Equity Residential Ownership 2024 | Who Owns Equity Residential Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

92.58%

Insider Ownership

0.51%

Retail Ownership

6.91%

Institutional Holders

639.00

Equity Residential Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC14.75%0.07%55,871,739-1,120,733-1.97%3,874,146,382Jun 30, 2024
BLACKROCK INC.10.14%0.06%38,421,166-1,702,690-4.24%2,664,123,650Jun 30, 2024
NORGES BANK9.27%0.36%35,117,80435,117,804100.00%2,435,068,529Jun 30, 2024
STATE STREET CORP6.23%0.07%23,601,125-92,168-0.39%1,636,502,008,000Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/5.28%0.17%19,993,370-274,305-1.35%1,386,342,000Jun 30, 2024
APG ASSET MANAGEMENT US INC.3.05%4.51%11,568,251-30,000-0.26%788,260,623Jun 30, 2024
JPMORGAN CHASE & CO2.60%0.06%9,840,534391,5204.14%682,342,634Jun 30, 2024
FIRST EAGLE INVESTMENT MANAGEMENT, LLC2.46%1.44%9,301,352-37,574-0.40%644,955,769Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.43%0.06%9,221,306582,6106.74%637,904,901Jun 30, 2024
RESOLUTION CAPITAL LTD2.07%10.21%7,825,760239,9063.16%542,638,198Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC1.89%0.29%7,153,7495,925,177482.28%496,039,626,000Jun 30, 2024
INVESCO LTD.1.88%0.10%7,120,2471,400,19024.48%493,717,943Jun 30, 2024
FMR LLC1.59%0.03%6,004,6541,590,33236.03%416,362,728Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.51%0.09%5,719,830-408,754-6.67%396,613,373Jun 30, 2024
MACQUARIE GROUP LTD1.41%0.42%5,336,991-435,245-7.54%370,067,024Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.38%0.09%5,232,8765,9330.11%362,839,313Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD1.32%0.34%5,001,36060,0001.21%346,794,302Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC1.25%3.56%4,740,032134,7632.93%328,673,819Jun 30, 2024
NORTHERN TRUST CORP1.13%0.05%4,277,02586,1592.06%296,568,914,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.03%0.05%3,883,546-14,956-0.38%269,285,113Jun 30, 2024

Equity Residential's largest institutional shareholder is VANGUARD GROUP INC, holding 14.75% of the company's total share outstanding, currently valued at $3.87B. The top 10 institutional shareholders own together 58.28% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CHAI TRUST CO LLC0.32%12.93%1,210,706--83,950,354Jun 30, 2024
RESOLUTION CAPITAL LTD2.07%10.21%7,825,760239,9063.16%542,638,198Jun 30, 2024
ADELANTE CAPITAL MANAGEMENT LLC0.30%6.32%1,154,894-118,916-9.34%80,081,000Jun 30, 2024
PRESIMA SECURITIES ULC0.09%5.52%357,765319,000822.91%24,807,425Jun 30, 2024
HAZELVIEW SECURITIES INC.0.10%4.70%368,62556,69218.17%24,878,501Jun 30, 2024
HGI CAPITAL MANAGEMENT, LLC0.02%4.68%71,927--4,987,418Jun 30, 2024
APG ASSET MANAGEMENT US INC.3.05%4.51%11,568,251-30,000-0.26%788,260,623Jun 30, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC0.07%4.32%264,320264,320100.00%18,327,949Jun 30, 2024
SEVEN POST INVESTMENT OFFICE LP0.08%3.97%308,9085,6691.87%21,419,673Jun 30, 2024
VERT ASSET MANAGEMENT LLC0.04%3.84%138,905-10,937-7.30%9,631,673Jun 30, 2024
GSI CAPITAL ADVISORS LLC0.02%3.68%89,8958710.98%6,233,319Jun 30, 2024
NEKTON CAPITAL LTD.0.03%3.60%114,438-197,454-63.31%7,935,131Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC1.25%3.56%4,740,032134,7632.93%328,673,819Jun 30, 2024
DAVIS ASSET MANAGEMENT, L.P.0.26%3.11%1,000,000--69,340,000Jun 30, 2024
AURORA INVESTMENT MANAGERS, LLC.0.01%2.43%48,9542,6935.82%3,394,000Jun 30, 2024
RYE BROOK CAPITAL LLC0.01%2.32%25,390-24,660-49.27%1,761,000Jun 30, 2024
MAKENA CAPITAL MANAGEMENT LLC0.04%2.30%143,420143,420100.00%9,944,743Jun 30, 2024
INVESTURE, LLC0.07%2.23%263,800--18,291,892Jun 30, 2024
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC0.18%1.97%664,985569,008592.86%46,110,060Jun 30, 2024
RIVERVIEW CAPITAL ADVISERS, LLC0.02%1.50%64,280-2,558-3.83%4,457,181Jun 30, 2024

The largest Equity Residential shareholder by % of total assets is CHAI TRUST CO LLC. The company owns 1.21M shares of Equity Residential (EQR), representing 12.93% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK9.27%0.36%35,117,80435,117,804100.00%2,435,068,529Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC1.89%0.29%7,153,7495,925,177482.28%496,039,626,000Jun 30, 2024
FMR LLC1.59%0.03%6,004,6541,590,33236.03%416,362,728Jun 30, 2024
INVESCO LTD.1.88%0.10%7,120,2471,400,19024.48%493,717,943Jun 30, 2024
BAMCO INC /NY/0.37%0.28%1,416,757833,839143.05%98,237,930Jun 30, 2024
GOLDMAN SACHS GROUP INC0.43%0.02%1,647,660671,56468.80%114,248,735Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.43%0.06%9,221,306582,6106.74%637,904,901Jun 30, 2024
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC0.18%1.97%664,985569,008592.86%46,110,060Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.16%0.78%616,026545,614774.89%42,715,243Jun 30, 2024
NATIONAL BANK OF CANADA /FI/0.16%0.06%594,774518,424679.01%40,527,896Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.0.44%0.09%1,676,445475,12439.55%116,244,696Jun 30, 2024
JPMORGAN CHASE & CO2.60%0.06%9,840,534391,5204.14%682,342,634Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.58%0.09%2,180,190373,22920.66%151,174,466Jun 30, 2024
PRESIMA SECURITIES ULC0.09%5.52%357,765319,000822.91%24,807,425Jun 30, 2024
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.0.10%0.06%373,133316,789562.24%25,873,042Jun 30, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC0.07%4.32%264,320264,320100.00%18,327,949Jun 30, 2024
APG ASSET MANAGEMENT N.V.0.07%0.03%269,752255,9001847.39%17,452,394Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.08%0.20%311,253254,065444.26%21,582,283Jun 30, 2024
RESOLUTION CAPITAL LTD2.07%10.21%7,825,760239,9063.16%542,638,198Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.05%0.03%206,600206,600100.00%14,325,643Jun 30, 2024

As of Jun 30 2024, Equity Residential's largest institutional buyer is NORGES BANK. The company purchased 35.12M stocks of EQR, valued at $2.44B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
D1 CAPITAL PARTNERS L.P.----6,928,682-100.00%-Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.12%0.01%469,911-3,259,623-87.40%32,583,628Jun 30, 2024
BLACKROCK INC.10.14%0.06%38,421,166-1,702,690-4.24%2,664,123,650Jun 30, 2024
VANGUARD GROUP INC14.75%0.07%55,871,739-1,120,733-1.97%3,874,146,382Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC----878,219-100.00%-Jun 30, 2024
BROOKFIELD CORP /ON/----730,879-100.00%-Jun 30, 2024
KBC GROUP NV0.02%0.02%78,642-714,422-90.08%5,453,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.13%0.01%498,083-642,837-56.34%34,537,075Jun 30, 2024
AMUNDI0.16%0.02%623,405-455,894-42.24%42,073,603Jun 30, 2024
MACQUARIE GROUP LTD1.41%0.42%5,336,991-435,245-7.54%370,067,024Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.51%0.09%5,719,830-408,754-6.67%396,613,373Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.03%0.01%110,798-399,302-78.28%7,682,733Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.04%0.06%146,750-298,041-67.01%10,176,000Jun 30, 2024
DEUTSCHE BANK AG\0.20%0.02%744,044-276,216-27.07%51,592,011Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/5.28%0.17%19,993,370-274,305-1.35%1,386,342,000Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.02%0.02%85,773-259,317-75.14%5,947,500Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----257,377-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.05%0.04%207,000-251,048-54.81%14,353,380Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.80%0.32%3,031,541-242,898-7.42%210,207,057Jun 30, 2024
HSBC HOLDINGS PLC0.35%0.06%1,328,041-232,232-14.88%92,014,231Jun 30, 2024

