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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 5 | $101 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $223 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $385 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $425 | 0.00% | +21 | New |
| TD Capital Management LLC | 29 | $593 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 29 | $1.00K | 0.00% | +8+38.1% | Added |
| Bell Investment Advisors, Inc | 54 | $1.09K | 0.00% | −70−56.5% | Reduced |
| Massmutual Trust Co FSB | 55 | $1.11K | 0.00% | +32+139.1% | Added |
| Allworth Financial LP | 63 | $1.28K | 0.00% | −3−4.5% | Reduced |
| Gould Capital, LLC | 75 | $1.52K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 75 | $1.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 84 | $1.70K | 0.00% | +19+29.2% | Added |
| Steward Partners Investment Advisory, LLC | 88 | $1.78K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 94 | $1.91K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $2.03K | 0.00% | −25,680−99.6% | Reduced |
| Glassman Wealth Services | 101 | $2.05K | 0.00% | +101 | New |
| Sound Income Strategies, LLC | 112 | $2.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 142 | $3.00K | 0.00% | −38−21.1% | Reduced |
| Smithfield Trust Co | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 159 | $3.22K | 0.00% | +37+30.3% | Added |
| Lindbrook Capital, LLC | 195 | $3.95K | 0.00% | +132+209.5% | Added |
| Piershale Financial Group, Inc. | 200 | $4.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 229 | $4.64K | 0.00% | −311−57.6% | Reduced |
| Pinnacle Financial Partners Inc | 231 | $4.68K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 313 | $6.34K | 0.00% | +29+10.2% | Added |
| IFP Advisors, Inc | 212 | $6.58K | 0.00% | +212 | New |
| Red Tortoise LLC | 386 | $7.82K | 0.00% | +386 | New |
| Raleigh Capital Management Inc. | 486 | $9.84K | 0.00% | +210+76.1% | Added |
| First Manhattan Co | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 535 | $10.8K | 0.00% | −435−44.8% | Reduced |
| Quent Capital, LLC | 699 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 720 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 832 | $16.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,100 | $22.0K | 0.00% | +907+469.9% | Added |
| Signaturefd, LLC | 1,418 | $28.7K | 0.00% | +240+20.4% | Added |
| Quadrant Capital Group LLC | 1,742 | $35.3K | 0.00% | −155−8.2% | Reduced |
| Point72 Asset Management, L.P. | 1,951 | $39.5K | 0.00% | −9,539−83.0% | Reduced |
| Parallel Advisors, LLC | 2,011 | $40.7K | 0.00% | +343+20.6% | Added |
| FinTrust Capital Advisors, LLC | 1,658 | $41.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,480 | $50.2K | 0.00% | −257−9.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,467 | $50.4K | 0.00% | −36−1.4% | Reduced |
| Chesapeake Asset Management LLC | 2,635 | $53.4K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,231 | $65.5K | 0.06% | −161−4.7% | Reduced |
| AdvisorNet Financial, Inc | 3,500 | $70.9K | 0.01% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3,859 | $78.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4,450 | $90.2K | 0.08% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,550 | $92.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,898 | $99.0K | 0.08% | +4,889+54,322.2% | Added |
| SG Americas Securities, LLC | 5,286 | $107.0K | 0.00% | −3,221−37.9% | Reduced |
| Investors Research Corp | 5,350 | $108.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,786 | $117.2K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,211 | $146.1K | 0.00% | +2,438+51.1% | Added |
