Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionLPL Financial LLC
Latest Disclosed Ownership67,203 shares
Latest Disclosed Value $ 3,975,018
LPL Financial LLC reports 0.47% increase in ownership of EQR / Equity Residential

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 67,203 shares of Equity Residential (MX:EQR) valued at $3,975,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 66,889 shares of Equity Residential. This represents a change in shares of 0.47% 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)
2026-05-06 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 67,203 314 0.47 3,975 -5.72 0.0011
2026-02-11 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 66,889 -3,695 -5.23 4,217 -7.71 0.0012
2025-11-12 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 70,584 7,080 11.15 4,569 6.60 0.0013
2025-08-12 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 63,504 1,525 2.46 4,286 -3.40 0.0014
2025-05-07 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 61,979 1,080 1.77 4,436 1.51 0.0017
2025-02-11 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 60,899 3,392 5.90 4,370 2.08 0.0018
2024-11-08 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 57,507 978 1.73 4,282 9.24 0.0019
2024-08-07 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 56,529 2,751 5.12 3,920 15.50 0.0020
2024-05-10 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 53,778 -6,532 -10.83 3,394 -8.00 0.0018
2024-02-14 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 60,310 -1,613 -2.60 3,689 1.46 0.0022
2023-11-13 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 61,923 -1,669 -2.62 3,635 -13.35 0.0025
2023-07-31 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 63,592 2,859 4.71 4,195 15.15 0.0030
2023-05-10 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 60,733 694 1.16 3,644 2.85 0.0028
2023-02-07 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 60,039 1,906 3.28 3,542 -9.37 0.0030
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 58,133 10,206 21.29 3,908 12.92 0.0038
2022-08-12 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 47,927 2,480 5.46 3,461 -15.32 0.0033
2022-05-16 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 45,447 1,742 3.99 4,087 3.34 0.0035
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 43,705 -52 -0.12 3,955 11.69 0.0033
2021-11-15 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 43,757 2,350 5.68 3,541 11.07 0.0033
2021-08-13 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 41,407 2,817 7.30 3,188 15.34 0.0032
2021-05-14 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 38,590 6,699 21.01 2,764 46.24 0.0032
2021-02-12 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 31,891 22,438 237.36 1,890 289.69 0.0024
2020-11-09 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,453 -23,579 -71.38 485 -75.04 0.0008
2020-08-13 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 33,032 751 2.33 1,943 -2.46 0.0034
2020-05-14 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 32,281 -3,810 -10.56 1,992 -31.78 0.0043
2020-02-14 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 36,091 -2,064 -5.41 2,920 -11.27 0.0053
2019-11-13 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 38,155 2,823 7.99 3,291 22.71 0.0067
2019-08-09 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 35,332 6,334 21.84 2,682 22.80 0.0057
2019-05-08 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 28,998 3,203 12.42 2,184 28.24 0.0050
2019-02-07 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 25,795 7,039 37.53 1,703 37.01 0.0045
2018-11-14 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 18,756 228 1.23 1,243 5.34 0.0030
2018-08-14 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 18,528 -34 -0.18 1,180 3.15 0.0031
2018-05-15 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 18,562 7,928 74.55 1,144 68.73 0.0031
2018-02-14 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,634 293 2.83 678 -0.59 0.0021
2017-11-14 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,341 1,948 23.21 682 23.33 0.0024
2017-08-14 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,393 1,455 20.97 553 28.31 0.0021
2017-05-15 2017-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,938 6,938 431 0.0029
2016-08-15 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -13,922 -100.00 0 -100.00
2016-05-16 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13,922 3,524 33.89 1,031 21.58 0.0029
2016-02-12 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,398 5,240 101.59 848 115.23 0.0024
2015-11-13 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,158 -363 -6.57 394 -1.99 0.0022
2015-08-14 2015-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,521 -8,517 -60.67 402 -63.09 0.0020
2015-05-14 2015-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 14,038 199 1.44 1,089 9.56 0.0056
2015-02-13 2014-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13,839 7,782 128.48 994 164.36 0.0054
2014-11-10 2014-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,057 -304 -4.78 376 -6.23 0.0022
2014-08-05 2014-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 6,361 -312 -4.68 401 3.62 0.0023
2014-08-05 2014-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,361 1,693
2014-05-12 2014-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,673 1,893 39.60 387 56.05 0.0024
2014-02-13 2013-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,780 -301 -5.92 248 -8.82 0.0015
2013-11-04 2013-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,081 65 1.30 272 -6.53 0.0018
2013-08-15 2013-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,016 5,016 291 0.0021
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.