As of Jun 30 2024, Equity Residential's biggest institutional seller is D1 CAPITAL PARTNERS L.P.. The company sold -6.93M shares of EQR, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK9.27%0.36%35,117,80435,117,804100.00%2,435,068,529Jun 30, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC0.07%4.32%264,320264,320100.00%18,327,949Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.05%0.03%206,600206,600100.00%14,325,643Jun 30, 2024
MAKENA CAPITAL MANAGEMENT LLC0.04%2.30%143,420143,420100.00%9,944,743Jun 30, 2024
MANNING & NAPIER ADVISORS LLC0.03%0.10%123,811123,811100.00%8,585,055Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP0.03%0.04%110,568110,568100.00%7,666,785Jun 30, 2024
CARRONADE CAPITAL MANAGEMENT, LP0.03%0.40%109,626109,626100.00%7,601,000Jun 30, 2024
BDF-GESTION0.02%0.61%91,00091,000100.00%6,309,940Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.03%88,36788,367100.00%6,127,368Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.01%88,04188,041100.00%6,091,211Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.02%0.07%83,96683,966100.00%5,822,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.02%0.00%82,50082,500100.00%5,720,550Jun 30, 2024
U.S. CAPITAL WEALTH ADVISORS, LLC0.01%0.15%56,14856,148100.00%3,893,302Jun 30, 2024
CAPTION MANAGEMENT, LLC0.01%0.06%54,60054,600100.00%3,785,964Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.13%34,21234,212100.00%2,372,260Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.02%30,55030,550100.00%2,118,337Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.04%26,59526,595100.00%1,844,097Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%0.00%26,30026,300100.00%1,823,642Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.04%25,76025,760100.00%1,786,198Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.26%17,82617,826100.00%1,236,052Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT0.00%0.03%12,58912,589100.00%872,921Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.00%0.02%11,59411,594100.00%803,928Jun 30, 2024
HAVERFORD TRUST CO0.00%0.01%11,46211,462100.00%794,775Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC0.00%0.02%10,67710,677100.00%740,343Jun 30, 2024
ATOM INVESTORS LP0.00%0.07%10,67510,675100.00%740,205Jun 30, 2024
COWEN AND COMPANY, LLC0.00%0.00%10,40010,400100.00%4,420Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC0.00%0.20%9,6419,641100.00%668,516Jun 30, 2024
DONOGHUE FORLINES LLC0.00%0.17%8,5108,510100.00%590,083Jun 30, 2024
HOLOCENE ADVISORS, LP0.00%0.00%6,6786,678100.00%463,053Jun 30, 2024
WATERLOO CAPITAL, L.P.0.00%0.05%6,1906,190100.00%429,215Jun 30, 2024
VERSOR INVESTMENTS LP0.00%0.07%5,4065,406100.00%374,852Jun 30, 2024
GTS SECURITIES LLC0.00%0.00%5,4005,400100.00%374,436Jun 30, 2024
COLONY GROUP, LLC0.00%0.00%5,0985,098100.00%353,000Jun 30, 2024
KAPITALO INVESTIMENTOS LTDA0.00%0.11%5,0755,075100.00%351,900Jun 30, 2024
CHASE INVESTMENT COUNSEL CORP0.00%0.12%4,9324,932100.00%343,000Jun 30, 2024
MACHINA CAPITAL S.A.S.0.00%0.13%4,1694,169100.00%289,078Jun 30, 2024
CHOREO, LLC0.00%0.00%3,8903,890100.00%265,315Jun 30, 2024
MERIT FINANCIAL GROUP, LLC0.00%0.01%3,8283,828100.00%265,444Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.00%0.05%3,7543,754100.00%260,302Jun 30, 2024
THOMASVILLE NATIONAL BANK0.00%0.02%3,6003,600100.00%249,624Jun 30, 2024
GREENLEAF TRUST0.00%0.00%3,3603,360100.00%232,982Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC0.00%0.00%3,2763,276100.00%227,186Jun 30, 2024
NAPA WEALTH MANAGEMENT0.00%0.15%3,2023,202100.00%221,999Jun 30, 2024
GILMAN HILL ASSET MANAGEMENT, LLC0.00%0.04%3,2003,200100.00%221,888Jun 30, 2024
NILSINE PARTNERS, LLC0.00%0.03%3,1493,149100.00%218,352Jun 30, 2024
PHOENIX HOLDINGS LTD.0.00%0.00%3,1063,106100.00%213,076Jun 30, 2024
MODERA WEALTH MANAGEMENT, LLC0.00%0.00%3,0783,078100.00%213,429Jun 30, 2024
FIRST CITIZENS BANK & TRUST CO0.00%0.00%3,0003,000100.00%208,020Jun 30, 2024
SUMMITRY LLC0.00%0.01%3,0003,000100.00%208,020Jun 30, 2024
DOHENY ASSET MANAGEMENT /CA0.00%0.12%3,0003,000100.00%208,000Jun 30, 2024
ATOMI FINANCIAL GROUP, INC.0.00%0.02%2,9572,957100.00%205,038Jun 30, 2024
RINKEY INVESTMENTS0.00%0.07%2,9522,952100.00%204,692Jun 30, 2024
DORSEY & WHITNEY TRUST CO LLC0.00%0.01%2,8992,899100.00%201,016Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.01%2,5202,520100.00%175,000Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.02%2,1052,105100.00%145,961Jun 30, 2024
QUENT CAPITAL, LLC0.00%0.01%1,8781,878100.00%130,221Jun 30, 2024
Y.D. MORE INVESTMENTS LTD0.00%0.01%1,6781,678100.00%116,353Jun 30, 2024
0.00%0.05%1,1011,101100.00%76,343Jun 30, 2024
FAMILY FIRM, INC.0.00%0.02%1,0231,023100.00%70,907Jun 30, 2024
GLOBAL X JAPAN CO., LTD.0.00%0.01%817817100.00%56,651Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.08%799799100.00%55,403Jun 30, 2024
MEEDER ASSET MANAGEMENT INC0.00%0.00%214214100.00%14,839Jun 30, 2024
SRS CAPITAL ADVISORS, INC.-0.00%5151100.00%3,537Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%3232100.00%2,219Jun 30, 2024
ADDISON ADVISORS LLC-0.00%2828100.00%1,942Jun 30, 2024
PACIFIC CENTER FOR FINANCIAL SERVICES-0.00%2626100.00%1,803Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC-0.00%2222100.00%1,388Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%2020100.00%1,387Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC-0.00%1515100.00%1,040Jun 30, 2024
WETZEL INVESTMENT ADVISORS, INC.-0.00%1111100.00%694Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC-0.00%44100.00%277Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%22100.00%162Jun 30, 2024

