Equity Residential
DE ˙ DB ˙ US29476L1070
57,64 € ↑0,54 (0,95%)
2026-06-04
AKTIENPREIS
SecurityDE:EQR / Equity Residential
InstitutionEthic Inc.
Latest Disclosed Ownership25,929 shares
Latest Disclosed Value $ 1,533,725
Ethic Inc. reports 9.05% increase in ownership of EQR / Equity Residential

On April 27, 2026 - Ethic Inc. filed a 13F-HR form disclosing ownership of 25,929 shares of Equity Residential (DE:EQR) valued at $1,309,414 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 23,777 shares of Equity Residential. This represents a change in shares of 9.05% during the quarter. The current value of the position is $1,494,548 USD.

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)
2026-04-27 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 25,929 2,152 9.05 1,534 2.34 0.0240
2026-02-03 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,777 540 2.32 1,499 -0.40 0.0231
2025-10-17 2025-09-30 13F EQUITY RESIDENTIAL COM 29476L107 23,237 -12,445 -34.88 1,504 -37.41 0.0247
2025-07-30 2025-06-30 13F EQUITY RESIDENTIAL COM 29476L107 35,682 -4,538 -11.28 2,403 -16.15 0.0430
2025-05-13 2025-03-31 13F EQUITY RESIDENTIAL COM 29476L107 40,220 707 1.79 2,867 1.09 0.0581
2025-02-14 2024-12-31 13F EQUITY RESIDENTIAL COM 29476L107 39,513 13,406 51.35 2,835 72.13 0.0572
2024-11-13 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 26,107 -7,960 -23.37 1,648 -30.27 0.0416
2024-08-13 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 34,067 7,960 30.49 2,362 43.41 0.0554
2024-05-13 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 26,107 -1,163 -4.26 1,648 -1.20 0.0416
2024-02-14 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 27,270 -14,942 -35.40 1,668 -32.73 0.0493
2023-11-14 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 42,212 -238 -0.56 2,478 -11.50 0.0870
2023-08-14 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 42,450 4,398 11.56 2,800 22.65 0.1038
2023-05-12 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 38,052 14,164 59.29 2,283 62.03 0.0926
2023-02-14 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,888 -5,320 -18.21 1,409 -28.22 0.0761
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 29,208 -5,292 -15.34 1,963 -21.23 0.1332
2022-08-10 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 34,500 -6,769 -16.40 2,492 -32.85 0.1737
2022-05-16 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 41,269 4,518 12.29 3,711 11.58 0.2562
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 36,751 6,365 20.95 3,326 35.26 0.2564
2021-11-15 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 30,386 2,065 7.29 2,459 12.75 0.2517
2021-08-10 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 28,321 6,989 32.76 2,181 42.74 0.2644
2021-05-13 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,332 7,880 58.58 1,528 91.72 0.2724
2021-02-10 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13,452 4,090 43.69 797 65.70 0.2107
2020-10-27 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,362 5,325 131.90 481 102.95 0.1839
2020-08-12 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,037 4,037 237 0.1349
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.