| State of Wyoming | 8,080 | $163.7K | 0.05% | −30.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,672 | $175.7K | 0.01% | +578+7.1% | Added |
| Metropolitan Life Insurance Co | 9,166 | $185.7K | 0.01% | −27−0.3% | Reduced |
| Amalgamated Bank | 10,274 | $208.0K | 0.00% | −711−6.5% | Reduced |
| Gotham Asset Management, LLC | 10,530 | $213.3K | 0.00% | +10,530 | New |
| Point72 Middle East FZE | 10,616 | $215.1K | 0.01% | +240+2.3% | Added |
| Lazard Asset Management LLC | 10,698 | $216.0K | 0.00% | +5,641+111.5% | Added |
| Principal Financial Group Inc | 11,151 | $225.9K | 0.00% | −794−6.6% | Reduced |
| Evergreen Capital Management LLC | 11,154 | $226.0K | 0.01% | +11,154 | New |
| State of Wisconsin Investment Board | 11,196 | $226.8K | 0.00% | −7,791−41.0% | Reduced |
| M&T Bank Corp | 11,214 | $227.0K | 0.00% | +215+2.0% | Added |
| Franklin Resources Inc | 11,446 | $231.9K | 0.00% | +6,965+155.4% | Added |
| Toronto Dominion Bank | 11,889 | $241.0K | 0.00% | +49+0.4% | Added |
| Worth Venture Partners, LLC | 12,053 | $244.2K | 0.13% | +200+1.7% | Added |
| Cambria Investment Management, L.P. | 12,217 | $247.5K | 0.02% | −1,286−9.5% | Reduced |
| Spire Wealth Management | 12,364 | $250.5K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 13,019 | $263.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,658 | $276.7K | 0.00% | +1,323+10.7% | Added |
| The PNC Financial Services Group, Inc. | 14,086 | $285.4K | 0.00% | +729+5.5% | Added |
| Nissay Asset Management Corp | 14,600 | $295.8K | 0.00% | +314+2.2% | Added |
| Chesley Taft & Associates LLC | 14,785 | $299.5K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 14,831 | $300.5K | 0.01% | −29,956−66.9% | Reduced |
| Neo Ivy Capital Management | 14,862 | $301.0K | 0.16% | +14,862 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,157 | $307.1K | 0.00% | +1,644+12.2% | Added |
| Public Employees Retirement Association of Colorado | 17,011 | $345.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,598 | $356.5K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 18,162 | $368.0K | 0.04% | +18,162 | New |
| Jump Financial, LLC | 18,975 | $384.4K | 0.01% | +18,975 | New |
| Proficio Capital Partners LLC | 19,044 | $385.8K | 0.05% | −83−0.4% | Reduced |
| Bank of Nova Scotia | 19,122 | $387.4K | 0.00% | +1,330+7.5% | Added |
| New York Life Investment Management LLC | 19,900 | $403.2K | 0.00% | −3,533−15.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 20,639 | $418.1K | 0.01% | +20,639 | New |
| Handelsbanken Fonder AB | 20,923 | $424.0K | 0.00% | +300+1.5% | Added |
| Squarepoint Ops LLC | 21,294 | $431.4K | 0.00% | +21,294 | New |
| STRS Ohio | 22,200 | $449.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 22,760 | $461.1K | 0.01% | −698−3.0% | Reduced |
| Salvus Wealth Management, LLC | 23,261 | $471.3K | 0.36% | +1,058+4.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 23,295 | $472.0K | 0.09% | +9,200+65.3% | Added |
| Washington Capital Management Inc | 23,300 | $472.1K | 0.40% | +23,300 | New |
| Baird Financial Group, Inc. | 23,401 | $474.1K | 0.00% | −114−0.5% | Reduced |
| Royal Bank of Canada | 23,915 | $485.0K | 0.00% | +12,209+104.3% | Added |
| Neuberger Berman Group LLC | 24,101 | $488.3K | 0.00% | +24,101 | New |
| Inceptionr LLC | 26,339 | $533.6K | 0.28% | +26,339 | New |
| Allspring Global Investments Holdings, LLC | 26,985 | $546.7K | 0.00% | +223+0.8% | Added |
| Bessemer Group Inc | 27,200 | $551.0K | 0.00% | +5,397+24.8% | Added |
| CI Private Wealth, LLC | 28,550 | $578.4K | 0.00% | +28,550 | New |
| Baker Ellis Asset Management LLC | 28,950 | $586.5K | 0.10% | +6,350+28.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 29,467 | $597.0K | 0.67% | −1,257−4.1% | Reduced |