Equity Residential's largest new institutional shareholder by number of shares is NORGES BANK, purchased 35.12M shares, valued at $2.44B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
D1 CAPITAL PARTNERS L.P.----6,928,682-100.00%-Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC----878,219-100.00%-Jun 30, 2024
BROOKFIELD CORP /ON/----730,879-100.00%-Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----257,377-100.00%-Jun 30, 2024
MASTERTON CAPITAL MANAGEMENT, LP----175,188-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----140,000-100.00%-Jun 30, 2024
DAVIS SELECTED ADVISERS----139,705-100.00%-Jun 30, 2024
KING STREET CAPITAL MANAGEMENT, L.P.----135,000-100.00%-Jun 30, 2024
SOROBAN CAPITAL PARTNERS LP----128,334-100.00%-Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP----94,290-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----90,495-100.00%-Jun 30, 2024
NOMURA HOLDINGS INC----51,000-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----47,900-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----32,701-100.00%-Jun 30, 2024
DOUBLELINE ETF ADVISER LP----26,291-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----24,579-100.00%-Jun 30, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC----21,550-100.00%-Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN----20,000-100.00%-Jun 30, 2024
FORA CAPITAL, LLC----17,484-100.00%-Jun 30, 2024
STEVENS CAPITAL MANAGEMENT LP----15,584-100.00%-Jun 30, 2024
CAXTON ASSOCIATES LP----15,572-100.00%-Jun 30, 2024
PHOCAS FINANCIAL CORP.----13,436-100.00%-Jun 30, 2024
EQIS CAPITAL MANAGEMENT, INC.----10,153-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----10,000-100.00%-Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC----8,936-100.00%-Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC----8,424-100.00%-Jun 30, 2024
INCEPTIONR LLC----8,073-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----7,159-100.00%-Jun 30, 2024
WINTON GROUP LTD----6,739-100.00%-Jun 30, 2024
NORDEN GROUP LLC----6,564-100.00%-Jun 30, 2024
WENDELL DAVID ASSOCIATES INC----5,300-100.00%-Jun 30, 2024
PFG INVESTMENTS, LLC----5,268-100.00%-Jun 30, 2024
KESTRA PRIVATE WEALTH SERVICES, LLC----5,155-100.00%-Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----5,048-100.00%-Jun 30, 2024
WEXFORD CAPITAL LP----4,755-100.00%-Jun 30, 2024
MEIJI YASUDA LIFE INSURANCE CO----4,550-100.00%-Jun 30, 2024
SYSTEMATIC PORTFOLIOS LLC----4,500-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----4,117-100.00%-Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC----3,818-100.00%-Jun 30, 2024
STELAC ADVISORY SERVICES LLC----3,400-100.00%-Jun 30, 2024
EVOKE WEALTH, LLC----3,257-100.00%-Jun 30, 2024
CLEAR STREET MARKETS LLC----3,000-100.00%-Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC----1,820-100.00%-Jun 30, 2024
FIRST MANHATTAN CO. LLC.----1,283-100.00%-Jun 30, 2024
MIROVA----971-100.00%-Jun 30, 2024
KELLY LAWRENCE W & ASSOCIATES INC/CA----675-100.00%-Jun 30, 2024
QUARRY LP----543-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----423-100.00%-Jun 30, 2024
ESTABROOK CAPITAL MANAGEMENT----350-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----270-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----255-100.00%-Jun 30, 2024
WASHINGTON TRUST CO----100-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----87-100.00%-Jun 30, 2024
OPTIVER HOLDING B.V.----82-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----34-100.00%-Jun 30, 2024
TIDEMARK, LLC----21-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----3-100.00%-Jun 30, 2024

Equity Residential's largest sold out institutional shareholder by shares sold is D1 CAPITAL PARTNERS L.P., sold -6.93M shares, valued at -, as of undefined.

Equity Residential Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FRANKLIN REAL ESTATE SECURITIES TRUST3.68%223,767--Jan 31, 2024
T. Rowe Price Real Estate Fund, Inc.1.97%418,384-1,400-0.33%Mar 31, 2024
New Age Alpha Trust1.70%5,905-13-0.22%May 31, 2022
DELAWARE GROUP EQUITY FUNDS II1.11%1,781,750130,0007.87%Feb 29, 2024
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC1.01%83,290--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
T. Rowe Price Equity Income Fund, Inc.0.91%3,850,000--Mar 31, 2024
Manager Directed Portfolios0.85%138,616--Jan 31, 2024
COHEN & STEERS REALTY SHARES INC0.69%900,340--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.67%350,000--Mar 31, 2024
NUVEEN REAL ESTATE INCOME FUND0.65%88,704-16,805-15.93%Mar 31, 2024
BNY Mellon Investment Funds VII, Inc.0.62%650,000--Jan 31, 2024
T. Rowe Price U.S. Large-Cap Core Fund, Inc.0.60%1,030,665--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.58%300,000--Mar 31, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.54%30,715--Feb 29, 2024
COHEN & STEERS REAL ESTATE SECURITIES FUND INC0.50%916,775--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.48%248,662--Mar 31, 2024
COHEN & STEERS GLOBAL REALTY SHARES, INC0.47%558,382--Dec 31, 2023
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.46%25,020-1,740-6.50%Feb 29, 2024
Manager Directed Portfolios0.46%75,000--Jan 31, 2024
AB INSTITUTIONAL FUNDS INC0.46%79,470-1,510-1.86%Jan 31, 2024
T. Rowe Price Growth & Income Fund, Inc.0.45%450,090450,090-Dec 31, 2020
T. Rowe Price Dividend Growth Fund, Inc.0.45%3,731,690--Mar 31, 2024
Eaton Vance Tax-Managed Global Diversified Equity Income Fund0.41%357,854--Jan 31, 2024
KAVILCO INC/WA/0.41%3,0003,000-Mar 31, 2021
Eaton Vance Tax-Managed Buy-Write Income Fund0.40%12,835--Mar 31, 2024
Transparent Value Trust0.39%6,2095,041431.59%Dec 31, 2023
Elevation Series Trust0.38%18,48718,487-Jan 31, 2024
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC0.36%722,195--Dec 31, 2023
T. Rowe Price Global Real Estate Fund, Inc.0.35%32,675-1,500-4.39%Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.26%14,543,081-298,598-2.01%Jan 31, 2024
Voya Global Advantage & Premium Opportunity Fund0.25%15,20315,203-Feb 29, 2024
Apollo Diversified Real Estate Fund0.24%854,310-159,660-15.75%Mar 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.23%5,229-27-0.51%Dec 29, 2023
Emles Trust0.23%25,000--Sep 30, 2022
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.22%46,00246,002-Feb 29, 2024
abrdn Global Premier Properties Fund0.21%97,240--Jan 31, 2024
T. Rowe Price Value Fund, Inc.0.21%1,072,618--Mar 31, 2024
CGM TRUST0.17%235,000--Sep 30, 2022
T. Rowe Price Mid-Cap Value Fund, Inc.0.17%1,892,76744,8002.42%Mar 31, 2024
BNY Mellon Investment Funds V, Inc.0.15%116,70043,10058.56%Jan 31, 2024
Nuveen Core Equity Alpha Fund0.15%10,300--Mar 31, 2024
SEI Exchange Traded Funds0.14%2,021--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS I0.14%3,250--Jan 31, 2023
T. Rowe Price Real Assets Fund, Inc.0.13%1,822,81670,4064.02%Mar 31, 2024
Total Fund Solution0.13%49,262-12,878-20.72%Mar 31, 2024
John Hancock Funds III0.13%2,021,78029,3861.47%Mar 31, 2024
LIBERTY ALL STAR EQUITY FUND0.13%101,600--Dec 31, 2023
Catholic Responsible Investments Funds0.12%4,672,000--Jan 31, 2024
Brookfield Investment Funds0.12%189,721-36,892-16.28%Mar 31, 2024
CBRE GLOBAL REAL ESTATE INCOME FUND0.11%129,128--Mar 28, 2024
PRAXIS MUTUAL FUNDS0.11%1,250,000--Dec 31, 2023
Index Funds0.11%894-20-2.19%Mar 31, 2024
SPDR S&P 500 ETF TRUST0.11%4,161,466-89,585-2.11%Mar 31, 2024
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.11%230,000--Mar 31, 2024
NORTH COUNTRY FUNDS0.11%3,350--Feb 29, 2024
T. Rowe Price Equity Series, Inc.0.10%161,668-73-0.05%Mar 31, 2024
Brinker Capital Destinations Trust0.10%6,017,000--Feb 29, 2024
HARBOR FUNDS0.09%2,100,000--Jan 31, 2024
Engine No. 1 ETF Trust0.09%5,3782825.53%Jan 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.09%1,015,000--Mar 31, 2024
Collaborative Investment Series Trust0.08%13,076--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.08%2,492,896-37,527-1.48%Mar 31, 2024
VANGUARD INDEX FUNDS0.08%33,836,624-205,931-0.60%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.08%212,570--Mar 31, 2024
DAVIS VARIABLE ACCOUNT FUND INC0.08%4,2803609.18%Dec 31, 2023
Vanguard Montgomery Funds0.08%18,250-2,279-11.10%Mar 31, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.08%19,779-5,184-20.77%Feb 28, 2023
Seven Hills Realty Trust0.07%69,000--Dec 31, 2020
MASTER ADVANTAGE SMID CAP LLC0.07%8,768-8,091-47.99%Dec 31, 2020
LMP CAPITAL & INCOME FUND INC.0.07%20,060--Feb 29, 2024
INVESTMENT CO OF AMERICA0.06%968,674--Mar 31, 2024
AOG Institutional Diversified Fund0.06%8,169--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.06%148,14677,356109.28%Mar 31, 2024
Guggenheim Enhanced Equity Income Fund0.06%10,387680.66%Sep 30, 2021
SELECT SECTOR SPDR TRUST0.06%2,105,295150,6727.71%Mar 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.06%1,197,6361,029,856613.81%Mar 31, 2024
DAVIS SERIES INC0.06%65,170--Dec 31, 2023
Impact Shares Trust I0.05%577--Mar 31, 2024
SYNTAX ETF TRUST0.05%1,666-105-5.93%Mar 31, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.05%22,406--Dec 31, 2023
BARON SELECT FUNDS0.05%511,16611,1392.23%Mar 31, 2024
SCHWAB ANNUITY PORTFOLIOS0.05%17,0456023.66%Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.04%3,215--Sep 30, 2022
Kelly Strategic ETF Trust0.04%1,208--Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.04%8,471--Mar 28, 2024
Cohen & Steers Global Income Builder, Inc0.04%11,22111,221-Sep 30, 2019
TIAA SEPARATE ACCOUNT VA 10.04%9,518--Mar 31, 2024
Innovator ETFs Trust II0.04%15,243--Jul 31, 2021
T. Rowe Price U.S. Equity Research Fund, Inc.0.04%47,710--Mar 31, 2024
Goldman Sachs Real Estate Diversified Income Fund0.04%71,325--Mar 31, 2024
Forward Funds0.04%73,000--Sep 30, 2022
AMG Funds I0.04%70,930--Jan 31, 2024
BNY MELLON STOCK INDEX FUND, INC.0.03%24,034-1,465-5.75%Mar 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.03%13,101-580-4.24%Mar 31, 2024
Fundrise Real Estate Interval Fund, LLC0.03%23,858--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.03%6,8004,100151.85%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.03%87,08726,37143.43%Mar 28, 2024
DELAWARE GROUP EQUITY FUNDS IV0.03%33,028--Mar 28, 2024
Brookfield Investment Funds0.03%45,000--Mar 31, 2024

