Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership27,186 shares
Latest Disclosed Value $ 1,608,052
Baird Financial Group, Inc. reports 0.32% decrease in ownership of EQR / Equity Residential

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 27,186 shares of Equity Residential (MX:EQR) valued at $1,608,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 27,274 shares of Equity Residential. This represents a change in shares of -0.32% during the quarter.

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)
2026-05-14 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 27,186 -88 -0.32 1,608 -6.46 0.0014
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT COMMON 29476L107 27,274 124 0.46 1,719 -2.16 0.0027
2025-11-13 2025-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 27,150 -578 -2.08 1,757 -6.09 0.0028
2025-08-13 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT COMMON 29476L107 27,728 -68 -0.24 1,871 -5.93 0.0033
2025-05-15 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT COMMON 29476L107 27,796 -3,666 -11.65 1,990 -11.87 0.0038
2025-02-14 2024-12-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 31,462 284 0.91 2,258 -2.76 0.0043
2024-11-14 2024-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 31,178 -221 -0.70 2,322 6.61 0.0045
2024-08-14 2024-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 31,399 -850 -2.64 2,177 6.98 0.0045
2024-05-14 2024-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 32,249 21,181 191.37 2,035 201.04 0.0043
2024-02-14 2023-12-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 11,068 -2,752 -19.91 677 -16.65 0.0015
2023-11-13 2023-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 13,820 910 7.05 811 -4.70 0.0022
2023-08-11 2023-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 12,910 133 1.04 852 11.10 0.0022
2023-05-15 2023-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 12,777 8,142 175.66 767 0.0019
2023-02-13 2022-12-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,635 -2,476 -34.82 0 -100.00 0.0007
2022-11-15 2022-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 7,111 -2,218 -23.78 479 -29.04 0.0014
2022-08-08 2022-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 9,329 34 0.37 675 -19.26 0.0019
2022-05-13 2022-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 9,295 730 8.52 836 7.87 0.0021
2022-02-09 2021-12-31 13F EQUITY RESIDENTIAL COMMON 29476L107 8,565 318 3.86 775 16.19 0.0018
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 8,247 5,612 212.98 667 228.57 0.0017
2021-08-11 2021-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 2,635 -468 -15.08 203 -8.56 0.0005
2021-05-13 2021-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 3,103 3,103 222 0.0006
2020-11-12 2020-09-30 13F EQUITY RESIDENTIAL COMMON 29476L107 0 -15,527 -100.00 0 -100.00
2020-10-22 2020-06-30 13F/A-1 EQUITY RESIDENTIAL COMMON 29476L107 15,527 11,640 299.46 914 280.83 0.0034
2020-08-14 2020-06-30 13F EQUITY RESIDENTIAL COMMON 29476L107 15,806 11,919 1,005 1,991.6817
2020-05-14 2020-03-31 13F EQUITY RESIDENTIAL COMMON 29476L107 3,887 555 16.66 240 -11.11 0.0011
2020-02-14 2019-12-31 13F EQUITY RESIDENTIAL COMMON 29476L107 3,332 -1,183 -26.20 270 -30.59 0.0010
2019-11-14 2019-09-30 13F EQUITY RESIDENTIAL Common 29476L107 4,515 1,102 32.29 389 50.19 0.0015
2019-08-14 2019-06-30 13F EQUITY RESIDENTIAL COMMON 29476L107 3,413 362 11.86 259 12.61 0.0010
2019-05-14 2019-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 3,051 -31 -1.01 230 12.75 0.0013
2019-02-14 2018-12-31 13F Equity Residential COMMON 29476L107 3,082 -317 -9.33 204 -8.93 0.0014
2018-11-13 2018-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 3,399 -258 -7.05 224 -3.86 0.0014
2018-08-13 2018-06-30 13F Equity Residential COMMON 29476L107 3,657 -1 -0.03 233 3.56 0.0016
2018-05-14 2018-03-31 13F Equity Residential COMMON 29476L107 3,658 -545 -12.97 225 -16.04 0.0016
2018-02-09 2017-12-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,203 -18 -0.43 268 -3.60 0.0019
2017-11-14 2017-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,221 -140 -3.21 278 -3.14 0.0021
2017-08-14 2017-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,361 40 0.93 287 6.69 0.0022
2017-06-19 2017-03-31 13F/A-1 EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,321 0 0.00 269 -3.24 0.0022
2017-05-09 2017-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,321 269
2017-02-10 2016-12-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,321 -124 -2.79 278 -2.80 0.0024
2016-11-10 2016-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,445 0 0.00 286 -6.84 0.0026
2016-08-11 2016-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,445 0 0.00 307 -8.08 0.0028
2016-05-12 2016-03-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,445 -27 -0.60 334 -8.49 0.0032
2016-02-11 2015-12-31 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,472 -184 -3.95 365 4.29 0.0037
2015-11-12 2015-09-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,656 -13 -0.28 350 6.71 0.0037
2015-08-14 2015-06-30 13F EQUITY RESIDENTIAL PPTYS TR SH COMMON 29476L107 4,669 4,669 328 0.0032
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.