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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, Q3 2024

Institutional positions in EQC Liquidating Trust as of Sep 30, 2024. 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
258
−1 vs. Q2 2024
Shares held
101.8M
+12.4M (+13.8%) vs. Q2 2024
Total value
$2.03B
+$291.2M (+16.8%) vs. Q2 2024
New holders
41
83 more added
Sold out
42
87 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 258 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 heldQ3 2024: $2.03B
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, Q3 2024

Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q2 2024.

Institutions holding EQC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc16,142,600$321.2M0.01%−1,1080.0%Reduced
BlackRock, Inc.11,273,211$224.3M0.00%+11,273,211New
Indaba Capital Management, L.P.4,700,000$93.5M40.02%+2,000,000+74.1%Added
Weiss Asset Management LP3,861,770$76.8M1.95%+3,861,770New
Burgundy Asset Management Ltd.3,795,748$75.5M0.75%+85,956+2.3%Added
Chai Trust Co LLC3,501,515$69.7M3.30%00.0%Unchanged
State Street Corp3,207,041$63.8M0.00%−41,241−1.3%Reduced
Brown Advisory Inc2,932,853$58.4M0.07%+45,941+1.6%Added
Geode Capital Management, LLC2,694,261$53.6M0.00%+21,146+0.8%Added
Segall Bryant & Hamill, LLC2,526,058$50.3M0.69%−1,266,108−33.4%Reduced
UBS Oconnor LLC2,183,123$43.4M1.08%+2,183,123New
Jacobs Levy Equity Management, Inc1,863,125$37.1M0.14%−40,845−2.1%Reduced
Robeco Institutional Asset Management B.V.1,622,655$32.3M0.06%+18,393+1.1%Added
Alberta Investment Management Corp1,541,000$30.7M0.26%00.0%Unchanged
Thompson Siegel & Walmsley LLC1,508,786$30.0M0.45%−268,492−15.1%Reduced
Charles Schwab Investment Management Inc1,491,407$29.7M0.01%+64,180+4.5%Added
Northern Trust Corp1,387,624$27.6M0.00%+26,210+1.9%Added
D. E. Shaw & Co., Inc.1,297,789$25.8M0.03%+136,001+11.7%Added
Dimensional Fund Advisors LP1,201,368$23.9M0.01%−257,263−17.6%Reduced
Nuance Investments, LLC1,132,104$22.5M0.76%−287,951−20.3%Reduced
Renaissance Technologies LLC1,099,085$21.9M0.03%−27,800−2.5%Reduced
Russell Investments Group, Ltd.1,082,252$21.5M0.03%−368,376−25.4%Reduced
Morgan Stanley1,069,675$21.3M0.00%−222,312−17.2%Reduced
Irenic Capital Management LP1,029,642$20.5M3.60%+703,969+216.2%Added
Arrowstreet Capital, Limited Partnership1,012,072$20.1M0.02%+852,104+532.7%Added
Boston Partners993,805$19.8M0.02%−39,258−3.8%Reduced
St. James Investment Company, LLC979,667$19.5M3.29%−50,631−4.9%Reduced
Qube Research & Technologies Ltd966,179$19.2M0.04%+272,146+39.2%Added
JPMorgan Chase & Co763,380$15.2M0.00%−383,633−33.4%Reduced
Goldman Sachs Group Inc739,140$14.7M0.00%+425,519+135.7%Added
Western Standard LLC709,582$14.1M13.25%−28,129−3.8%Reduced
Man Group plc708,487$14.1M0.04%+139,854+24.6%Added
Stonehill Capital Management LLC655,007$13.0M7.81%+655,007New
Troluce Capital Advisors LLC634,960$12.6M2.26%+634,960New
Voloridge Investment Management, LLC628,058$12.5M0.05%−39,119−5.9%Reduced
Thrivent Financial for Lutherans610,356$12.1M0.02%00.0%Unchanged
Bank of New York Mellon Corp599,558$11.9M0.00%−273,488−31.3%Reduced
Brandes Investment Partners, LP590,961$11.8M0.13%−79,731−11.9%Reduced
Loomis Sayles & Co L P529,691$10.5M0.01%−20,959−3.8%Reduced
Colony Capital, Inc.525,312$10.5M0.82%+67,567+14.8%Added
Wallace Capital Management Inc.475,818$9.47M1.28%−54,432−10.3%Reduced
Punch & Associates Investment Management, Inc.419,383$8.35M0.46%−150,264−26.4%Reduced
Barclays PLC415,187$8.26M0.00%+296,742+250.5%Added
Bragg Financial Advisors, Inc409,494$8.15M0.34%+68,290+20.0%Added
