Equity Residential
DE ˙ DB ˙ US29476L1070
€ 57,64 ↑0.54 (0.95%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:EQR / Equity Residential
InstitutionState Street Corp
Latest Disclosed Ownership25,229,550 shares
Ownership 6.64%
State Street Corp ownership in EQR / Equity Residential

2024-01-30 - State Street Corp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 25,229,550 shares of Equity Residential (DE:EQR). This represents 6.64 percent ownership of the company. In their previous filing dated 2023-02-08 , State Street Corp had reported owning 23,813,619 shares, indicating an increase of 5.95 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-01-30 2024-01-30 13G/A 23,813,619 25,229,550 5.95 6.64 5.40
2023-02-08 2023-02-08 13G/A 23,380,170 23,813,619 1.85 6.30 1.12
2022-02-11 2022-02-11 13G/A 20,496,874 23,380,170 14.07 6.23 13.07
2021-02-09 2021-02-09 13G 23,983,535 20,496,874 -14.54 5.51 -14.71
2020-02-14 2020-02-14 13G 21,372,682 23,983,535 12.22 6.46 11.38
2019-02-14 2019-02-14 13G 21,497,240 21,372,682 -0.58 5.80 -0.85
2018-02-14 2018-02-14 13G 21,497,240 5.85 0.00
2017-02-09 2017-02-09 13G 21,392,381 5.85 0.00
2017-02-08 2017-02-08 13G 21,005,252 21,392,381 1.84 5.85 0.86
2016-02-12 2016-02-12 13G 21,005,252 5.80
2014-02-05 2014-02-05 13G 15,204,972 4.20
2013-02-11 2013-02-11 13G 17,019,105 5.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,103,687 -438,095 -1.79 1,442,420 -6.77 0.0498
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,541,782 -381,153 -1.53 1,547,114 -5.09 0.0519
2025-11-14 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,922,935 688,854 2.84 1,630,103 -1.32 0.0565
2025-08-14 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,234,081 417,119 1.75 1,651,909 -4.02 0.0619
2025-05-15 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,816,962 31,212 0.13 1,721,133 0.84 0.0709
2025-02-14 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,785,750 -136,377 -0.57 1,706,773 -5.02 0.0673
2024-11-14 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,922,127 321,002 1.36 1,796,976 9.81 0.0731
2024-08-14 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,601,125 -92,168 -0.39 1,636,502 8.31 0.0715
2024-05-15 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,693,293 -1,486,695 -5.90 1,510,939 -2.93 0.0675
2024-02-14 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 25,179,988 700,564 2.86 1,556,540 7.14 0.0757
2023-11-14 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,479,424 -538,168 -2.15 1,452,819 -12.83 0.0806
2023-08-14 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 25,017,592 33,813 0.14 1,666,620 9.99 0.0875
2023-05-15 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,983,779 1,269,082 5.35 1,515,182 7.17 0.0855
2023-05-15 2022-12-31 13F/A-99 EQUITY RESIDENTIAL SH BEN INT 29476L107 23,714,697 196,530 0.84 1,413,794 -11.35 0.0831
2023-05-15 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,714,697 196,530 1,413,794 0.0831
2022-11-15 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,518,167 -427,231 -1.78 1,594,830 -8.54 0.1009
2022-08-15 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,945,398 -228,928 -0.95 1,743,772 -20.32 0.1045
2022-05-16 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,174,326 889,805 3.82 2,188,462 3.18 0.1082
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,284,521 1,650,178 7.63 2,121,056 20.27 0.1006
2021-11-15 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,634,343 282,948 1.33 1,763,619 6.45 0.0932
2021-08-16 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,351,395 224,796 1.06 1,656,703 8.57 0.0873
2021-07-09 2021-03-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 21,126,599 658,353 3.22 1,525,882 24.51 0.0875
2021-05-17 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,126,599 658,353 1,525,882 0.0875
2021-02-16 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 20,468,246 -876,999 -4.11 1,225,543 10.58 0.0750
2020-11-10 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,345,245 -2,002,284 -8.58 1,108,321 -20.13 0.0757
