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Equity Residential (EQR) Institutional Ownership

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$70.61 +0.87 (+1.25%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$70.63 +0.02 (+0.03%)
As of 01/31/2025 05:44 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$4.18B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$1.54B
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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
1/31/2025Convergence Investment Partners LLC10,727$770K0.2%+15.6%0.003%
1/31/2025New York State Common Retirement Fund228,532$16.40M0.0%-2.6%0.060%
1/31/2025Kentucky Retirement Systems Insurance Trust Fund11,870$852K0.1%+17.5%0.003%
1/31/2025Truist Financial Corp11,335$813K0.0%-2.7%0.003%
1/31/2025CIBC Asset Management Inc53,221$3.82M0.0%+4.7%0.014%
1/31/2025Sanctuary Advisors LLC28,121$1.96M0.0%+35.5%0.007%
1/31/2025Catalyst Capital Advisors LLC1,088$78K0.0%+401.4%0.000%
1/31/2025Principal Financial Group Inc.7,897,863$566.75M0.3%+2.0%2.082%
1/31/2025State of New Jersey Common Pension Fund D156,083$11.20M0.0%+3.0%0.041%
1/31/2025Baillie Gifford & Co.14,831$1.06M0.0%-24.8%0.004%
1/30/2025 Principal Securities Inc.2,540$182K0.0%+33.3%0.001%
1/30/2025 Rhumbline Advisers704,909$50.58M0.0%-0.6%0.186%
1/30/2025 New Mexico Educational Retirement Board16,288$1.17M0.0%-3.6%0.004%
1/30/2025 Blue Trust Inc.988$71K0.0%-82.3%0.000%
1/30/2025 New York State Teachers Retirement System233,772$16.78M0.0%-16.5%0.062%
1/30/2025 Chevy Chase Trust Holdings LLC179,983$12.92M0.0%-2.0%0.047%
1/30/2025 Asset Management One Co. Ltd.696,540$49.86M0.2%+2.6%0.184%
1/29/2025 Van ECK Associates Corp165,057$11.84M0.0%-0.1%0.044%
1/29/2025 Allspring Global Investments Holdings LLC15,897$1.11M0.0%-6.8%0.004%
1/29/2025 Hartford Investment Management Co.21,002$1.51M0.0%-1.9%0.006%
1/29/2025 Louisiana State Employees Retirement System18,400$1.32M0.0%-4.2%0.005%
1/29/2025 Portfolio Design Labs LLC32,378$2.32M0.5%+32.4%0.009%
1/29/2025 Sovran Advisors LLC3,651$255K0.0%N/A0.001%
1/29/2025 Global Wealth Management Investment Advisory Inc.10,768$773K0.2%+12.7%0.003%
1/29/2025 Soltis Investment Advisors LLC45,932$3.30M0.3%+6.0%0.012%
1/28/2025 Coronation Fund Managers Ltd.109,376$7.85M0.5%-23.1%0.029%
1/28/2025 AlphaStar Capital Management LLC5,870$421K0.0%+32.4%0.002%
1/28/2025 Empowered Funds LLC7,263$516K0.0%+8.2%0.002%
1/28/2025 Wilmington Savings Fund Society FSB933$67K0.0%+143.6%0.000%
1/28/2025 Conning Inc.10,864$780K0.0%N/A0.003%
1/28/2025 Golden State Wealth Management LLC828$59K0.0%N/A0.000%
1/28/2025 Tobam470$34K0.0%-75.6%0.000%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd112,932$8.10M0.1%+6.3%0.030%
1/28/2025 Sumitomo Mitsui Trust Group Inc.2,011,368$144.34M0.1%+20.8%0.530%
1/27/2025 State of Alaska Department of Revenue221,175$15.87M0.2%-7.9%0.058%
1/27/2025 Vanderbilt University38,098$2.73M0.5%+2.5%0.010%
1/27/2025 Mirae Asset Global Investments Co. Ltd.50,789$3.63M0.0%+7.3%0.013%
1/27/2025 Spirit of America Management Corp NY32,415$2.33M0.5%+3.8%0.009%
1/27/2025 Yousif Capital Management LLC54,310$3.90M0.0%-3.6%0.014%
1/27/2025 Retirement Systems of Alabama271,230$19.46M0.1%-0.6%0.071%
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1/27/2025 E. Ohman J or Asset Management AB16,520$1.19M0.0%+18.0%0.004%
1/24/2025 abrdn plc263,083$18.79M0.0%+12.1%0.069%
1/24/2025 One Wealth Advisors LLC4,507$323K0.0%N/A0.001%
1/24/2025 U.S. Capital Wealth Advisors LLC61,971$4.45M0.1%+4.2%0.016%
1/24/2025 Greenleaf Trust3,696$265K0.0%+7.4%0.001%
1/24/2025 Richardson Financial Services Inc.650$47K0.0%-50.0%0.000%
1/24/2025 Tokio Marine Asset Management Co. Ltd.9,368$672K0.0%-4.5%0.002%
1/23/2025 Cibc World Market Inc.162,839$11.69M0.0%+10.1%0.043%
1/23/2025 Mediolanum International Funds Ltd17,849$1.27M0.0%-11.0%0.005%
1/23/2025 BDF Gestion67,540$4.85M0.5%-25.8%0.018%
1/23/2025 First Affirmative Financial Network5,343$383K0.2%-4.8%0.001%
1/23/2025 Forsta AP Fonden134,400$9.65M0.1%+43.0%0.035%
1/23/2025 Robeco Institutional Asset Management B.V.615,800$44.19M0.1%-0.7%0.162%
1/23/2025 Sumitomo Life Insurance Co.6,624$475K0.0%-3.9%0.002%
1/22/2025 Perigon Wealth Management LLC80,415$5.65M0.1%+1.0%0.021%
1/22/2025 Vert Asset Management LLC150,245$10.78M3.7%+7.5%0.040%
1/22/2025 Pacer Advisors Inc.28,478$2.04M0.0%+12.5%0.008%
