Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership11,915 shares
Latest Disclosed Value $ 704,773
AE Wealth Management LLC reports 8.01% increase in ownership of EQR / Equity Residential

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 11,915 shares of Equity Residential (MX:EQR) valued at $704,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,031 shares of Equity Residential. This represents a change in shares of 8.01% during the quarter.

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)
2026-05-13 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,915 884 8.01 705 1.29 0.0001
2026-01-26 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 11,031 350 3.28 695 0.58 0.0040
2025-11-03 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,681 10,681 691 0.0044
2024-11-14 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -4,634 -100.00 0 -100.00
2024-08-12 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,634 4,634 321 0.0032
2024-05-15 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -10,528 -100.00 0 -100.00
2024-02-14 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,528 -6,833 -39.36 623 -38.96 0.0032
2023-10-11 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 17,361 -58,222 -77.03 1,019 -79.56 0.0061
2023-07-10 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 75,583 66,092 696.36 4,986 776.27 0.0300
2023-04-14 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,491 577 6.47 569 8.38 0.0037
2023-01-31 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,914 686 8.34 526 -5.06 0.0038
2022-10-25 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,228 242 3.03 553 -4.16 0.0044
2022-08-03 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,986 475 6.32 577 -14.52 0.0046
2022-04-18 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,511 427 6.03 675 5.30 0.0046
2022-01-20 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,084 -47,982 -87.14 641 -85.61 0.0045
2021-11-01 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 55,066 3,462 6.71 4,456 12.16 0.0367
2021-07-21 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 51,604 8,841 20.67 3,973 29.71 0.0347
2021-04-27 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 42,763 4,054 10.47 3,063 33.46 0.0309
2021-02-01 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 38,709 6,561 20.41 2,295 39.09 0.0260
2020-11-06 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 32,148 5,023 18.52 1,650 3.38 0.0235
2020-08-05 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 27,125 27,125 1,596 0.0247
2020-05-07 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -6,338 -100.00 0 -100.00
2020-01-15 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,338 2,438 62.51 513 52.68 0.0111
2019-11-05 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,900 1,112 39.89 336 58.49 0.0097
2019-07-22 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,788 2,788 212 0.0064
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.