Equity Residential (EQR) Institutional Ownership

$66.80
-0.24 (-0.36%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Equity Residential (NYSE:EQR)

Current
Institutional Ownership
Percentage
92.68%
Number of
Institutional Buyers
(last 12 months)
337
Total
Institutional Inflows
(last 12 months)
$4.69B
Number of
Institutional Sellers
(last 12 months)
254
Total
Institutional Outflows
(last 12 months)
$1.58B
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EQR Institutional Buying and Selling by Quarter

Equity Residential Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Mitsubishi UFJ Trust & Banking Corp474,454$29.46M0.1%-10.3%0.125%
5/10/2024Centersquare Investment Management LLC4,605,269$296.58M3.2%-16.7%1.213%
5/9/2024 Orion Portfolio Solutions LLC34,872$2.20M0.0%-3.2%0.009%
5/9/2024 Blair William & Co. IL16,809$1.06M0.0%-25.0%0.004%
5/9/2024 First Eagle Investment Management LLC9,338,926$589.38M1.3%+0.1%2.460%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.624,866$39.44M0.1%+13.2%0.165%
5/9/2024 State Board of Administration of Florida Retirement System448,444$26.91M0.1%+4.2%0.118%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.324,313$20.47M0.1%-3.7%0.085%
5/8/2024 Entropy Technologies LP26,490$1.67M0.2%N/A0.007%
5/8/2024 Baron Wealth Management LLC3,580$226K0.1%+8.8%0.001%
5/8/2024 ProShare Advisors LLC79,910$5.04M0.0%-0.7%0.021%
5/8/2024 Avantax Advisory Services Inc.8,643$545K0.0%+10.0%0.002%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS141,873$8.95M0.1%-1.1%0.037%
5/8/2024 US Bancorp DE30,960$1.95M0.0%-54.2%0.008%
5/8/2024 Russell Investments Group Ltd.404,302$25.51M0.0%+50.5%0.107%
5/8/2024 QRG Capital Management Inc.77,019$4.86M0.1%+200.9%0.020%
5/8/2024 Inspire Investing LLC49,588$3.13M0.3%+11.2%0.013%
5/8/2024 Inspire Advisors LLC8,131$513K0.1%+18.5%0.002%
5/7/2024 Sei Investments Co.1,061,862$67.01M0.1%+77.5%0.280%
5/7/2024 Chilton Capital Management LLC124,695$7.92M0.4%-10.1%0.033%
5/7/2024Susquehanna Fundamental Investments LLC110,900$7.00M0.3%N/A0.029%
5/7/2024 Swiss National Bank1,080,250$68.18M0.0%-4.1%0.285%
5/7/2024 Forsta AP Fonden74,900$4.73M0.0%+6.5%0.020%
5/7/2024 Illinois Municipal Retirement Fund116,790$7.37M0.1%+72.2%0.031%
5/7/2024 Mystic Asset Management Inc.5,450$344K0.1%+3.8%0.001%
5/7/2024 SG Americas Securities LLC444,791$28.07M0.1%+793.8%0.117%
5/7/2024 Empowered Funds LLC5,620$355K0.0%+32.8%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.3,172$200K0.0%-6.9%0.001%
5/4/2024 Howland Capital Management LLC5,779$369K0.0%-3.3%0.002%
5/4/2024 Richardson Financial Services Inc.650$41K0.0%N/A0.000%
5/3/2024 Mediolanum International Funds Ltd20,983$1.31M0.0%N/A0.006%
5/3/2024 Coronation Fund Managers Ltd.130,712$8.25M0.2%N/A0.034%
5/3/2024 Chevy Chase Trust Holdings LLC191,922$12.11M0.0%-1.0%0.051%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S5,048$319K0.0%+104.8%0.001%
5/2/2024 Mutual of America Capital Management LLC45,256$2.86M0.0%-2.1%0.012%
5/2/2024 FORA Capital LLC17,484$1.10M0.1%-62.8%0.005%
5/2/2024 Daiwa Securities Group Inc.245,812$15.51M0.1%+74.6%0.065%
5/2/2024 Fidelis Capital Partners LLC423$27K0.0%N/A0.000%
5/2/2024 Tobam2,539$160K0.0%+10.7%0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.8,706$549K0.0%-3.5%0.002%
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5/1/2024 Janney Montgomery Scott LLC3,937$249K0.0%-25.2%0.001%
5/1/2024 BNP Paribas Financial Markets569,829$35.96M0.0%+36.6%0.150%
5/1/2024 Mirae Asset Global Investments Co. Ltd.105,753$6.27M0.0%+8.0%0.028%
5/1/2024 Baillie Gifford & Co.17,469$1.10M0.0%+32.3%0.005%
4/30/2024 Consolidated Portfolio Review Corp5,056$319K0.1%+33.1%0.001%
