Equity Residential
US ˙ NYSE ˙ US29476L1070

SecurityEQR / Equity Residential
InstitutionInvesco Ltd.
Latest Disclosed Ownership5,453,211 shares
Latest Disclosed Value $ 322,557,424
Invesco Ltd. reports 37.97% increase in ownership of EQR / Equity Residential

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 5,453,211 shares of Equity Residential (US:EQR) valued at $322,557,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 3,952,502 shares of Equity Residential. This represents a change in shares of 37.97% during the quarter. The current value of the position is $360,675,376 USD.

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 5,453,211 1,500,709 37.97 322,557 29.46 0.0061
2026-02-19 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,952,502 -2,078,366 -34.46 249,166 -36.17 0.0382
2025-11-13 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,030,868 -1,988,158 -24.79 390,378 -27.87 0.0615
2025-08-13 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,019,026 1,384,580 20.87 541,204 13.96 0.0920
2025-05-12 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,634,446 112,004 1.72 474,894 1.46 0.0900
2025-02-13 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,522,442 696,343 11.95 468,050 7.89 0.0865
2024-11-12 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,826,099 -1,294,148 -18.18 433,811 -12.13 0.0838
2024-08-13 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,120,247 1,400,190 24.48 493,718 36.77 0.1044
2024-05-14 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,720,057 1,987,571 53.25 360,993 58.14 0.0775
2024-02-13 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,732,486 1,280,409 52.22 228,279 58.57 0.0543
2023-11-13 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,452,077 -926,905 -27.43 143,961 -35.42 0.0388
2023-08-11 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,378,982 -47,497 -1.39 222,911 8.43 0.0584
2023-05-12 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,426,479 -170,880 -4.75 205,589 -3.14 0.0573
2023-02-13 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,597,359 -367,940 -9.28 212,244 -20.37 0.0622
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,965,299 44,975 1.15 266,548 -5.86 0.0858
2022-08-15 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,920,324 272,602 7.47 283,127 -13.68 0.0858
2022-05-16 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,647,722 943,870 34.91 328,002 34.04 0.0837
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,703,852 44,980 1.69 244,699 13.73 0.0590
2021-11-15 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,658,872 317,401 13.56 215,156 19.34 0.0545
2021-08-17 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,341,471 -740,519 -24.03 180,293 -18.33 0.0443
2021-05-17 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,081,990 -58,904 -1.88 220,763 18.57 0.0589
2021-02-16 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,140,894 -2,608,196 -45.37 186,191 -36.91 0.0542
2020-11-16 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,749,090 -1,145,648 -16.62 295,101 -27.23 0.0998
2020-08-14 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,894,738 818,510 13.47 405,549 8.16 0.1450
2020-05-15 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,076,228 2,101,662 52.88 374,962 16.59 0.1578
2020-02-14 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,974,566 -1,261,996 -24.10 321,621 -28.80 0.0999
2019-11-14 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,236,562 -1,491,132 -22.16 451,707 -11.56 0.1181
2019-08-14 2019-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 6,727,694 260,355 4.03 510,766 4.85 0.1315
2019-08-14 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,727,694 -6,455,047 510,766
2019-05-15 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,467,339 -183,841 -2.76 487,120 10.95 0.1643
2019-02-14 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,651,180 -447,275 -6.30 439,043 -6.66 0.1681
2018-11-14 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,098,455 321,942 4.75 470,345 8.98 0.1480
2018-08-14 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,776,513 -2,914,427 -30.07 431,598 -27.72 0.1428
2018-05-15 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,690,940 667,176 7.39 597,155 3.77 0.2232
2018-02-14 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,023,764 -1,565,780 -14.79 575,444 -17.58 0.2075
2017-11-14 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,589,544 517,497 5.14 698,169 5.30 0.2579
2017-08-14 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,072,047 1,029,557 11.39 663,042 17.85 0.2063
2017-05-15 2017-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,042,490 871,414 10.66 562,624 6.99 0.1847
2017-02-14 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,171,076 665,837 8.87 525,890 8.92 0.1767
2016-11-14 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,505,239 250,761 3.46 482,813 -3.38 0.1659
2016-08-15 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,254,478 1,518,316 26.47 499,688 16.10 0.1836
2016-05-16 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,736,162 1,064,984 22.80 430,385 12.93 0.1749
2016-02-16 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,671,178 -1,047,771 -18.32 381,121 -11.29 0.1521
2015-11-16 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,718,949 -877,948 -13.31 429,606 -7.19 0.1823
2015-08-14 2015-06-30 13F EQUITY RESIDENTIAL COMMON 29476L107 6,596,897 -561,535 -7.84 462,904 -16.95 0.1817
2015-05-15 2015-03-31 13F EQUITY RESIDENTIAL COMMON 29476L107 7,158,432 -242,287 -3.27 557,354 4.83 0.2157
2015-02-13 2014-12-31 13F EQUITY RESIDENTIAL COMMON 29476L107 7,400,719 -705,188 -8.70 531,670 6.51 0.2054
2014-11-14 2014-09-30 13F EQUITY RESIDENTIAL COMMON 29476L107 8,105,907 641,603 8.60 499,161 6.15 0.1993
2014-08-14 2014-06-30 13F EQUITY RESIDENTIAL COMMON 29476L107 7,464,304 213,265 2.94 470,252 11.83 0.1850
2014-05-15 2014-03-31 13F EQUITY RESIDENTIAL COMMON 29476L107 7,251,039 84,488 1.18 420,489 13.12 0.1706
2014-02-13 2013-12-31 13F EQUITY RESIDENTIAL COMMON 29476L107 7,166,551 -3,213,612 -30.96 371,729 -33.15 0.1476
2013-11-13 2013-09-30 13F EQUITY RESIDENTIAL COMMON 29476L107 10,380,163 -1,804,141 -14.81 556,065 -21.40 0.2417
2013-08-14 2013-06-30 13F EQUITY RESIDENTIAL COMMON 29476L107 12,184,304 12,184,304 707,423 0.3298
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.