Morgan Stanley ownership in EQR / Equity Residential

Equity Residential

DE ˙ DB ˙ US29476L1070

57,64 € ↑0,54 (0,95%)

2026-06-04
DEL PRIS

Security	DE:EQR / Equity Residential
Institution	Morgan Stanley
Latest Disclosed Ownership	15,886,202 shares
Ownership	4.40%

2015-02-12 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 15,886,202 shares of Equity Residential (DE:EQR). This represents 4.4 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Latest Shares	Ownership (Percent)
2015-02-12	2015-02-12	13G/A	15,886,202	4.40
2014-02-11	2014-02-11	13G/A	18,628,585	5.20
2013-02-13	2013-02-13	13G	17,037,440	5.20
2012-02-08	2012-02-08	13G/A	14,093,965	4.80

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,481,129	210,506	4.93	265,059	-1.55	0.0160
2026-05-27	2025-12-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,270,623	561,032	15.12	269,220	12.12	0.0161
2026-02-13	2025-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,270,623	561,032		269,220		0.0161
2026-05-27	2025-09-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,709,591	36,367	0.99	240,122	-3.14	0.0145
2025-11-14	2025-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,709,591	36,367		240,122		0.0145
2025-08-15	2025-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,673,224	-215,459	-5.54	247,906	-10.94	0.0161
2025-05-15	2025-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,888,683	351,601	9.94	278,352	9.66	0.0199
2025-05-15	2024-12-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,537,082	217,338	6.55	253,821	2.68	0.0178
2025-02-14	2024-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,537,082	217,338		253,821		0.0178
2025-05-14	2024-09-30	13F/A-2	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,319,744	-16,458	-0.49	247,188	6.85	0.0179
2025-02-14	2024-09-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,319,744	-16,458		247,188		0.0179
2024-11-14	2024-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,319,744	-16,458		247,188		0.0021
2025-05-14	2024-06-30	13F/A-2	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,336,202	163,379	5.15	231,332	15.53	0.0179
2024-10-17	2024-06-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,336,202	163,379		231,332		0.0179
2024-08-14	2024-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,336,202	163,379		231,332		0.0179
2024-10-17	2024-03-31	13F/A-2	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,172,823	-801,294	-20.16	200,237	-17.62	0.0161
2024-08-16	2024-03-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,172,823	-801,294		200,237		0.0019
2024-05-15	2024-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,172,823	-801,294		200,237		0.0161
2024-08-16	2023-12-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,974,117	-162,749	-3.93	243,057	0.07	0.0214
2024-02-13	2023-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,974,117	-162,749		243,057		0.0214
2023-11-15	2023-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,136,866	203,470	5.17	242,876	-6.40	0.0247
2023-08-14	2023-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,933,396	444,931	12.75	259,486	23.97	0.0256
2023-05-15	2023-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,488,465	-2,063,137	-37.16	209,308	-36.10	0.0224
2023-02-14	2022-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	5,551,602	891,918	19.14	327,545	4.57	0.0372
2022-11-14	2022-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,659,684	44,507	0.96	313,223	-6.03	0.0427
2022-10-27	2022-06-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,615,177	948,813	25.88	333,309	1.10	0.0433
2022-08-15	2022-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,615,177	948,813		333,309		0.0433
2022-10-27	2022-03-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,666,364	77,397	2.16	329,680	1.50	0.0445
2022-05-13	2022-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,666,364	77,397		329,680		0.0445
2022-02-14	2021-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,588,967	1,349,047	60.23	324,801	79.20	0.0401
2021-11-15	2021-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	2,239,920	534,270	31.32	181,254	38.01	0.0244
2021-08-23	2021-06-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	1,705,650	447,952	35.62	131,336	45.78	0.0173
2021-08-16	2021-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	1,705,650	447,952		131,336		0.0036
2021-05-17	2021-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	1,257,698	-2,014,485	-61.56	90,089	-53.56	0.0132
2021-02-16	2020-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,272,183	383,695	13.28	193,974	30.83	0.0300