UBS Asset Management Americas Inc384,954$7.66M0.00%+208,208+117.8%Added
Nuveen Asset Management, LLC379,979$7.56M0.00%−917,611−70.7%Reduced
Keating Investment Counselors Inc360,447$7.17M2.14%−76,265−17.5%Reduced
Bank of Montreal333,946$6.62M0.00%−30,972−8.5%Reduced
Bank of America Corp321,043$6.39M0.00%+25,139+8.5%Added
Deutsche Bank AG316,224$6.29M0.00%+204,107+182.0%Added
Prudential Financial Inc313,988$6.25M0.01%+240,160+325.3%Added
Lee Danner & Bass Inc306,500$6.10M0.43%−27,000−8.1%Reduced
Asset Management One Co.,Ltd.286,368$5.70M0.02%−9,223−3.1%Reduced
Citadel Advisors LLC278,669$5.55M0.01%−108,141−28.0%Reduced
Whitebox Advisors LLC264,626$5.27M0.23%−794,374−75.0%Reduced
Cubist Systematic Strategies, LLC263,031$5.23M0.08%+101,168+62.5%Added
Public Employees Retirement System of Ohio249,768$4.97M0.02%+1,263+0.5%Added
Two Sigma Investments, LP242,518$4.83M0.01%+33,238+15.9%Added
Balyasny Asset Management LLC240,370$4.78M0.01%−417,598−63.5%Reduced
Invesco Ltd.239,964$4.78M0.00%+19,846+9.0%Added
Envestnet Asset Management Inc216,551$4.31M0.00%−14,148−6.1%Reduced
Rhumbline Advisers215,563$4.29M0.00%+2,613+1.2%Added
Verition Fund Management LLC214,522$4.27M0.03%+197,254+1,142.3%Added
Ameriprise Financial Inc213,966$4.26M0.00%−386,070−64.3%Reduced
Graham Capital Wealth Management, LLC210,340$4.19M4.29%−1,937−0.9%Reduced
Swiss National Bank209,500$4.17M0.00%−1,100−0.5%Reduced
Anson Funds Management LP208,939$4.16M0.60%+158,939+317.9%Added
Legal & General Group Plc203,935$4.06M0.00%+18,227+9.8%Added
Martingale Asset Management L P191,686$3.81M0.09%+14,191+8.0%Added
Great West Life Assurance Co190,471$3.79M0.01%−15,308−7.4%Reduced
FMR LLC187,174$3.72M0.00%+80,541+75.5%Added
Jane Street Group, LLC184,605$3.67M0.01%+28,365+18.2%Added
Boothbay Fund Management, LLC179,094$3.56M0.11%−63,702−26.2%Reduced
BNP Paribas Arbitrage, SA172,970$3.44M0.00%+101,829+143.1%Added
Schonfeld Strategic Advisors LLC167,722$3.34M0.03%+83,279+98.6%Added
Bulldog Investors, LLP165,811$3.30M1.14%+15,811+10.5%Added
Bridgeway Capital Management, LLC162,600$3.24M0.07%00.0%Unchanged
Harbor Capital Advisors, Inc.161,729$3.22M0.14%+96,312+147.2%Added
Alpine Global Management, LLC155,000$3.08M0.75%+65,000+72.2%Added
AQR Capital Management LLC148,043$2.94M0.00%+54,473+58.2%Added
Citigroup Inc145,260$2.89M0.00%+69,950+92.9%Added
Empowered Funds, LLC144,726$2.88M0.05%+4,185+3.0%Added
Manning & Napier Advisors LLC141,159$2.81M0.03%−37,332−20.9%Reduced
First Trust Advisors LP134,550$2.68M0.00%−7,876−5.5%Reduced
Nomura Asset Management Co Ltd133,100$2.65M0.01%+1,000+0.8%Added
Edgestream Partners, L.P.132,552$2.64M0.12%+132,552New
Alliancebernstein L.P.129,593$2.58M0.00%−4,405−3.3%Reduced
Victory Capital Management Inc124,216$2.47M0.00%−789,686−86.4%Reduced
Moody National Bank Trust Division122,467$2.44M0.26%+4,502+3.8%Added
Gsa Capital Partners LLP121,622$2.42M0.18%+121,622New
Allspring Global Investments Holdings, LLC121,436$2.42M0.00%−17,116−12.4%Reduced
Norges Bank120,677$2.40M0.00%−24,149−16.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.114,998$2.29M0.00%−2,039−1.7%Reduced
Teacher Retirement System of Texas113,513$2.26M0.01%−6,767−5.6%Reduced
Neuberger Berman Group LLC112,276$2.23M0.00%−158−0.1%Reduced
Neo Ivy Capital Management106,110$2.11M0.68%+106,110New
California State Teachers Retirement System101,428$2.02M0.00%−2,892−2.8%Reduced
State of New Jersey Common Pension Fund D98,392$1.96M0.01%−53,425−35.2%Reduced
Susquehanna International Group, LLP96,569$1.92M0.00%−15,359−13.7%Reduced
Mraz, Amerine & Associates, Inc.90,860$1.81M0.33%−5,289−5.5%Reduced