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 2025
Institutional positions in EQC Liquidating Trust as of Mar 31, 2025. 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
EQC is no longer listed, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 146
- −20 vs. Q4 2024
- Shares held
- 96.3M
- −4.23M (−4.2%) vs. Q4 2024
- Total value
- $155.0M
- −$22.9M (−12.9%) vs. Q4 2024
- New holders
- 16
- 35 more added
- Sold out
- 36
- 61 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2025
Shares, value and share of portfolio for each institution holding EQC Liquidating Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 75 | $0 | 0.00% | −5,844−98.7% | Reduced |
| Picton Mahoney Asset Management | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $0 | 0.00% | +36 | New |
| Assetmark, Inc | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $14 | 0.00% | −1−10.0% | Reduced |
| Versant Capital Management, Inc | 11 | $18 | 0.00% | −138−92.6% | Reduced |
| Smartleaf Asset Management LLC | 18 | $28 | 0.00% | −81−81.8% | Reduced |
| South State Corp. | 25 | $41 | 0.00% | +25 | New |
| TD Capital Management LLC | 29 | $47 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37 | $60 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $81 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 75 | $121 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 112 | $180 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 120 | $193 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 122 | $196 | 0.00% | −2−1.6% | Reduced |
| Kentucky Trust Co | 145 | $233 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 250 | $403 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 250 | $403 | 0.00% | +29+13.1% | Added |
| Central Trust Co | 252 | $406 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 309 | $497 | 0.00% | −125−28.8% | Reduced |
| Lindbrook Capital, LLC | 461 | $742 | 0.00% | −27−5.5% | Reduced |
| Glen Eagle Advisors, LLC | 500 | $805 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 556 | $895 | 0.00% | −1,190−68.2% | Reduced |
| Hantz Financial Services, Inc. | 548 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 695 | $1.12K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 768 | $1.24K | 0.00% | −16,859−95.6% | Reduced |
| Optiver Holding B.V. | 823 | $1.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $1.34K | 0.00% | −90−9.6% | Reduced |
| BNP Paribas Arbitrage, SA | 854 | $1.38K | 0.00% | +2+0.2% | Added |
| GAMMA Investing LLC | 880 | $1.42K | 0.00% | −216−19.7% | Reduced |
| Quent Capital, LLC | 1,053 | $1.70K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,512 | $2.43K | 0.00% | −36−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,524 | $2.45K | 0.00% | −223−12.8% | Reduced |
| True Wealth Design, LLC | 1,528 | $2.46K | 0.00% | +1,528 | New |
| Wells Fargo & Company | 1,559 | $2.51K | 0.00% | −427−21.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,846 | $2.97K | 0.00% | −163−8.1% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $3.00K | 0.00% | −1,300−39.4% | Reduced |
| Ancora Advisors, LLC | 2,250 | $3.62K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,655 | $4.28K | 0.00% | +80+3.1% | Added |
| US Bancorp | 2,971 | $4.78K | 0.00% | −14−0.5% | Reduced |
| MetLife Investment Management | 3,065 | $4.93K | 0.00% | −86−2.7% | Reduced |
| MAI Capital Management | 3,155 | $5.08K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,191 | $5.14K | 0.00% | −8−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,490 | $5.62K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,431 | $7.00K | 0.00% | +4,431 | New |
| Investors Research Corp | 5,350 | $8.61K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,444 | $8.77K | 0.00% | −431−7.3% | Reduced |
| Bessemer Group Inc | 5,421 | $9.00K | 0.00% | +24+0.4% | Added |