Equity Residential's largest mutual fund holder by % of total assets is "FRANKLIN REAL ESTATE SECURITIES TRUST", owning 223.77K shares, compromising 3.68% of its total assets.

Equity Residential Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 246390.79%
31 Mar, 24634-1.40%
31 Dec, 236436.99%
30 Sep, 23601-3.84%
30 Jun, 236255.57%
31 Mar, 23592-3.58%
31 Dec, 22614-1.60%
30 Sep, 22624-0.48%
30 Jun, 22627-6.84%
31 Mar, 226730.30%
31 Dec, 216718.40%
30 Sep, 216190.98%
30 Jun, 216136.61%
31 Mar, 215750.70%
31 Dec, 205710.18%
30 Sep, 20570-5.47%
30 Jun, 206034.87%
31 Mar, 20575-7.56%
31 Dec, 196225.78%
30 Sep, 195882.62%
30 Jun, 195733.06%
31 Mar, 19556-1.94%
31 Dec, 185674.81%
30 Sep, 18541-3.22%
30 Jun, 185592.95%
31 Mar, 18543-3.21%
31 Dec, 175618.09%
30 Sep, 17519-2.63%
30 Jun, 175331.91%
31 Mar, 17523-2.06%
31 Dec, 165341.71%
30 Sep, 16525-3.85%
30 Jun, 165464.60%
31 Mar, 16522-0.19%
31 Dec, 155232.95%
30 Sep, 15508-0.78%
30 Jun, 15512-2.85%
31 Mar, 155274.98%
31 Dec, 145026.58%
30 Sep, 144713.52%
30 Jun, 144550.44%
31 Mar, 144534.14%
31 Dec, 134353.82%
30 Sep, 134190.72%
30 Jun, 13416112.24%
31 Mar, 131963.16%
31 Dec, 121904.97%
30 Sep, 121814.02%
30 Jun, 12174-1.14%
31 Mar, 1217610.00%
31 Dec, 1116010.34%
30 Sep, 11145-0.68%
30 Jun, 111460.69%
31 Mar, 111452.84%
31 Dec, 101413.68%
30 Sep, 101362.26%
30 Jun, 101337.26%
31 Mar, 101242.48%
31 Dec, 0912111.01%
30 Sep, 09109-
30 Jun, 0910910.10%
31 Mar, 0999-16.10%
31 Dec, 081189.26%
30 Sep, 081081.89%
30 Jun, 081063.92%
31 Mar, 081026.25%
31 Dec, 079614.29%
30 Sep, 07845.00%
30 Jun, 0780-1.23%
31 Mar, 0781-15.63%
31 Dec, 069615.66%
30 Sep, 0683-2.35%
30 Jun, 0685-12.37%
31 Mar, 069712.79%
31 Dec, 0586-5.49%
30 Sep, 05918.33%
30 Jun, 05847.69%
31 Mar, 05785.41%
31 Dec, 04744.23%
30 Sep, 0471-
30 Jun, 0471-8.97%
31 Mar, 047813.04%
31 Dec, 03694.55%
30 Sep, 036617.86%
30 Jun, 03565.66%
31 Mar, 0353-5.36%
31 Dec, 025612.00%
30 Sep, 02504.17%
30 Jun, 024817.07%
31 Mar, 024136.67%
31 Dec, 0130-6.25%
30 Sep, 01326.67%
30 Jun, 0130-11.76%
31 Mar, 013430.77%
31 Dec, 00268.33%
30 Sep, 0024-29.41%
30 Jun, 003421.43%
31 Mar, 0028-
31 Dec, 9928-3.45%
30 Sep, 9929-6.45%
30 Jun, 993124.00%
31 Mar, 99251150.00%
31 Dec, 982-

