Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionStifel Financial Corp
Latest Disclosed Ownership991,907 shares
Latest Disclosed Value $ 58,671,517
Stifel Financial Corp reports 911.66% increase in ownership of EQR / Equity Residential

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 991,907 shares of Equity Residential (MX:EQR) valued at $58,671,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 98,047 shares of Equity Residential. This represents a change in shares of 911.66% 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)
2026-05-12 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 991,907 893,860 911.66 58,672 849.37 0.0127
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 98,047 -9,675 -8.98 6,181 -11.36 0.0056
2025-11-12 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 107,722 58,611 119.34 6,973 110.38 0.0064
2025-08-14 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 49,111 1,457 3.06 3,314 -2.84 0.0032
2025-05-14 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 47,654 1,237 2.66 3,411 2.43 0.0036
2025-02-13 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 46,417 -191 -0.41 3,331 -4.03 0.0035
2024-11-14 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 46,608 -702 -1.48 3,470 5.79 0.0036
2024-08-13 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 47,310 287 0.61 3,280 10.55 0.0037
2024-05-14 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 47,023 -1,010 -2.10 2,968 1.02 0.0034
2024-02-12 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 48,033 -2,051 -4.10 2,937 -0.10 0.0037
2023-11-13 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 50,084 2,001 4.16 2,941 -7.28 0.0041
2023-08-14 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 48,083 -2,015 -4.02 3,172 5.52 0.0043
2023-05-12 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 50,098 -3,185 -5.98 3,006 -4.39 0.0043
2023-02-13 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 53,283 -11,589 -17.86 3,144 -27.93 0.0047
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 64,872 -16,342 -20.12 4,361 -25.66 0.0071
2022-08-15 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 81,214 -1,726 -2.08 5,866 -21.36 0.0092
2022-05-13 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 82,940 32,130 63.24 7,459 62.19 0.0102
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 50,810 11,306 28.62 4,599 43.85 0.0061
2021-11-15 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 39,504 -2,093 -5.03 3,197 -0.19 0.0047
2021-08-13 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 41,597 1,660 4.16 3,203 11.99 0.0048
2021-05-14 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 39,937 4,693 13.32 2,860 36.91 0.0047
2021-02-12 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 35,244 -76 -0.22 2,089 15.22 0.0037
2020-11-16 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 35,320 -10,090 -22.22 1,813 -32.12 0.0037
2020-08-14 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 45,410 -9,001 -16.54 2,671 -20.36 0.0061
2020-05-14 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 54,411 374 0.69 3,354 -23.28 0.0093
2020-02-13 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 54,037 -340 -0.63 4,372 -6.78 0.0091
2019-11-19 2019-09-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 54,377 -61 -0.11 4,690 13.37 0.0120
2019-11-13 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 54,372 -66 4,690 2,628.9801
2019-08-14 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 54,438 -782 -1.42 4,137 -0.62 0.0107
2019-05-14 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 55,220 2,270 4.29 4,163 19.01 0.0118
2019-02-13 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 52,950 51 0.10 3,498 -0.20 0.0113
2018-11-13 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 52,899 -293 -0.55 3,505 3.45 0.0100
2018-08-14 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 53,192 -2,993 -5.33 3,388 -2.14 0.0104
2018-05-11 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 56,185 -8,795 -13.53 3,462 -16.40 0.0109
2018-02-14 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 64,980 2,191 3.49 4,141 -0.05 0.0131
2017-11-13 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 62,789 2,237 3.69 4,143 3.83 0.0144
2017-08-14 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 60,552 227 0.38 3,990 6.29 0.0148
2017-05-10 2017-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 60,325 -60,507 -50.08 3,754 -51.62 0.0145
2017-02-16 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 120,832 -9,034 -6.96 7,760 -6.80 0.0329
2016-11-15 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 129,866 67,225 107.32 8,326 92.91 0.0374
2016-08-17 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 62,641 4,118 7.04 4,316 -1.71 0.0200
2016-05-16 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 58,523 6,796 13.14 4,391 4.03 0.0234
2016-03-21 2015-12-31 13F/A-2 EQUITY RESIDENTIAL SH BEN INT 29476L107 51,727 -2,140 -3.97 4,221 4.04 0.0220
2016-02-26 2015-12-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 51,647 -80 4,215 0.0220
2016-02-16 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 51,647 4,713
2015-11-16 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 53,867 -862 -1.58 4,057 5.87 0.0228
2015-08-17 2015-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 54,729 4,952 9.95 3,832 -1.14 0.0198
2015-08-17 2015-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 54,429 3,812
2015-05-14 2015-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 49,777 -1,679 -3.26 3,876 4.56 0.0212
2015-02-13 2014-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 51,456 48,179 1,470.22 3,707 1,735.15 0.0206
2014-11-13 2014-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,277 3,277 202 0.0018
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.