| Ronald Blue Trust, Inc. | 5,825 | $9.38K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,203 | $9.99K | 0.00% | −11,524−65.0% | Reduced |
| EverSource Wealth Advisors, LLC | 7,813 | $12.6K | 0.00% | +5,762+280.9% | Added |
| CWM, LLC | 8,862 | $14.0K | 0.00% | +4,491+102.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,720 | $14.0K | 0.00% | +8,720 | New |
| WealthCollab, LLC | 9,242 | $14.9K | 0.01% | +7,537+442.1% | Added |
| Metis Global Partners, LLC | 11,533 | $18.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,672 | $18.8K | 0.00% | −6,994−37.5% | Reduced |
| Victory Capital Management Inc | 12,248 | $19.7K | 0.00% | −257−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,442 | $21.6K | 0.00% | +13,442 | New |
| AXA S.A. | 13,487 | $21.7K | 0.00% | −24,392−64.4% | Reduced |
| Raymond James Financial Inc | 13,538 | $21.8K | 0.00% | −19,026−58.4% | Reduced |
| Tevis Investment Management | 12,353 | $21.9K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 14,112 | $22.7K | 0.00% | +14,112 | New |
| Ethic Inc. | 14,458 | $23.6K | 0.00% | +3,981+38.0% | Added |
| LPL Financial LLC | 14,934 | $24.0K | 0.00% | −7,093−32.2% | Reduced |
| Jain Global LLC | 16,244 | $26.2K | 0.00% | −200,129−92.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,432 | $26.5K | 0.00% | +16,432 | New |
| Modern Wealth Management, LLC | 16,674 | $26.8K | 0.00% | +16,674 | New |
| Public Employees Retirement Association of Colorado | 16,478 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,795 | $27.0K | 0.00% | +6,846+68.8% | Added |
| UBS Group AG | 20,076 | $32.3K | 0.00% | −354,951−94.6% | Reduced |
| Gsa Capital Partners LLP | 21,467 | $35.0K | 0.00% | −255,500−92.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,874 | $36.8K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 25,515 | $41.1K | 0.00% | −21,583−45.8% | Reduced |
| Two Sigma Securities, LLC | 29,827 | $48.0K | 0.01% | −3,665−10.9% | Reduced |
| Sequoia Financial Advisors, LLC | 32,245 | $51.9K | 0.00% | −2,139−6.2% | Reduced |
| Bank of America Corp | 33,283 | $53.6K | 0.00% | −156,221−82.4% | Reduced |
| Daiwa Securities Group Inc. | 34,237 | $55.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 49,931 | $80.4K | 0.00% | +7,196+16.8% | Added |
| JustInvest LLC | 54,071 | $87.1K | 0.00% | −26,876−33.2% | Reduced |
| Third Avenue Management LLC | 55,000 | $88.5K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 57,085 | $91.9K | 0.06% | +32,254+129.9% | Added |
| Bank of New York Mellon Corp | 59,573 | $95.9K | 0.00% | −2,658−4.3% | Reduced |
| Mercer Global Advisors Inc | 60,148 | $96.8K | 0.00% | +1,132+1.9% | Added |
| Mariner, LLC | 62,673 | $100.9K | 0.00% | −48,623−43.7% | Reduced |
| XTX Topco Ltd | 63,456 | $102.2K | 0.01% | −36,826−36.7% | Reduced |
| Citigroup Inc | 66,566 | $107.2K | 0.00% | +54,975+474.3% | Added |
| GatePass Capital, LLC | 69,260 | $111.5K | 0.08% | +69,260 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,867 | $114.1K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 70,948 | $114.2K | 0.00% | +15,244+27.4% | Added |
| Great West Life Assurance Co | 76,265 | $122.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 99,141 | $159.6K | 0.01% | +99,141 | New |
| JPMorgan Chase & Co | 104,387 | $168.1K | 0.00% | −189,094−64.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 117,964 | $189.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 118,386 | $190.6K | 0.00% | −10,695−8.3% | Reduced |
| Nomura Asset Management Co Ltd | 136,800 | $220.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 142,703 | $229.8K | 0.00% | −122,576−46.2% | Reduced |
| Russell Investments Group, Ltd. | 148,160 | $238.5K | 0.00% | −15,221−9.3% | Reduced |
| Norges Bank | 149,180 | $240.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 150,861 | $242.9K | 0.00% | −1,089−0.7% | Reduced |