As of 30 Jun 24, 639 institutions are holding Equity Residential's shares, representing an increase of 0.79% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24350,716,9878.98%
31 Mar, 24321,804,737-8.76%
31 Dec, 23352,709,92910.42%
30 Sep, 23319,437,877-9.92%
30 Jun, 23354,603,6872.80%
31 Mar, 23344,949,384-0.34%
31 Dec, 22346,133,6410.72%
30 Sep, 22343,669,6200.05%
30 Jun, 22343,514,616-0.78%
31 Mar, 22346,219,4520.68%
31 Dec, 21343,883,0090.47%
30 Sep, 21342,261,163-0.15%
30 Jun, 21342,768,516-0.93%
31 Mar, 21346,000,9180.12%
31 Dec, 20345,596,2850.49%
30 Sep, 20343,908,115-0.83%
30 Jun, 20346,800,956-1.52%
31 Mar, 20352,144,6381.33%
31 Dec, 19347,514,281-0.90%
30 Sep, 19350,679,8391.59%
30 Jun, 19345,188,1040.02%
31 Mar, 19345,117,3261.11%
31 Dec, 18341,337,3420.51%
30 Sep, 18339,611,5700.06%
30 Jun, 18339,395,169-2.93%
31 Mar, 18349,643,6750.68%
31 Dec, 17347,275,653-0.49%
30 Sep, 17348,986,2733.30%
30 Jun, 17337,843,128-0.98%
31 Mar, 17341,183,051-2.11%
31 Dec, 16348,533,175-1.00%
30 Sep, 16352,041,6851.80%
30 Jun, 16345,809,604-4.81%
31 Mar, 16363,270,4081.92%
31 Dec, 15356,431,140-3.12%
30 Sep, 15367,924,6173.90%
30 Jun, 15354,097,452-6.24%
31 Mar, 15377,648,6757.58%
31 Dec, 14351,026,768-1.48%
30 Sep, 14356,296,6050.40%
30 Jun, 14354,872,901-0.71%
31 Mar, 14357,400,769-2.21%
31 Dec, 13365,467,1162.44%
30 Sep, 13356,769,6783.18%
30 Jun, 13345,777,180181.06%
31 Mar, 13123,026,238-0.28%
31 Dec, 12123,375,4977.88%
30 Sep, 12114,360,94717.73%
30 Jun, 1297,142,391-14.95%
31 Mar, 12114,219,75118.60%
31 Dec, 1196,303,62311.48%
30 Sep, 1186,386,081-33.47%
30 Jun, 11129,842,18511.84%
31 Mar, 11116,093,32214.51%
31 Dec, 10101,386,68944.74%
30 Sep, 1070,049,765-14.87%
30 Jun, 1082,285,3355.40%
31 Mar, 1078,067,30027.07%
31 Dec, 0961,434,565-20.20%
30 Sep, 0976,981,7530.07%
30 Jun, 0976,925,522-6.47%
31 Mar, 0982,246,517-20.57%
31 Dec, 08103,539,39526.06%
30 Sep, 0882,137,568122.57%
30 Jun, 0836,904,448-22.11%
31 Mar, 0847,382,799-30.01%
31 Dec, 0767,703,61019.99%
30 Sep, 0756,425,147-1.46%
30 Jun, 0757,260,29871.65%
31 Mar, 0733,358,834-48.05%
31 Dec, 0664,209,220-7.73%
30 Sep, 0669,590,7121.70%
30 Jun, 0668,429,68640.53%
31 Mar, 0648,695,122-14.74%
31 Dec, 0557,111,992-21.57%
30 Sep, 0572,816,925-3.31%
30 Jun, 0575,307,7237.22%
31 Mar, 0570,236,0076.87%
31 Dec, 0465,723,48719.07%
30 Sep, 0455,195,1769.22%
30 Jun, 0450,534,60714.92%
31 Mar, 0443,973,27510.12%
31 Dec, 0339,932,108-2.27%
30 Sep, 0340,857,60419.69%
30 Jun, 0334,137,23421.80%
31 Mar, 0328,028,3892.76%
31 Dec, 0227,274,935-0.62%
30 Sep, 0227,445,39710.13%
30 Jun, 0224,921,362-45.82%
31 Mar, 0245,995,022319.28%
31 Dec, 0110,970,03019.39%
30 Sep, 019,188,725-66.23%
30 Jun, 0127,206,09613.15%
31 Mar, 0124,044,8492.42%
31 Dec, 0023,477,633-8.21%
30 Sep, 0025,577,890-6.65%
30 Jun, 0027,400,1685.54%
31 Mar, 0025,961,8276.70%
31 Dec, 9924,332,3300.57%
30 Sep, 9924,193,468-7.73%
30 Jun, 9926,219,8922.23%
31 Mar, 9925,647,30150964.81%
31 Dec, 9850,225-

Equity Residential (EQR) has 350.72M shares outstanding as of 30 Jun 24, up 8.98% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2492.58%1.28%
31 Mar, 2484.95%0.98%
31 Dec, 2393.00%1.31%
30 Sep, 2384.32%0.96%
30 Jun, 2393.65%1.13%
31 Mar, 2391.17%1.09%
31 Dec, 2291.65%1.10%
30 Sep, 2291.44%1.09%
30 Jun, 2291.42%1.08%
31 Mar, 2292.20%1.10%
31 Dec, 2191.73%1.10%
30 Sep, 2191.44%1.09%
30 Jun, 2191.70%1.06%
31 Mar, 2192.94%1.08%
31 Dec, 2092.92%1.09%
30 Sep, 2092.48%1.06%
30 Jun, 2093.28%1.04%
31 Mar, 2094.77%1.08%
31 Dec, 1993.63%1.05%
30 Sep, 1994.58%1.09%
30 Jun, 1993.21%1.07%
31 Mar, 1993.39%1.09%
31 Dec, 1892.74%1.09%
30 Sep, 1892.28%1.08%
30 Jun, 1892.24%1.02%
31 Mar, 1895.06%1.06%
31 Dec, 1794.63%1.05%
30 Sep, 1795.09%1.12%
30 Jun, 1792.10%1.06%
31 Mar, 1793.07%1.02%
31 Dec, 1695.42%1.03%
30 Sep, 1696.42%1.07%
30 Jun, 1694.73%0.95%
31 Mar, 1699.64%1.04%
31 Dec, 1598.06%0.96%
30 Sep, 15101.20%1.07%
30 Jun, 1597.42%0.90%
31 Mar, 15104.01%1.11%
31 Dec, 1496.96%1.00%
30 Sep, 1498.59%1.02%
30 Jun, 1498.35%1.00%
31 Mar, 1499.15%0.93%
31 Dec, 13103.15%1.04%
30 Sep, 1399.67%1.08%
30 Jun, 1396.19%7.24%
31 Mar, 1336.45%2.31%
31 Dec, 1239.75%2.76%
30 Sep, 1237.95%3.62%
30 Jun, 1232.36%2.21%
31 Mar, 1238.23%3.58%
31 Dec, 1132.66%3.83%
30 Sep, 1129.20%1.50%
30 Jun, 1144.06%2.80%
31 Mar, 1139.64%3.08%
31 Dec, 1035.86%5.84%
30 Sep, 1024.78%2.91%
30 Jun, 1029.16%3.77%
31 Mar, 1027.82%5.52%
31 Dec, 0922.45%2.84%
30 Sep, 0928.13%3.54%
30 Jun, 0928.19%3.09%
31 Mar, 0930.20%2.06%
31 Dec, 0838.30%4.15%
30 Sep, 0830.38%16.22%
30 Jun, 0813.69%4.40%
31 Mar, 0817.63%3.00%
31 Dec, 0724.23%5.63%
30 Sep, 0720.74%5.12%
30 Jun, 0720.13%15.45%
31 Mar, 0711.41%2.33%
31 Dec, 0622.14%3.85%
30 Sep, 0623.99%4.29%
30 Jun, 0623.64%8.32%
31 Mar, 0616.86%4.23%
31 Dec, 0519.96%3.08%
30 Sep, 0525.44%3.65%
30 Jun, 0526.40%4.33%
31 Mar, 0524.69%4.47%
31 Dec, 0423.49%6.05%
30 Sep, 0419.70%6.00%
30 Jun, 0418.12%7.21%
31 Mar, 0415.85%7.37%
31 Dec, 0314.66%6.54%
30 Sep, 0314.98%9.47%
30 Jun, 0312.58%11.73%
31 Mar, 0310.35%10.30%
31 Dec, 0210.03%9.92%
30 Sep, 0210.06%12.08%
30 Jun, 029.12%3.17%
31 Mar, 0216.97%100.77%
31 Dec, 014.10%34.97%
30 Sep, 013.43%3.28%
30 Jun, 0110.21%12.42%
31 Mar, 019.07%11.07%
31 Dec, 009.05%9.55%
30 Sep, 009.73%7.54%
30 Jun, 0011.36%11.01%
31 Mar, 0010.16%10.09%
31 Dec, 9910.03%10.08%
30 Sep, 999.98%8.48%
30 Jun, 9910.85%9.32%
31 Mar, 9910.79%1607694.98%
31 Dec, 980.03%-

