Equity Residential Ownership | Who Owns Equity Residential?
Equity Residential Ownership Summary
Equity Residential is owned by 92.60% institutional investors, 0.51% insiders, and 6.89% retail investors. Vanguard group is the largest institutional shareholder, holding 14.75% of EQR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.54% of its assets in Equity Residential shares.
EQR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Equity Residential | 92.60% | 0.51% | 6.89% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Residential REIT Stocks | 77.83% | 4.68% | 17.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 55.87M | 14.75% | $3.87B |
| Blackrock | 38.42M | 10.14% | $2.66B |
| Norges bank | 35.12M | 9.27% | $2.44B |
| State street | 23.60M | 6.23% | $1.64B |
| Price t rowe associates inc /md/ | 19.99M | 5.28% | $1.39B |
| Apg asset management us | 11.57M | 3.05% | $788.26M |
| Jpmorgan chase | 9.84M | 2.60% | $682.34M |
| First eagle investment management | 9.30M | 2.46% | $644.96M |
| Geode capital management | 9.22M | 2.43% | $637.90M |
| Resolution capital | 7.83M | 2.07% | $542.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Chai trust | 1.21M | 12.93% | $83.95M |
| Resolution capital | 7.83M | 10.21% | $542.64M |
| Adelante capital management | 1.15M | 6.32% | $80.08M |
| Presima securities ulc | 357.76K | 5.52% | $24.81M |
| Hazelview securities | 368.63K | 4.70% | $24.88M |
| Hgi capital management | 71.93K | 4.68% | $4.99M |
| Apg asset management us | 11.57M | 4.51% | $788.26M |
| Seven post investment office lp | 308.91K | 3.97% | $21.42M |
| Vert asset management | 138.91K | 3.84% | $9.63M |
| Gsi capital advisors | 89.89K | 3.68% | $6.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 35.12M | 0.36% | 35.12M |
| Principal financial group | 7.15M | 0.29% | 5.93M |
| Fmr | 6.00M | 0.03% | 1.59M |
| Invesco | 7.12M | 0.10% | 1.40M |
| Bamco inc /ny/ | 1.42M | 0.28% | 833.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D1 capital partners | - | - | -6.93M |
| Ubs asset management americas | 469.91K | 0.01% | -3.26M |
| Blackrock | 38.42M | 0.06% | -1.70M |
| Vanguard group | 55.87M | 0.07% | -1.12M |
| Waterfront capital partners | - | - | -878.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 35.12M | 0.36% | 35.12M | $2.44B |
| Twin tree management, lp | 206.60K | 0.03% | 206.60K | $14.33M |
| Makena capital management | 143.42K | 2.30% | 143.42K | $9.94M |
| Manning & napier advisors | 123.81K | 0.10% | 123.81K | $8.59M |
| Carronade capital management, lp | 109.63K | 0.40% | 109.63K | $7.60M |
Sold Out
| Holder | Change |
|---|---|
| Triad wealth partners | -2.00 |
| Colonial trust advisors | -3.00 |
| Wetzel investment advisors | -11.00 |
| Rfp financial group | -13.00 |
| Annis gardner whiting capital advisors | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 647 | 2.05% | 350,785,087 | 9.02% | 92 | 1.28% | 339 | 14.92% | 199 | -3.40% |
| Mar 31, 2024 | 634 | -1.40% | 321,774,135 | -8.77% | 84 | 0.98% | 295 | 1.03% | 206 | -14.17% |
| Dec 31, 2023 | 643 | 6.99% | 352,709,929 | 10.42% | 93 | 1.31% | 292 | 15.87% | 240 | 6.19% |
| Sep 30, 2023 | 601 | -3.84% | 319,437,877 | -9.92% | 84 | 0.96% | 252 | -12.20% | 226 | 5.12% |
| Jun 30, 2023 | 625 | 5.40% | 354,603,687 | 2.79% | 93 | 1.13% | 287 | -3.04% | 215 | 14.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 13.43M | 3.54% | -34.86K |
| Vanguard Total Stock Mkt Idx Inv | 11.36M | 2.99% | -37.26K |
| Vanguard Institutional 500 Index Trust | 9.04M | 2.38% | 104.51K |
| Vanguard Mid Cap Index Institutional | 7.64M | 2.01% | 13.80K |
| First Eagle Global A | 6.19M | 1.63% | - |
| Fidelity 500 Index | 4.19M | 1.11% | -54.56K |
| SPDR® S&P 500® ETF Trust | 4.14M | 1.09% | 1.41K |
| iShares Core S&P 500 ETF | 3.80M | 1.00% | 5.86K |
| T. Rowe Price Dividend Growth | 3.61M | 0.95% | - |
| T. Rowe Price US Dividend Growth Eq Comp | 3.61M | 0.95% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Manelis Michael L | Executive Vice President & COO | Sell | $143.00K |
| Aug 28, 2024 | Carraway Catherine | EVP & CHRO | Sell | $74.20K |
| Aug 22, 2024 | Brackenridge Alexander | Executive Vice President & CIO | Sell | $813.09K |
| Aug 21, 2024 | Kaufman Ian | Chief Accounting Officer | Sell | $334.58K |
| Aug 21, 2024 | Fenster Scott | EVP & General Counsel | Sell | $214.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 6 |
| 2023 Q4 | - | 6 |
| 2023 Q3 | - | 1 |
EQR Ownership FAQ
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