Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionFiduciary Group LLC
Latest Disclosed Ownership7,737 shares
Latest Disclosed Value $ 457,644
Fiduciary Group LLC reports 0.83% decrease in ownership of EQR / Equity Residential

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 7,737 shares of Equity Residential (MX:EQR) valued at $457,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,802 shares of Equity Residential. This represents a change in shares of -0.83% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,737 -65 -0.83 458 -6.92 0.0391
2026-02-12 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,802 0 0.00 492 -2.77 0.0413
2025-11-12 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,802 -300 -3.70 505 -7.51 0.0444
2025-08-13 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,102 0 0.00 547 -5.70 0.0515
2025-04-28 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,102 -289 -3.44 580 -3.82 0.0581
2025-02-11 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,391 -56 -0.66 602 -4.14 0.0604
2024-11-13 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,447 0 0.00 629 7.35 0.0637
2024-08-08 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,447 0 0.00 586 9.76 0.0630
2024-05-13 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,447 0 0.00 533 3.29 0.0581
2024-02-05 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,447 -413 -4.66 517 -0.77 0.0605
2023-11-13 2023-09-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 520 -10.96 0.0664
2023-11-13 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 520 0.0664
2023-07-27 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 584 9.98 0.0718
2023-05-15 2023-03-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 532 1.72 0.0691
2023-05-15 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 556 0.0715
2023-02-07 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 523 -7.94 0.0696
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 567 -18.65 0.0735
2022-08-12 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 697 6.57 0.0871
2022-05-13 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 654 -18.45 0.0863
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 0 0.00 802 5.25 0.0892
2021-10-27 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,860 -15 -0.17 762 2.14 0.0865
2021-08-05 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,875 -75 -0.84 746 12.35 0.0863
2021-05-03 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,950 -100 -1.10 664 8.32 0.0808
2021-02-12 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 613 31.83 0.0809
2020-11-12 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 465 -12.59 0.0702
2020-08-14 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 532 -4.66 0.0888
2020-05-11 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 558 -23.77 0.1095
2020-02-14 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 732 -6.27 0.1167
2019-11-13 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 781 13.68 0.1366
2019-08-05 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 687 0.73 0.1234
2019-05-08 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 0 0.00 682 14.24 0.1270
2019-02-13 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,050 -735 -7.51 597 -7.87 0.1234
2018-10-18 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,785 0 0.00 648 4.01 0.1270
2018-08-02 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,785 -200 -2.00 623 1.30 0.1317
2018-05-14 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,985 -725 -6.77 615 -9.96 0.1333
2018-02-02 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,710 -300 -2.72 683 -5.92 0.1458
2017-11-13 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,010 -160 -1.43 726 -1.22 0.1634
2017-08-11 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,170 0 0.00 735 5.76 0.1696
2017-05-12 2017-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,170 0 0.00 695 -3.34 0.1647
2017-02-13 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,170 0 0.00 719 0.00 0.1859
2016-10-25 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,170 -600 -5.10 719 -11.34 0.1948
2016-08-10 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,770 0 0.00 811 -8.15 0.2252
2016-05-13 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,770 -155 -1.30 883 -9.25 0.2557
2016-02-12 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,925 -1,700 -12.48 973 -4.98 0.2900
2015-11-12 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13,625 0 0.00 1,024 7.11 0.3406
2015-07-30 2015-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13,625 13,625 956 0.3008
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.