As of 30 Jun 24, Equity Residential is held by 92.58% institutional shareholders, representing a 1.28% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2433312.88%
31 Mar, 242951.03%
31 Dec, 2329215.87%
30 Sep, 23252-12.20%
30 Jun, 23287-2.71%
31 Mar, 23295-5.75%
31 Dec, 2231310.99%
30 Sep, 22282-1.05%
30 Jun, 22285-3.06%
31 Mar, 22294-13.53%
31 Dec, 2134026.87%
30 Sep, 21268-
30 Jun, 212688.50%
31 Mar, 21247-1.98%
31 Dec, 202524.13%
30 Sep, 20242-15.09%
30 Jun, 202857.14%
31 Mar, 20266-5.67%
31 Dec, 192829.73%
30 Sep, 192574.05%
30 Jun, 19247-0.80%
31 Mar, 19249-7.78%
31 Dec, 1827029.81%
30 Sep, 18208-5.02%
30 Jun, 18219-6.01%
31 Mar, 18233-14.34%
31 Dec, 1727234.65%
30 Sep, 17202-6.91%
30 Jun, 17217-8.44%
31 Mar, 172371.28%
31 Dec, 1623415.84%
30 Sep, 16202-20.16%
30 Jun, 1625310.96%
31 Mar, 162287.04%
31 Dec, 15213-3.62%
30 Sep, 15221-1.78%
30 Jun, 15225-1.75%
31 Mar, 15229-1.72%
31 Dec, 142335.91%
30 Sep, 1422028.65%
30 Jun, 14171-13.20%
31 Mar, 1419710.67%
31 Dec, 131781.14%
30 Sep, 13176-42.30%
30 Jun, 13305177.27%
31 Mar, 131108.91%
31 Dec, 1210110.99%
30 Sep, 129116.67%
30 Jun, 1278-11.36%
31 Mar, 12888.64%
31 Dec, 11813.85%
30 Sep, 11785.41%
30 Jun, 1174-6.33%
31 Mar, 11795.33%
31 Dec, 10758.70%
30 Sep, 1069-9.21%
30 Jun, 107620.63%
31 Mar, 1063-13.70%
31 Dec, 097346.00%
30 Sep, 0950-20.63%
30 Jun, 09638.62%
31 Mar, 0958-21.62%
31 Dec, 087448.00%
30 Sep, 0850-21.88%
30 Jun, 086418.52%
31 Mar, 08541.89%
31 Dec, 075326.19%
30 Sep, 074223.53%
30 Jun, 0734-26.09%
31 Mar, 0746-19.30%
31 Dec, 06577.55%
30 Sep, 065347.22%
30 Jun, 0636-35.71%
31 Mar, 065630.23%
31 Dec, 0543-17.31%
30 Sep, 055220.93%
30 Jun, 0543-
31 Mar, 0543-4.44%
31 Dec, 04452.27%
30 Sep, 044412.82%
30 Jun, 0439-17.02%
31 Mar, 044711.90%
31 Dec, 034210.53%
30 Sep, 0338-
30 Jun, 033822.58%
31 Mar, 0331-8.82%
31 Dec, 0234-5.56%
30 Sep, 023628.57%
30 Jun, 0228-3.45%
31 Mar, 02293.57%
31 Dec, 012875.00%
30 Sep, 0116-15.79%
30 Jun, 0119-20.83%
31 Mar, 012460.00%
31 Dec, 001550.00%
30 Sep, 0010-50.00%
30 Jun, 002011.11%
31 Mar, 001812.50%
31 Dec, 9916-11.11%
30 Sep, 9918-5.26%
30 Jun, 9919-17.39%
31 Mar, 99231050.00%
31 Dec, 982-

333 institutional shareholders have increased their position in EQR stock as of 30 Jun 24 compared to 295 in the previous quarter (a 12.88% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24198-3.88%
31 Mar, 24206-14.17%
31 Dec, 232406.19%
30 Sep, 232265.12%
30 Jun, 2321514.36%
31 Mar, 231880.53%
31 Dec, 22187-15.38%
30 Sep, 22221-3.07%
30 Jun, 22228-4.60%
31 Mar, 2223918.32%
31 Dec, 21202-0.98%
30 Sep, 212040.49%
30 Jun, 212032.53%
31 Mar, 21198-7.48%
31 Dec, 202142.39%
30 Sep, 202092.96%
30 Jun, 202032.01%
31 Mar, 201990.51%
31 Dec, 19198-1.00%
30 Sep, 192006.38%
30 Jun, 19188-1.57%
31 Mar, 191917.30%
31 Dec, 18178-16.04%
30 Sep, 182121.92%
30 Jun, 182086.12%
31 Mar, 1819610.73%
31 Dec, 17177-7.33%
30 Sep, 17191-2.55%
30 Jun, 17196-1.51%
31 Mar, 171992.05%
31 Dec, 16195-2.01%
30 Sep, 1619916.37%
30 Jun, 16171-6.56%
31 Mar, 16183-0.54%
31 Dec, 1518411.52%
30 Sep, 15165-2.94%
30 Jun, 15170-8.11%
31 Mar, 1518518.59%
31 Dec, 1415614.71%
30 Sep, 14136-23.16%
30 Jun, 1417713.46%
31 Mar, 141561.96%
31 Dec, 131532.00%
30 Sep, 13150130.77%
30 Jun, 136518.18%
31 Mar, 13555.77%
31 Dec, 1252-7.14%
30 Sep, 12561.82%
30 Jun, 12555.77%
31 Mar, 12528.33%
31 Dec, 114829.73%
30 Sep, 1137-15.91%
30 Jun, 114418.92%
31 Mar, 1137-7.50%
31 Dec, 1040-2.44%
30 Sep, 10412.50%
30 Jun, 1040-6.98%
31 Mar, 104334.38%
31 Dec, 0932-20.00%
30 Sep, 094033.33%
30 Jun, 0930-
31 Mar, 0930-6.25%
31 Dec, 0832-13.51%
30 Sep, 083776.19%
30 Jun, 0821-30.00%
31 Mar, 0830-3.23%
31 Dec, 07316.90%
30 Sep, 0729-9.38%
30 Jun, 073239.13%
31 Mar, 0723-14.81%
31 Dec, 062750.00%
30 Sep, 0618-35.71%
30 Jun, 06287.69%
31 Mar, 0626-3.70%
31 Dec, 052722.73%
30 Sep, 052210.00%
30 Jun, 0520-9.09%
31 Mar, 052210.00%
31 Dec, 042025.00%
30 Sep, 0416-5.88%
30 Jun, 0417-19.05%
31 Mar, 042161.54%
31 Dec, 0313-18.75%
30 Sep, 031633.33%
30 Jun, 0312-
31 Mar, 0312-
31 Dec, 021233.33%
30 Sep, 02912.50%
30 Jun, 028-11.11%
31 Mar, 029800.00%
31 Dec, 011-90.00%
30 Sep, 011066.67%
30 Jun, 01650.00%
31 Mar, 014-
31 Dec, 004-42.86%
30 Sep, 007-12.50%
30 Jun, 00833.33%
31 Mar, 006-14.29%
31 Dec, 99775.00%
30 Sep, 994-42.86%
30 Jun, 997-
31 Mar, 99--
31 Dec, 98--

