Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionBrookfield Asset Management Inc.
ManagerBruce Flatt
Latest Disclosed Ownership136,141 shares
Latest Disclosed Value $ 8,052,740
Brookfield Asset Management Inc. ownership in EQR / Equity Residential

On May 15, 2026 - Brookfield Asset Management Inc. filed a 13F-HR form disclosing ownership of 136,141 shares of Equity Residential (MX:EQR) valued at $8,052,740 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 15, 2024 disclosing 0 shares of Equity Residential.

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)
2026-05-15 2026-03-31 13F Equity Residential SH BEN INT 29476L107 136,141 136,141 8,053 0.0062
2024-08-15 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -730,879 -100.00 0 -100.00
2024-05-15 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 730,879 -170,270 -18.89 46,126 -16.31 0.2724
2024-02-14 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 901,149 -202,298 -18.33 55,114 -14.93 0.3147
2023-11-14 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,103,447 320,403 40.92 64,783 25.41 0.4050
2023-09-26 2023-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 783,044 770,961 6,380.54 51,657 4,621.85 0.2038
2023-08-14 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 783,044 770,961 51,657 0.1925
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 12,083 12,083 1,094 0.0043
2021-08-17 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -1,070,800 -100.00 0 -100.00
2021-05-17 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,070,800 -31,300 -2.84 76,701 17.40 0.3816
2021-02-16 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,102,100 1,102,100 65,332 0.2936
2018-11-14 2018-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -1,225,800 -100.00 0 -100.00
2018-05-16 2018-03-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,225,800 1,225,800 75,534 0.3171
2018-05-15 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,225,800 1,225,800 75,534
2017-02-14 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -2,263,684 -100.00 0 -100.00
2017-08-23 2016-09-30 13F/A-5 EQUITY RESIDENTIAL SH BEN INT 29476L107 2,263,684 929,472 69.66 145,623 58.46 0.7911
2016-11-14 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,263,684 145,623
2017-08-23 2016-06-30 13F/A-6 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,334,212 -88,922 -6.25 91,901 -13.93 0.4521
2016-11-18 2016-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,334,212 0 91,901 0.4779
2016-08-12 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,334,212 91,901
2017-08-23 2016-03-31 13F/A-4 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,423,134 -719,710 -33.59 106,778 -38.93 0.5459
2016-05-11 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,423,134 106,778
2016-02-16 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,142,844 67,510 3.25 174,834 12.15 0.9618
2015-12-15 2015-09-30 13F/A-4 EQUITY RESIDENTIAL SH BEN INT 29476L107 2,075,334 531,734 34.45 155,899 43.93 0.8748
2015-11-17 2015-09-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 2,075,334 0 155,899 0.9219
2015-11-20 2015-09-30 13F/A-3 EQUITY RESIDENTIAL SH BEN INT 29476L107 2,075,334 0 155,899 0.8653
2015-11-13 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,075,334 155,899
2015-11-17 2015-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,543,600 22,120 108,314 0.6281
2015-12-15 2015-06-30 13F/A-3 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,543,600 1,543,600 0.00 108,314 0.00 0.6348
2015-08-14 2015-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,543,600 108,314
2015-02-12 2014-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -1,521,480 -100.00 0 -100.00
2014-11-12 2014-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,521,480 -234,000 -13.33 93,693 -15.28 0.5526
2014-09-08 2014-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,755,480 -197,500 -10.11 110,595 -2.35 0.7135
2014-08-15 2014-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,755,480 110,595
2014-05-15 2014-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 1,952,980 -1,090,127 -35.82 113,253 -28.25 0.4903
2014-02-14 2013-12-31 13F Equity Residential SH BEN INT 29476L107 3,043,107 -300,100 -8.98 157,846 -11.87 0.8675
2013-11-21 2013-09-30 13F/A-1 Equity Residential SH BEN INT 29476L107 3,376,407 3,085,717 176,789 0.9124
2013-12-10 2013-09-30 13F/A-2 Equity Residential SH BEN INT 29476L107 3,343,207 3,052,517 1,050.09 179,096 6.12 0.9239
2013-11-14 2013-09-30 13F Equity Residential SH BEN INT 29476L107 3,376,407 176,789
2013-12-16 2013-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 290,690 290,690 168,775 0.8723
2013-08-15 2013-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,906,900 168,775 1.0350
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.