4/30/2024 Chai Trust Co. LLC1,210,706$76.41M6.6%-5.0%0.319%
4/30/2024 Norden Group LLC6,564$414K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp152,212$9.61M0.0%+3.8%0.040%
4/30/2024 Arkadios Wealth Advisors9,163$578K0.0%-2.8%0.002%
4/30/2024 Perigon Wealth Management LLC43,704$2.76M0.1%+1.3%0.012%
4/29/2024Commonwealth Equity Services LLC52,707$3.33M0.0%-10.1%0.014%
4/29/2024 Principal Financial Group Inc.1,228,572$77.54M0.0%-55.2%0.324%
4/26/2024 Securian Asset Management Inc.20,311$1.28M0.0%-6.9%0.005%
4/26/2024Prestige Wealth Management Group LLC4,166$266K0.1%+69,333.3%0.001%
4/26/2024 Yousif Capital Management LLC58,641$3.70M0.0%-1.5%0.015%
4/26/2024 SYSTM Wealth Solutions LLC983$62K0.0%-15.9%0.000%
4/26/2024 Sumitomo Life Insurance Co.7,744$489K0.0%-5.3%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.5,550$350K0.0%N/A0.001%
4/26/2024 Checchi Capital Advisers LLC3,369$213K0.0%N/A0.001%
4/25/2024 Lindbrook Capital LLC514$32K0.0%-28.2%0.000%
4/25/2024 New York State Teachers Retirement System330,340$20.85M0.0%-5.0%0.087%
4/25/2024 Bank of New York Mellon Corp2,473,814$156.12M0.0%-4.2%0.653%
4/25/2024 Carmel Capital Partners LLC5,886$371K0.2%+11.8%0.002%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 212,734$13.43M0.0%+1.7%0.056%
4/25/2024 Seven Post Investment Office LP303,239$19.14M4.7%+1.1%0.080%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund88,766$5.60M0.1%-2.3%0.023%
4/24/2024 Dakota Wealth Management40,920$2.59M0.1%+51.2%0.011%
4/23/2024 IRON Financial LLC10,780$680K0.4%N/A0.003%
4/23/2024 Louisiana State Employees Retirement System20,100$1.27M0.0%-3.8%0.005%
4/23/2024 Amalgamated Bank73,021$4.61M0.0%-16.6%0.019%
4/23/2024 New Mexico Educational Retirement Board17,388$1.10M0.0%-2.2%0.005%
4/23/2024 Fifth Third Bancorp6,077$384K0.0%+7.1%0.002%
4/23/2024 TAP Consulting LLC55,517$3.50M0.8%+17.3%0.015%
4/22/2024 PFG Investments LLC5,268$332K0.0%N/A0.001%
4/22/2024 Raymond James & Associates184,565$11.65M0.0%+24.6%0.049%
4/19/2024 ZRC Wealth Management LLC1,689$107K0.1%N/A0.000%
4/19/2024 First Trust Direct Indexing L.P.9,211$581K0.0%+16.9%0.002%
4/19/2024 Norden Group LLC6,564$414K0.0%N/A0.002%
4/19/2024 State of Alaska Department of Revenue250,021$15.78M0.2%-3.9%0.066%
4/19/2024 Azzad Asset Management Inc. ADV30,219$1.91M0.2%-27.6%0.008%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,201,321$75.82M0.1%-1.6%0.317%
4/18/2024 Naviter Wealth LLC22,473$1.43M0.2%+25.7%0.006%
4/18/2024 Allspring Global Investments Holdings LLC16,675$1.05M0.0%-61.6%0.004%
4/18/2024 Diversified Trust Co11,688$738K0.0%N/A0.003%
4/18/2024 Successful Portfolios LLC3,374$213K0.1%-5.8%0.001%
4/18/2024 LVW Advisors LLC6,156$389K0.1%+67.7%0.002%
4/15/2024 Vert Asset Management LLC149,842$9.46M4.0%+8.1%0.039%
4/15/2024 Kingswood Wealth Advisors LLC9,467$597K0.1%-39.8%0.002%
4/15/2024 Hazelview Securities Inc.311,933$19.17M3.6%-8.2%0.082%
4/13/2024 Sarasin & Partners LLP80,079$5.05M0.0%+5.0%0.021%
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4/11/2024 Aurora Investment Managers LLC.46,261$2.92M2.0%+22.6%0.012%
4/11/2024 Wynn Capital LLC4,362$275K0.2%-7.0%0.001%
4/10/2024 Park Avenue Securities LLC6,106$385K0.0%+34.5%0.002%
4/10/2024 Czech National Bank60,730$3.83M0.0%+0.3%0.016%
4/8/2024Pensionfund Sabic32,853$2.07M0.6%+27.1%0.009%
4/5/2024 GAMMA Investing LLC3,809$240K0.0%+10.2%0.001%
4/3/2024Pensionfund DSM Netherlands67,556$4.26M2.3%+11.6%0.018%
3/27/2024Nomura Holdings Inc.61,330$3.75M0.0%N/A0.016%
3/25/2024Quadrature Capital Ltd8,316$509K0.0%N/A0.002%
3/22/2024PNC Financial Services Group Inc.49,936$3.05M0.0%-16.5%0.013%
(Data available from 1/1/2016 forward)

