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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 9,166 | $185.7K | 0.01% | −27−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,672 | $175.7K | 0.01% | +578+7.1% | Added |
| State of Wyoming | 8,080 | $163.7K | 0.05% | −30.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,211 | $146.1K | 0.00% | +2,438+51.1% | Added |
| Caldwell Sutter Capital, Inc. | 5,786 | $117.2K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 5,350 | $108.4K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,286 | $107.0K | 0.00% | −3,221−37.9% | Reduced |
| Covestor Ltd | 4,898 | $99.0K | 0.08% | +4,889+54,322.2% | Added |
| Ancora Advisors, LLC | 4,550 | $92.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4,450 | $90.2K | 0.08% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3,859 | $78.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,500 | $70.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,231 | $65.5K | 0.06% | −161−4.7% | Reduced |
| Chesapeake Asset Management LLC | 2,635 | $53.4K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,467 | $50.4K | 0.00% | −36−1.4% | Reduced |
| US Bancorp | 2,480 | $50.2K | 0.00% | −257−9.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,658 | $41.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,011 | $40.7K | 0.00% | +343+20.6% | Added |
| Point72 Asset Management, L.P. | 1,951 | $39.5K | 0.00% | −9,539−83.0% | Reduced |
| Quadrant Capital Group LLC | 1,742 | $35.3K | 0.00% | −155−8.2% | Reduced |
| Signaturefd, LLC | 1,418 | $28.7K | 0.00% | +240+20.4% | Added |
| CWM, LLC | 1,100 | $22.0K | 0.00% | +907+469.9% | Added |
| Park Place Capital Corp | 832 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 720 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 699 | $14.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 535 | $10.8K | 0.00% | −435−44.8% | Reduced |
| First Manhattan Co | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 486 | $9.84K | 0.00% | +210+76.1% | Added |
| Red Tortoise LLC | 386 | $7.82K | 0.00% | +386 | New |
| IFP Advisors, Inc | 212 | $6.58K | 0.00% | +212 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 313 | $6.34K | 0.00% | +29+10.2% | Added |
| Pinnacle Financial Partners Inc | 231 | $4.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 229 | $4.64K | 0.00% | −311−57.6% | Reduced |
| Piershale Financial Group, Inc. | 200 | $4.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 195 | $3.95K | 0.00% | +132+209.5% | Added |
| Umb Bank N A | 159 | $3.22K | 0.00% | +37+30.3% | Added |
| Ronald Blue Trust, Inc. | 142 | $3.00K | 0.00% | −38−21.1% | Reduced |
| Smithfield Trust Co | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 112 | $2.27K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $2.05K | 0.00% | +101 | New |
| Group One Trading, L.P. | 100 | $2.03K | 0.00% | −25,680−99.6% | Reduced |
| Baystate Wealth Management LLC | 94 | $1.91K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $1.78K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 84 | $1.70K | 0.00% | +19+29.2% | Added |
| Gould Capital, LLC | 75 | $1.52K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 75 | $1.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $1.28K | 0.00% | −3−4.5% | Reduced |
| Massmutual Trust Co FSB | 55 | $1.11K | 0.00% | +32+139.1% | Added |
| Bell Investment Advisors, Inc | 54 | $1.09K | 0.00% | −70−56.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 29 | $1.00K | 0.00% | +8+38.1% | Added |
| TD Capital Management LLC | 29 | $593 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $425 | 0.00% | +21 | New |
| Earnest Partners LLC | 19 | $385 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $223 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $101 | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 0 | $0 | 0.00% | −122,049−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −114,915−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −113,754−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −54,984−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,957−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −50,607−100.0% | Sold out |
| Verger Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −36,348−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −35,761−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −32,725−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,834−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −19,917−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,561−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,108−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −14,420−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,986−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −9,290−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |