Equity Residential (EQR) Institutional Ownership

$67.13
+0.04 (+0.06%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
92.68%
Number of
Institutional Buyers
(last 12 months)
323
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$1.45B
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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
5/17/2024 iA Global Asset Management Inc.10,481$661K0.0%-11.9%0.003%
5/17/2024 Tidal Investments LLC111,779$7.05M0.1%+16.8%0.029%
5/16/2024 California State Teachers Retirement System559,263$35.30M0.0%-0.2%0.147%
5/16/2024 Meiji Yasuda Life Insurance Co4,550$287K0.0%N/A0.001%
5/16/2024 Janus Henderson Group PLC84,268$5.32M0.0%-39.4%0.022%
5/16/2024 King Street Capital Management L.P.135,000$8.52M2.5%N/A0.036%
5/16/2024 BROOKFIELD Corp ON 730,879$46.13M0.3%-18.9%0.193%
5/15/2024 Ascent Group LLC28,790$1.82M0.2%-37.0%0.008%
5/15/2024 Public Employees Retirement System of Ohio661,041$41.72M0.2%-2.5%0.174%
5/15/2024 Public Employees Retirement Association of Colorado49,199$3.11M0.0%-3.4%0.013%
5/15/2024 Bamco Inc. NY582,918$36.79M0.1%+3.3%0.154%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund11,390$719K0.0%-7.5%0.003%
5/15/2024 Kentucky Retirement Systems26,212$1.65M0.0%-5.2%0.007%
5/15/2024 Price T Rowe Associates Inc. MD20,267,675$1.28B0.2%+1.9%5.340%
5/15/2024 BOKF NA12,472$766K0.0%-36.3%0.003%
5/14/2024 Canada Pension Plan Investment Board4,941,360$311.85M0.3%+0.7%1.302%
5/14/2024 Westwood Holdings Group Inc.8,927$563K0.0%-91.2%0.002%
5/14/2024 Toronto Dominion Bank203,698$12.86M0.0%-12.7%0.054%
5/14/2024 Vident Advisory LLC72,628$4.58M0.1%+12.6%0.019%
5/14/2024 Castle Hook Partners LP32,113$2.03M0.1%N/A0.008%
5/14/2024 Natixis197,614$12.47M0.1%+49.8%0.052%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund458,048$28.91M0.1%-59.7%0.121%
5/14/2024 Saturna Capital Corp6,570$415K0.0%+18.3%0.002%
5/14/2024 CANADA LIFE ASSURANCE Co751,204$47.43M0.1%+2.3%0.198%
5/14/2024 American International Group Inc.90,495$5.71M0.0%-0.4%0.024%
5/14/2024 Twin Capital Management Inc.27,017$1.71M0.2%+8.6%0.007%
5/14/2024 RB Capital Management LLC14,680$926K0.2%-3.3%0.004%
5/13/2024 Bessemer Group Inc.3,278$207K0.0%+35.8%0.001%
5/13/2024 UniSuper Management Pty Ltd126,006$7.95M0.1%+14.6%0.033%
5/13/2024 O Shaughnessy Asset Management LLC28,396$1.79M0.0%+19.7%0.007%
5/11/2024 Nicola Wealth Management LTD.19,528$1.23M0.1%+29.1%0.005%
5/10/2024 Allstate Corp98,591$6.22M0.4%-11.0%0.026%
5/10/2024 Ontario Teachers Pension Plan Board41,137$2.60M0.0%+5.9%0.011%
5/10/2024 Acadian Asset Management LLC3,496$220K0.0%N/A0.001%
5/10/2024 Vanguard Group Inc.56,992,472$3.60B0.1%+0.1%15.016%
5/10/2024 Intech Investment Management LLC3,818$241K0.0%N/A0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp474,454$29.46M0.1%-10.3%0.125%
5/10/2024 Centersquare 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%
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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%
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%
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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%
(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, 629 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 ($1.28B), 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 532 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 101,594,654 shares in the last 24 months. This purchase volume represents approximately $6.46B in transactions.

Which Equity Residential major shareholders have been selling company stock?

Of the 379 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), JPMorgan Chase & Co. ($3.89M), Heitman Real Estate Securities LLC ($2.65M), BlackRock Inc. ($2.06M), Northern Trust Corp ($1.91M), Price T Rowe Associates Inc. MD ($1.89M), and Principal Financial Group Inc. ($1.66M).

How much institutional selling is happening at Equity Residential?

Institutional investors have sold a total of 51,816,014 shares in the last 24 months. This volume of shares sold represents approximately $3.21B in transactions.


This page (NYSE:EQR) was last updated on 5/18/2024 by MarketBeat.com Staff

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