2020-11-13	2020-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	2,888,488	-1,293,763	-30.93	148,266	-39.73	0.0287
2020-08-14	2020-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,182,251	1,269,027	43.56	246,000	36.84	0.0545
2020-05-26	2020-03-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	2,913,224	-1,001,280	-25.58	179,774	-43.25	0.0489
2020-05-15	2020-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	2,913,224	-1,001,280		179,774		13,810.3909
2020-02-14	2019-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,914,504	20,781	0.53	316,762	-5.69	0.0737
2019-11-14	2019-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,893,723	235,898	6.45	335,873	20.95	0.0889
2019-08-14	2019-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,657,825	-364,298	-9.06	277,702	-8.33	0.0739
2019-05-15	2019-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,022,123	-435,991	-9.78	302,947	2.95	0.0858
2019-02-14	2018-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,458,114	-1,628,815	-26.76	294,280	-27.04	0.0881
2019-04-23	2018-09-30	13F/A-2	EQUITY RESIDENTIAL	SH BEN INT	29476L107	6,086,929	901,037	17.37	403,319	22.11	0.1009
2018-11-20	2018-09-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	6,086,929	0		403,319		0.1009
2018-11-14	2018-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	6,086,929	901,037		403,319
2019-04-23	2018-06-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	5,185,892	-3,854,015	-42.63	330,289	-40.71	0.0892
2018-08-14	2018-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	5,185,892	-3,854,015		330,289
2019-04-23	2018-03-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	9,039,907	2,099,901	30.26	557,039	25.87	0.1546
2018-05-14	2018-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	9,039,907	2,099,901		557,039
2019-04-23	2017-12-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	6,940,006	-522,864	-7.01	442,565	-10.05	0.1211
2018-02-14	2017-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	6,940,006	-522,864		442,565
2017-11-14	2017-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	7,462,870	-646,858	-7.98	492,027	-7.84	0.1474
2017-08-11	2017-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	8,109,728	-4,118,447	-33.68	533,864	-29.83	0.1613
2017-05-22	2017-03-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	12,228,175	-1,678,734	-12.07	760,837	-14.99	0.2338
2017-05-12	2017-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	12,228,175			760,837
2017-02-22	2016-12-31	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	13,906,909	-210,007	-1.49	895,048	-1.44	0.2929
2017-02-13	2016-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	13,906,909			895,048
2016-11-10	2016-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	14,116,916	760,815	5.70	908,142	-1.29	0.3102
2016-08-12	2016-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	13,356,101	-242,249	-1.78	919,968	-9.83	0.3323
2016-05-12	2016-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	13,598,350	-662,221	-4.64	1,020,286	-12.31	0.3926
2016-02-09	2015-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	14,260,571	-1,314,490	-8.44	1,163,519	-0.55	0.4212
2016-02-08	2015-09-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	15,575,061	-716,267	-4.40	1,169,999	2.35	0.4324
2015-11-09	2015-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	15,575,061			1,169,999
2015-08-12	2015-06-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	16,291,328	495,837	3.14	1,143,163	-7.05	0.3962
2015-05-14	2015-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	15,795,491	-479,411	-2.95	1,229,836	5.19	0.4529
2015-02-13	2014-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	16,274,902	-225,067	-1.36	1,169,190	15.07	0.4275
2014-12-16	2014-09-30	13F/A-1	EQUITY RESIDENTIAL	SH BEN INT	29476L107	16,499,969	226,148	1.39	1,016,070	7.67	0.3907
2014-11-14	2014-09-30	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	16,499,969			1,016,070
2014-05-13	2014-03-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	16,273,821	-2,582,991	-13.70	943,718	-3.52	0.3952
2014-02-13	2013-12-31	13F	EQUITY RESIDENTIAL	SH BEN INT	29476L107	18,856,812	547,962	2.99	978,104	-0.28	0.4160
2013-11-13	2013-09-30	13F	EQUITY RESIDENTIAL COM RE	COM	29476L107	18,308,850	608,965	3.44	980,804	-4.56	0.4636
2013-08-08	2013-06-30	13F	EQUITY RESIDENTIAL COM RE	COM	29476L107	17,699,885	17,699,885		1,027,656		0.5184

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.