1/22/2025 KBC Group NV691,061$49.59M0.1%+100.9%0.182%
1/22/2025 Blue Trust Inc.7,397$551K0.0%+32.4%0.002%
1/22/2025 Kingswood Wealth Advisors LLC12,508$898K0.1%-9.2%0.003%
1/21/2025 Presima Securities ULC231,187$16.59M4.1%-14.3%0.061%
1/21/2025 Exchange Traded Concepts LLC6,628$476K0.0%-8.2%0.002%
1/17/2025 Inspire Investing LLC37,915$2.72M0.3%-6.1%0.010%
1/17/2025 SG Americas Securities LLC14,340$1.03M0.0%-74.2%0.004%
1/17/2025 Dakota Wealth Management6,610$474K0.0%-88.2%0.002%
1/17/2025 Nisa Investment Advisors LLC156,567$11.24M0.0%-5.7%0.041%
1/17/2025 Atomi Financial Group Inc.3,707$266K0.0%+8.3%0.001%
1/16/2025 Seven Post Investment Office LP314,063$22.54M8.6%+0.7%0.083%
1/16/2025 Aurora Investment Managers LLC.55,308$3.97M2.4%+5.3%0.015%
1/16/2025 Sarasin & Partners LLP97,124$6.97M0.1%-1.1%0.026%
1/16/2025 LVW Advisors LLC10,091$724K0.1%+7.2%0.003%
1/16/2025 Grove Bank & Trust610$44K0.0%+208.1%0.000%
1/15/2025 Ameritas Advisory Services LLC10,454$750K0.0%+7.9%0.003%
1/15/2025 Arkadios Wealth Advisors8,003$574K0.0%-4.1%0.002%
1/15/2025 Merit Financial Group LLC4,893$351K0.0%N/A0.001%
1/15/2025 Avanza Fonder AB27,828$2.00M0.1%N/A0.007%
1/14/2025 Contravisory Investment Management Inc.103,872$7.45M1.6%+0.7%0.027%
1/14/2025 Park Avenue Securities LLC8,706$625K0.0%+87.2%0.002%
1/13/2025 FNY Investment Advisers LLC450$32K0.0%-50.5%0.000%
1/13/2025 AdvisorNet Financial Inc722$52K0.0%+25.3%0.000%
1/13/2025 Czech National Bank74,027$5.31M0.0%+6.5%0.020%
1/6/2025 Pensionfund DSM Netherlands54,556$3.92M2.4%-19.2%0.014%
1/6/2025 Nordea Investment Management AB32,658$2.34M0.0%+3.1%0.009%
1/3/2025 Everence Capital Management Inc.6,790$487K0.0%-9.5%0.002%
1/3/2025 GAMMA Investing LLC6,966$500K0.0%+9.9%0.002%
12/26/2024JPMorgan Chase & Co.4,074,108$303.36M0.0%-58.6%1.074%
12/6/2024 Retirement Systems of Alabama272,835$20.32M0.1%-1.4%0.072%
11/27/2024Franklin Resources Inc.182,397$13.43M0.0%+4.6%0.048%
11/26/2024Peapack Gladstone Financial Corp4,792$356K0.0%-8.3%0.001%
11/25/2024Synovus Financial Corp17,195$1.28M0.0%+104.6%0.005%
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11/25/2024Tidal Investments LLC129,258$9.63M0.1%+12.3%0.034%
11/25/2024 Wilmington Savings Fund Society FSB383$29K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC20,752$1.57M0.0%+69.8%0.005%
11/19/2024Unigestion Holding SA6,491$483K0.0%N/A0.002%
11/19/2024TCW Group Inc.59,299$4.42M0.0%-6.6%0.016%
11/18/2024 Soltis Investment Advisors LLC43,324$3.23M0.3%N/A0.011%
11/18/2024Teachers Retirement System of The State of Kentucky25,514$1.90M0.0%-6.8%0.007%
11/18/2024Toronto Dominion Bank169,906$12.65M0.0%+0.5%0.045%
11/18/2024Coldstream Capital Management Inc.61,538$4.58M0.1%+1,737.0%0.016%
11/16/2024Geode Capital Management LLC9,353,944$694.44M0.1%+1.4%2.465%
(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, 625 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 ($1.80B), Price T Rowe Associates Inc. MD ($1.28B), APG Asset Management US Inc. ($788.26M), and Geode Capital Management LLC ($694.44M).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 518 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), Principal Financial Group Inc. ($6.85M), Bank Julius Baer & Co. Ltd Zurich ($6.78M), JPMorgan Chase & Co. ($5.44M), Chai Trust Co. LLC ($4.19M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($3.79M), and FMR LLC ($3.54M).

How much institutional buying is happening at Equity Residential?

Institutional investors have bought a total of 109,752,549 shares in the last 24 months. This purchase volume represents approximately $7.03B in transactions.

Which Equity Residential major shareholders have been selling company stock?

Of the 356 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: JPMorgan Chase & Co. ($9.66M), Bank of America Corp DE ($8.29M), Heitman Real Estate Securities LLC ($2.65M), Price T Rowe Associates Inc. MD ($1.79M), Principal Financial Group Inc. ($1.66M), Northern Trust Corp ($1.62M), and Resolution Capital Ltd ($1.22M).

How much institutional selling is happening at Equity Residential?

Institutional investors have sold a total of 54,884,118 shares in the last 24 months. This volume of shares sold represents approximately $3.47B in transactions.



This page (NYSE:EQR) was last updated on 2/1/2025 by MarketBeat.com Staff
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