Equity Residential Ownership | Who Owns Equity Residential?

Overview Forecast RevenueFinancials Chart Transcripts

Equity Residential Ownership Summary

Equity Residential is owned by 82.96% institutional investors, 0.51% insiders, and 16.53% 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	82.96%	0.51%	16.53%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Residential REIT Stocks	77.14%	4.67%	18.19%

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 %
Sep 30, 2024	679	3.19%	314,226,800	-10.46%	82	0.97%	341	-0.58%	219	9.50%
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%

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	4.19M	1.11%	-23.32K
iShares Core S&P 500 ETF	3.85M	1.01%	11.92K
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

Who Owns Equity Residential?

Equity Residential shareholders are primarily institutional investors at 82.96%, followed by 0.51% insiders and 16.53% retail investors. The average institutional ownership in Equity Residential's industry, Residential REIT Stocks , is 77.14%, which Equity Residential exceeds.

Who owns the most shares of Equity Residential?

Equity Residential’s largest shareholders are Vanguard group (55.87M shares, 14.75%), Blackrock (38.42M shares, 10.14%), and Norges bank (35.12M shares, 9.27%). Together, they hold 34.16% of Equity Residential’s total shares outstanding.

Does Blackrock own Equity Residential?

Yes, BlackRock owns 10.14% of Equity Residential, totaling 38.42M shares as of Jun 2024. This represents 0.06% of BlackRock's total assets, with a market value of 2.66B$. In the last quarter, BlackRock decreased its holdings by -1.703M shares, a -4.24% change.

Who is Equity Residential’s biggest shareholder by percentage of total assets invested?

Chai trust is Equity Residential’s biggest shareholder by percentage of total assets invested, with 12.93% of its assets in 1.21M Equity Residential shares, valued at 83.95M$.

Who is the top mutual fund holder of Equity Residential shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Equity Residential shares, with 3.54% of its total shares outstanding invested in 13.43M Equity Residential shares.

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