198 institutional shareholders have reduced their position in EQR stock as of 30 Jun 24 compared to 206 in the previous quarter (a -3.88% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 246390.79%350,716,9878.98%92.58%1.28%33312.88%198-3.88%
31 Mar, 24634-1.40%321,804,737-8.76%84.95%0.98%2951.03%206-14.17%
31 Dec, 236436.99%352,709,92910.42%93.00%1.31%29215.87%2406.19%
30 Sep, 23601-3.84%319,437,877-9.92%84.32%0.96%252-12.20%2265.12%
30 Jun, 236255.57%354,603,6872.80%93.65%1.13%287-2.71%21514.36%
31 Mar, 23592-3.58%344,949,384-0.34%91.17%1.09%295-5.75%1880.53%
31 Dec, 22614-1.60%346,133,6410.72%91.65%1.10%31310.99%187-15.38%
30 Sep, 22624-0.48%343,669,6200.05%91.44%1.09%282-1.05%221-3.07%
30 Jun, 22627-6.84%343,514,616-0.78%91.42%1.08%285-3.06%228-4.60%
31 Mar, 226730.30%346,219,4520.68%92.20%1.10%294-13.53%23918.32%
31 Dec, 216718.40%343,883,0090.47%91.73%1.10%34026.87%202-0.98%
30 Sep, 216190.98%342,261,163-0.15%91.44%1.09%268-2040.49%
30 Jun, 216136.61%342,768,516-0.93%91.70%1.06%2688.50%2032.53%
31 Mar, 215750.70%346,000,9180.12%92.94%1.08%247-1.98%198-7.48%
31 Dec, 205710.18%345,596,2850.49%92.92%1.09%2524.13%2142.39%
30 Sep, 20570-5.47%343,908,115-0.83%92.48%1.06%242-15.09%2092.96%
30 Jun, 206034.87%346,800,956-1.52%93.28%1.04%2857.14%2032.01%
31 Mar, 20575-7.56%352,144,6381.33%94.77%1.08%266-5.67%1990.51%
31 Dec, 196225.78%347,514,281-0.90%93.63%1.05%2829.73%198-1.00%
30 Sep, 195882.62%350,679,8391.59%94.58%1.09%2574.05%2006.38%
30 Jun, 195733.06%345,188,1040.02%93.21%1.07%247-0.80%188-1.57%
31 Mar, 19556-1.94%345,117,3261.11%93.39%1.09%249-7.78%1917.30%
31 Dec, 185674.81%341,337,3420.51%92.74%1.09%27029.81%178-16.04%
30 Sep, 18541-3.22%339,611,5700.06%92.28%1.08%208-5.02%2121.92%
30 Jun, 185592.95%339,395,169-2.93%92.24%1.02%219-6.01%2086.12%
31 Mar, 18543-3.21%349,643,6750.68%95.06%1.06%233-14.34%19610.73%
31 Dec, 175618.09%347,275,653-0.49%94.63%1.05%27234.65%177-7.33%
30 Sep, 17519-2.63%348,986,2733.30%95.09%1.12%202-6.91%191-2.55%
30 Jun, 175331.91%337,843,128-0.98%92.10%1.06%217-8.44%196-1.51%
31 Mar, 17523-2.06%341,183,051-2.11%93.07%1.02%2371.28%1992.05%
31 Dec, 165341.71%348,533,175-1.00%95.42%1.03%23415.84%195-2.01%
30 Sep, 16525-3.85%352,041,6851.80%96.42%1.07%202-20.16%19916.37%
30 Jun, 165464.60%345,809,604-4.81%94.73%0.95%25310.96%171-6.56%
31 Mar, 16522-0.19%363,270,4081.92%99.64%1.04%2287.04%183-0.54%
31 Dec, 155232.95%356,431,140-3.12%98.06%0.96%213-3.62%18411.52%
30 Sep, 15508-0.78%367,924,6173.90%101.20%1.07%221-1.78%165-2.94%
30 Jun, 15512-2.85%354,097,452-6.24%97.42%0.90%225-1.75%170-8.11%
31 Mar, 155274.98%377,648,6757.58%104.01%1.11%229-1.72%18518.59%
31 Dec, 145026.58%351,026,768-1.48%96.96%1.00%2335.91%15614.71%
30 Sep, 144713.52%356,296,6050.40%98.59%1.02%22028.65%136-23.16%
30 Jun, 144550.44%354,872,901-0.71%98.35%1.00%171-13.20%17713.46%
31 Mar, 144534.14%357,400,769-2.21%99.15%0.93%19710.67%1561.96%
31 Dec, 134353.82%365,467,1162.44%103.15%1.04%1781.14%1532.00%
30 Sep, 134190.72%356,769,6783.18%99.67%1.08%176-42.30%150130.77%
30 Jun, 13416112.24%345,777,180181.06%96.19%7.24%305177.27%6518.18%
31 Mar, 131963.16%123,026,238-0.28%36.45%2.31%1108.91%555.77%
31 Dec, 121904.97%123,375,4977.88%39.75%2.76%10110.99%52-7.14%
30 Sep, 121814.02%114,360,94717.73%37.95%3.62%9116.67%561.82%
30 Jun, 12174-1.14%97,142,391-14.95%32.36%2.21%78-11.36%555.77%
31 Mar, 1217610.00%114,219,75118.60%38.23%3.58%888.64%528.33%
31 Dec, 1116010.34%96,303,62311.48%32.66%3.83%813.85%4829.73%
30 Sep, 11145-0.68%86,386,081-33.47%29.20%1.50%785.41%37-15.91%
30 Jun, 111460.69%129,842,18511.84%44.06%2.80%74-6.33%4418.92%
31 Mar, 111452.84%116,093,32214.51%39.64%3.08%795.33%37-7.50%
31 Dec, 101413.68%101,386,68944.74%35.86%5.84%758.70%40-2.44%
30 Sep, 101362.26%70,049,765-14.87%24.78%2.91%69-9.21%412.50%
30 Jun, 101337.26%82,285,3355.40%29.16%3.77%7620.63%40-6.98%
31 Mar, 101242.48%78,067,30027.07%27.82%5.52%63-13.70%4334.38%
31 Dec, 0912111.01%61,434,565-20.20%22.45%2.84%7346.00%32-20.00%
30 Sep, 09109-76,981,7530.07%28.13%3.54%50-20.63%4033.33%
30 Jun, 0910910.10%76,925,522-6.47%28.19%3.09%638.62%30-
31 Mar, 0999-16.10%82,246,517-20.57%30.20%2.06%58-21.62%30-6.25%
31 Dec, 081189.26%103,539,39526.06%38.30%4.15%7448.00%32-13.51%
30 Sep, 081081.89%82,137,568122.57%30.38%16.22%50-21.88%3776.19%
30 Jun, 081063.92%36,904,448-22.11%13.69%4.40%6418.52%21-30.00%
31 Mar, 081026.25%47,382,799-30.01%17.63%3.00%541.89%30-3.23%
31 Dec, 079614.29%67,703,61019.99%24.23%5.63%5326.19%316.90%
30 Sep, 07845.00%56,425,147-1.46%20.74%5.12%4223.53%29-9.38%
30 Jun, 0780-1.23%57,260,29871.65%20.13%15.45%34-26.09%3239.13%
31 Mar, 0781-15.63%33,358,834-48.05%11.41%2.33%46-19.30%23-14.81%
31 Dec, 069615.66%64,209,220-7.73%22.14%3.85%577.55%2750.00%
30 Sep, 0683-2.35%69,590,7121.70%23.99%4.29%5347.22%18-35.71%
30 Jun, 0685-12.37%68,429,68640.53%23.64%8.32%36-35.71%287.69%
31 Mar, 069712.79%48,695,122-14.74%16.86%4.23%5630.23%26-3.70%
31 Dec, 0586-5.49%57,111,992-21.57%19.96%3.08%43-17.31%2722.73%
30 Sep, 05918.33%72,816,925-3.31%25.44%3.65%5220.93%2210.00%
30 Jun, 05847.69%75,307,7237.22%26.40%4.33%43-20-9.09%
31 Mar, 05785.41%70,236,0076.87%24.69%4.47%43-4.44%2210.00%
31 Dec, 04744.23%65,723,48719.07%23.49%6.05%452.27%2025.00%
30 Sep, 0471-55,195,1769.22%19.70%6.00%4412.82%16-5.88%
30 Jun, 0471-8.97%50,534,60714.92%18.12%7.21%39-17.02%17-19.05%
31 Mar, 047813.04%43,973,27510.12%15.85%7.37%4711.90%2161.54%
31 Dec, 03694.55%39,932,108-2.27%14.66%6.54%4210.53%13-18.75%
30 Sep, 036617.86%40,857,60419.69%14.98%9.47%38-1633.33%
30 Jun, 03565.66%34,137,23421.80%12.58%11.73%3822.58%12-
31 Mar, 0353-5.36%28,028,3892.76%10.35%10.30%31-8.82%12-
31 Dec, 025612.00%27,274,935-0.62%10.03%9.92%34-5.56%1233.33%
30 Sep, 02504.17%27,445,39710.13%10.06%12.08%3628.57%912.50%
30 Jun, 024817.07%24,921,362-45.82%9.12%3.17%28-3.45%8-11.11%
31 Mar, 024136.67%45,995,022319.28%16.97%100.77%293.57%9800.00%
31 Dec, 0130-6.25%10,970,03019.39%4.10%34.97%2875.00%1-90.00%
30 Sep, 01326.67%9,188,725-66.23%3.43%3.28%16-15.79%1066.67%
30 Jun, 0130-11.76%27,206,09613.15%10.21%12.42%19-20.83%650.00%
31 Mar, 013430.77%24,044,8492.42%9.07%11.07%2460.00%4-
31 Dec, 00268.33%23,477,633-8.21%9.05%9.55%1550.00%4-42.86%
30 Sep, 0024-29.41%25,577,890-6.65%9.73%7.54%10-50.00%7-12.50%
30 Jun, 003421.43%27,400,1685.54%11.36%11.01%2011.11%833.33%
31 Mar, 0028-25,961,8276.70%10.16%10.09%1812.50%6-14.29%
31 Dec, 9928-3.45%24,332,3300.57%10.03%10.08%16-11.11%775.00%
30 Sep, 9929-6.45%24,193,468-7.73%9.98%8.48%18-5.26%4-42.86%
30 Jun, 993124.00%26,219,8922.23%10.85%9.32%19-17.39%7-
31 Mar, 99251150.00%25,647,30150964.81%10.79%1607694.98%231050.00%--
31 Dec, 982-50,225-0.03%-2---