2020-08-14 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,347,529 -888,409 -3.67 1,387,675 -8.09 0.1009
2020-06-19 2020-03-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 24,235,938 276,630 1.15 1,509,805 -22.67 0.1320
2020-05-11 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,235,938 9,030,966 1,509,805 132,591.2793
2020-02-06 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,959,308 -1,830,358 -7.10 1,952,293 -12.81 0.1337
2019-11-14 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 25,789,666 -242,858 -0.93 2,239,171 12.47 0.1669
2019-08-14 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 26,032,524 1,362,572 5.52 1,990,969 6.36 0.1485
2019-05-15 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,669,952 3,302,439 15.46 1,871,946 31.65 0.1461
2019-02-12 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,367,513 159,800 0.75 1,421,907 1.19 0.1295
2018-11-09 2018-09-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,207,713 945,849 4.67 1,405,217 8.89 0.1079
2018-08-14 2018-06-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,261,864 -581,896 -2.79 1,290,475 0.47 0.1079
2018-05-15 2018-03-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,843,760 -648,708 -3.02 1,284,388 -6.29 0.1091
2018-02-14 2017-12-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,492,468 151,857 0.71 1,370,573 -2.59 0.1102
2017-11-14 2017-09-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,340,611 -197,740 -0.92 1,406,979 -0.77 0.1214
2017-08-14 2017-06-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,538,351 -136,610 -0.63 1,417,863 5.13 0.1254
2017-05-15 2017-03-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,674,961 286,200 1.34 1,348,617 -2.03 0.1203
2017-02-09 2016-12-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,388,761 -403,631 -1.85 1,376,575 -1.81 0.1295
2017-01-13 2016-09-30 13F/A-1 EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,792,392 953,435 4.58 1,401,904 -2.33 0.1413
2016-11-14 2016-09-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 17,790,335 1,144,451
2016-08-12 2016-06-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,838,957 -116,911 -0.56 1,435,388 -8.71 0.1542
2016-05-20 2016-03-31 13F/A-1 EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,955,868 -49,384 -0.24 1,572,320 -8.26 0.1700
2016-05-12 2016-03-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,955,868 1,572,320
2016-02-16 2015-12-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 21,005,252 396,683 1.92 1,713,817 10.70 0.1873
2015-11-16 2015-09-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,608,569 -219,416 -1.05 1,548,104 5.93 0.1802
2015-08-13 2015-06-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 20,827,985 4,916,345 30.90 1,461,507 17.97 0.1562
2015-05-15 2015-03-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 15,911,640 -931,086 -5.53 1,238,879 2.39 0.1271
2015-02-11 2014-12-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 16,842,726 700,922 4.34 1,209,983 21.73 0.1205
2014-11-12 2014-09-30 13F/A-1 EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 16,141,804 837,315 5.47 994,008 3.09 0.1070
2014-11-10 2014-09-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 16,141,804 994,008
2014-08-12 2014-06-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 15,304,489 428,429 2.88 964,191 11.77 0.1041
2014-05-15 2014-03-31 13F/A-1 EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 14,876,060 -328,912 -2.16 862,666 9.38 0.0980
2014-05-13 2014-03-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 14,876,060 862,666
2014-02-06 2013-12-31 13F/A-1 EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 15,204,972 491,488 3.34 788,685 0.06 0.0877
2014-02-06 2013-12-31 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 13,264,826 751,721
2013-11-12 2013-09-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 14,713,484 618,965 4.39 788,196 -3.68 0.0971
2013-08-08 2013-06-30 13F EQUITY RESIDENTIAL Real Estate Investment Trust 29476L107 14,094,519 14,094,519 818,337 0.1067
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.