Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionColony Group, LLC
Latest Disclosed Ownership6,767 shares
Latest Disclosed Value $ 426,699
Colony Group, LLC reports 2.98% increase in ownership of EQR / Equity Residential

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 6,767 shares of Equity Residential (MX:EQR) valued at $426,699 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 6,571 shares of Equity Residential. This represents a change in shares of 2.98% 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)
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,767 196 2.98 427 1.19 0.0005
2025-11-14 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,571 -3,004 -31.37 421 -34.83 0.0007
2025-08-14 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,575 916 10.58 646 4.36 0.0014
2025-05-20 2025-03-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 8,659 -821 -8.66 620 -8.97 0.0016
2025-05-15 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,659 -821 620 0.0016
2025-05-29 2024-12-31 13F/A-2 EQUITY RESIDENTIAL SH BEN INT 29476L107 9,480 6,585 227.46 680 216.28 0.0018
2025-05-20 2024-12-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 9,480 6,585 680 0.0018
2025-02-14 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,480 6,585 680 0.0018
2024-11-14 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,895 -2,203 -43.21 216 0.0007
2024-08-15 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,098 5,098 0 0.0012
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.