Equity Residential Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Manelis Michael Lofficer Executive Vice President & COOS-SaleSell3,000$71.25$213.75K28,053
Jun 26, 2024Garechana Robertofficer EVP & Chief Financial OfficerS-SaleSell6,357$69.08$439.14K14,576
Jun 04, 2024BYNOE LINDAdirector-S-SaleSell3,241$64.23$208.17K20,112
Apr 30, 2024Brackenridge Alexanderofficer Executive Vice President & CIOS-SaleSell4,027$65.01$261.80K69,901

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Manelis Michael Lofficer Executive Vice President & COOS-SaleSell3,000$71.25$213.75K28,053
Jun 26, 2024Garechana Robertofficer EVP & Chief Financial OfficerS-SaleSell6,357$69.08$439.14K14,576
Jun 04, 2024BYNOE LINDAdirector-S-SaleSell3,241$64.23$208.17K20,112
Jun 04, 2024BYNOE LINDAdirector-M-ExemptSell3,241$52.20$169.18K-
Apr 30, 2024Brackenridge Alexanderofficer Executive Vice President & CIOS-SaleSell4,027$65.01$261.80K69,901

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Kaufman Ianofficer Chief Accounting OfficerA-AwardBuy28$57.84$1.62K24,160
Aug 09, 2024Manelis Michael Lofficer Executive Vice President & COOS-SaleSell3,000$71.25$213.75K28,053
Jun 26, 2024Garechana Robertofficer EVP & Chief Financial OfficerS-SaleSell6,357$69.08$439.14K14,576
Jun 24, 2024STERRETT STEPHEN Edirector-A-AwardBuy3,095--19,395
Jun 24, 2024SHAPIRO MARK Sdirector-A-AwardBuy3,346--3,346
Jun 24, 2024NEITHERCUT DAVID Jdirector, other Chairman of the BoardA-AwardBuy37,337$67.85$2.53M37,337
Jun 24, 2024NEAL JOHN Edirector-A-AwardBuy2,321--22,370
Jun 24, 2024NEAL JOHN Edirector-A-AwardBuy4,262$67.85$289.18K4,262
Jun 24, 2024Jones Nina Pdirector-A-AwardBuy3,095--3,879
Jun 24, 2024Huque Tahsinul Ziadirector-A-AwardBuy3,346--3,346
Jun 24, 2024Hoff Anndirector-A-AwardBuy3,095--3,683
Jun 24, 2024HABEN MARY KAYdirector-A-AwardBuy3,095--9,952
Jun 24, 2024BYNOE LINDAdirector-A-AwardBuy3,346--3,346
Jun 24, 2024Aman Angela Mdirector-A-AwardBuy3,346--3,346
Jun 04, 2024BYNOE LINDAdirector-M-ExemptBuy3,241$52.20$169.18K23,353
Jun 04, 2024BYNOE LINDAdirector-S-SaleSell3,241$64.23$208.17K20,112
Jun 04, 2024BYNOE LINDAdirector-M-ExemptSell3,241$52.20$169.18K-
May 15, 2024Kaufman Ianofficer Chief Accounting OfficerA-AwardBuy31$53.71$1.67K24,131
Apr 30, 2024Brackenridge Alexanderofficer Executive Vice President & CIOS-SaleSell4,027$65.01$261.80K69,901
Apr 30, 2024HABEN MARY KAYdirector-M-ExemptBuy3,241$52.20$169.18K12,961

The last insider sell of Equity Residential's stock was made by Manelis Michael L on Aug 09 2024, selling 3,000 shares at $71.25 per share (valued at $213.75K).

Equity Residential Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202411100.00%
Q2 2024146233.33%
Q1 2024288350.00%
Q4 202381266.67%
Q3 202355100.00%
Q2 2023147200.00%
Q1 2023269288.89%
Q4 20224757.14%
Q3 202281080.00%
Q2 2022122600.00%
Q1 2022228275.00%
Q4 202171258.33%
Q3 2021132161.90%
Q2 2021242596.00%
Q1 20213318183.33%
Q4 20201110110.00%
Q3 20205--
Q2 20201311300.00%
Q1 20203625144.00%
Q4 2019132065.00%

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Equity Residential's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-4-
Q1 2024-6-
Q4 2023-6-
Q3 2023-1-
Q2 2023-3-
Q1 2023-7-
Q4 2022-3-
Q3 2022-3-
Q2 2022-1-
Q1 2022-7-
Q4 2021-6-
Q3 2021-9-
Q2 2021-14-
Q1 2021-9-
Q4 2020-1-
Q3 2020---
Q2 2020---
Q1 2020-14-
Q4 2019-10-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Equity Residential's stocks.

Equity Residential Peer Ownership


TickerCompany
MAAMid-America Apartment Communities, Inc.
AVBAvalonBay Communities, Inc.
NXRTNexPoint Residential Trust, Inc.
CPTCamden Property Trust
UDRUDR, Inc.
ESSEssex Property Trust, Inc.

EQR Ownership FAQ


Equity Residential is owned by institutional shareholders (92.58%), insiders (0.51%), and public (6.91%). The largest institutional shareholder of Equity Residential is VANGUARD GROUP INC (14.75% of total shares) and the top mutual fund owner is FRANKLIN REAL ESTATE SECURITIES TRUST (3.68% of total shares).

Equity Residential's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., NORGES BANK, STATE STREET CORP, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 45.67% of the company's share outstanding.

As of Jun 2024, there are 639 institutional shareholders of Equity Residential.

VANGUARD GROUP INC owns 55.87M shares of Equity Residential, representing 14.75% of the company's total shares outstanding, valued at $3.87B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 38.42M shares of Equity Residential (EQR), compromising 10.14% of the company, valued at $2.66B.

NORGES BANK is the third largest holder of Equity Residential. The company owns 35.12M of the company's shares outstanding (worth $2.44B).