EQR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQR shares?

During the previous two years, 638 institutional investors and hedge funds held shares of Equity Residential. The most heavily invested institutionals were Vanguard Group Inc. ($3.60B), BlackRock Inc. ($2.66B), Norges Bank ($2.14B), State Street Corp ($1.67B), Price T Rowe Associates Inc. MD ($1.08B), APG Asset Management US Inc. ($709.35M), and First Eagle Investment Management LLC ($589.38M).Learn more on EQR's institutional investors.

What percentage of Equity Residential stock is owned by institutional investors?

92.68% of Equity Residential stock is owned by institutional investors. Learn more on EQR's institutional investor holdings.

Which institutional investors have been buying Equity Residential stock?

Of the 537 institutional investors that purchased Equity Residential stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($35.05M), Bank Julius Baer & Co. Ltd Zurich ($6.78M), JPMorgan Chase & Co. ($5.44M), Chai Trust Co. LLC ($4.19M), D1 Capital Partners L.P. ($2.94M), First Eagle Investment Management LLC ($2.51M), and Bank of America Corp DE ($2.18M).

How much institutional buying is happening at Equity Residential?

Institutional investors have bought a total of 106,974,753 shares in the last 24 months. This purchase volume represents approximately $6.97B in transactions.

Which Equity Residential major shareholders have been selling company stock?

Of the 394 institutional investors that sold Equity Residential stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($8.29M), BlackRock Inc. ($4.26M), JPMorgan Chase & Co. ($3.90M), Cohen & Steers Inc. ($3.16M), Heitman Real Estate Securities LLC ($2.65M), Northern Trust Corp ($1.91M), and Price T Rowe Associates Inc. MD ($1.89M).

How much institutional selling is happening at Equity Residential?

Institutional investors have sold a total of 58,037,895 shares in the last 24 months. This volume of shares sold represents approximately $3.80B in transactions.


This page (NYSE:EQR) was last updated on 5/10/2024 by MarketBeat.com Staff

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