%Reduced
Royce & Associates LP620,020$12.6M0.12%+620,020New
Nuveen Asset Management, LLC591,883$12.0M0.00%−98,400−14.3%Reduced
Loomis Sayles & Co L P559,063$11.3M0.02%+559,063New
Wallace Capital Management Inc.557,375$11.3M1.74%+19,100+3.5%Added
Ranger Global Real Estate Advisors, LLC493,518$10.0M1.64%+52,972+12.0%Added
Two Sigma Investments, LP463,038$9.38M0.03%+27,028+6.2%Added
Voloridge Investment Management, LLC453,690$9.19M0.04%−108,482−19.3%Reduced
Thrivent Financial for Lutherans448,413$9.09M0.02%+387,911+641.2%Added
Nkcfo LLC431,000$8.73M4.02%00.0%Unchanged
Citadel Advisors LLC416,741$8.44M0.01%−709,470−63.0%Reduced
ArrowMark Colorado Holdings LLC402,747$8.16M0.09%+1140.0%Added
Bank of Montreal370,407$7.86M0.00%+83,896+29.3%Added
Asset Management One Co.,Ltd.367,287$7.44M0.03%−1,288−0.3%Reduced
Qube Research & Technologies Ltd332,947$6.75M0.03%−239,602−41.8%Reduced
Brandes Investment Partners, LP319,428$6.47M0.13%+91,026+39.9%Added
Deutsche Bank AG317,134$6.43M0.00%+143,338+82.5%Added
Invenomic Capital Management LP306,551$6.21M0.35%−188,128−38.0%Reduced
GW&K Investment Management, LLC303,169$6.14M0.06%+10,725+3.7%Added
Brandywine Global Investment Management, LLC302,323$6.13M0.05%+17,697+6.2%Added
Manning & Napier Group, LLC297,423$6.03M0.07%+44,279+17.5%Added
Raymond James & Associates285,563$5.79M0.00%−90,496−24.1%Reduced
Boston Partners281,888$5.71M0.01%+83,995+42.4%Added
Envestnet Asset Management Inc267,171$5.41M0.00%+16,405+6.5%Added
Bank of America Corp265,811$5.39M0.00%+104,155+64.4%Added
Rhumbline Advisers255,167$5.17M0.01%+11,407+4.7%Added
Standard Life Aberdeen plc248,884$5.04M0.01%−343,846−58.0%Reduced
Swiss National Bank242,200$4.91M0.00%+6,000+2.5%Added
Public Employees Retirement System of Ohio232,077$4.70M0.02%−937−0.4%Reduced
Dean Investment Associates, LLC217,246$4.40M0.72%−1,166−0.5%Reduced
Invesco Ltd.213,654$4.33M0.00%−14,832−6.5%Reduced
Lee Danner & Bass Inc205,700$4.17M0.36%00.0%Unchanged
UBS Asset Management Americas Inc198,735$4.12M0.00%00.0%Unchanged
Natixis Advisors, L.P.201,057$4.07M0.01%+201,057New
Balyasny Asset Management LLC198,652$4.02M0.01%−81,548−29.1%Reduced
Edgestream Partners, L.P.195,873$3.97M0.36%+195,873New
Mutual of America Capital Management LLC194,008$3.93M0.04%+4,381+2.3%Added
Macquarie Group Ltd191,805$3.89M0.00%+18,659+10.8%Added
Credit Suisse AG182,118$3.69M0.00%+21,099+13.1%Added
Boothbay Fund Management, LLC181,696$3.68M0.13%+635+0.4%Added
SEI Investments Co178,932$3.63M0.01%−266,071−59.8%Reduced
Relative Value Partners Group, LLC176,319$3.57M0.23%−24,779−12.3%Reduced
Legal & General Group Plc171,584$3.48M0.00%+6,282+3.8%Added
Tudor Investment Corp Et Al167,984$3.40M0.06%−105,290−38.5%Reduced
Agf Management Ltd167,391$3.39M0.02%+5,067+3.1%Added
Bridgeway Capital Management, LLC162,600$3.29M0.08%00.0%Unchanged
ExodusPoint Capital Management, LP157,649$3.19M0.04%−248,064−61.1%Reduced
Alliancebernstein L.P.144,091$2.92M0.00%+130.0%Added
Cubist Systematic Strategies, LLC144,044$2.92M0.03%−152,024−51.3%Reduced
Susquehanna International Group, LLP137,141$2.78M0.00%−199,255−59.2%Reduced
California State Teachers Retirement System132,820$2.69M0.00%−2,310−1.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.125,909$2.55M0.00%+2,747+2.2%Added
Martingale Asset Management L P125,598$2.54M0.05%−34,731−21.7%Reduced
Nomura Asset Management Co Ltd118,000$2.39M0.01%+3,400+3.0%Added
State of New Jersey Common Pension Fund D117,155$2.37M0.01%−7,214−5.8%Reduced
Great West Life Assurance Co116,910$2.37M0.01%+3,275+2.9%Added
Keating Investment Counselors Inc115,869$2.35M0.85%+7,691+7.1%Added
HighTower Advisors, LLC109,464$2.22M0.00%−8,195−7.0%Reduced
Tang Capital Management LLC100,000$2.03M0.30%00.0%Unchanged
Watershed Asset Management, L.L.C.100,000$2.03M2.51%00.0%Unchanged
Commonwealth Equity Services, LLC99,831$2.02M0.00%+99,831New
Hi-Line Capital Management, LLC98,371$1.99M0.74%+98,371New
Hunter Perkins Capital Management, LLC193,243$1.97M0.42%+97,199+101.2%Added
Bragg Financial Advisors, Inc95,949$1.94M0.11%−159−0.2%Reduced
First Trust Advisors LP95,914$1.94M0.00%+2,528+2.7%Added
UBS Group AG93,121$1.89M0.00%−13,545−12.7%Reduced
HRT Financial LP89,199$1.81M0.02%+21,692+32.1%Added