Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionOssiam
Latest Disclosed Ownership25,622 shares
Latest Disclosed Value $ 1,515,541
Ossiam reports 20.34% increase in ownership of EQR / Equity Residential

On May 14, 2026 - Ossiam filed a 13F-HR form disclosing ownership of 25,622 shares of Equity Residential (MX:EQR) valued at $1,515,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,292 shares of Equity Residential. This represents a change in shares of 20.34% 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 25,622 4,330 20.34 1,516 12.89 0.0267
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,292 -790 -3.58 1,342 -6.09 0.0268
2025-11-14 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 22,082 -6,013 -21.40 1,429 -24.63 0.0184
2025-08-13 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 28,095 3,444 13.97 1,896 7.48 0.0213
2025-05-14 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 24,651 -4,914 -16.62 1,765 -16.83 0.0246
2025-02-13 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 29,565 1,076 3.78 2,122 0.00 0.0366
2024-11-13 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 28,489 745 2.69 2,121 10.30 0.0410
2024-08-13 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 27,744 2,563 10.18 1,924 21.02 0.0365
2024-05-13 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 25,181 17,768 239.69 1,589 250.77 0.0278
2024-02-13 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,413 -14,379 -65.98 453 -64.58 0.0073
2023-11-14 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,792 12,144 125.87 1,279 101.10 0.0226
2023-08-11 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,648 -16,369 -62.92 636 -59.26 0.0114
2023-05-12 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 26,017 21,110 430.20 1,561 440.14 0.0324
2023-02-13 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,907 2,243 84.20 290 61.45 0.0075
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,664 760 39.92 179 29.71 0.0052
2022-08-12 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,904 -17,585 -90.23 138 -92.12 0.0042
2022-05-13 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 19,489 -39,752 -67.10 1,752 -67.32 0.0458
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 59,241 29,712 100.62 5,361 124.40 0.1405
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 29,529 -7,409 -20.06 2,389 -23.13 0.0676
2021-08-13 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 36,938 21,740 143.05 3,108 185.40 0.0843
2021-05-17 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 15,198 15,198 1,089 0.0339
2021-02-12 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -15,496 -100.00 0 -100.00
2020-11-12 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 15,496 -19,811 -56.11 795 -61.72 0.0333
2020-08-13 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 35,307 32,550 1,180.63 2,077 1,121.76 0.1328
2020-05-14 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,757 -53,835 -95.13 170 -96.29 0.0116
2020-02-14 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 56,592 -7,465 -11.65 4,579 -17.14 0.3491
2019-11-13 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 64,057 29,568 85.73 5,526 111.08 0.3854
2019-08-13 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 34,489 15,464 81.28 2,618 82.69 0.2038
2019-05-15 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 19,025 -4,624 -19.55 1,433 -8.20 0.1183
2019-02-14 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,649 23,649 1,561 0.2347
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.