Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership17,727 shares
Latest Disclosed Value $ 1,048,552
CWM Advisors, LLC reports 59.75% decrease in ownership of EQR / Equity Residential

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 17,727 shares of Equity Residential (MX:EQR) valued at $1,048,552 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 44,037 shares of Equity Residential. This represents a change in shares of -59.75% 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/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 17,727 -26,310 -59.75 1,049 -62.25 0.2103
2026-04-23 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 45,694 1,657 2,703 0.2224
2026-02-17 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 44,037 -349 -0.79 2,776 -3.38 0.2498
2025-10-15 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 44,386 686 1.57 2,873 -2.58 0.2797
2025-07-24 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 43,700 4,036 10.18 2,949 3.87 0.3213
2025-06-03 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 39,664 1,749 4.61 2,839 4.38 0.3375
2025-01-17 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 37,915 -2,476 -6.13 2,721 -9.54 0.3045
2024-10-10 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 40,391 1,263 3.23 3,008 10.84 0.3077
2024-08-12 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 39,128 -10,460 -21.09 2,713 -13.29 0.3127
2024-05-07 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 49,588 4,987 11.18 3,129 14.74 0.3202
2024-02-12 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 44,601 1,189 2.74 2,728 7.03 0.3000
2023-10-26 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 43,412 -6,240 -12.57 2,549 -22.20 0.3254
2023-07-31 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 49,652 -2,370 -4.56 3,276 4.93 0.3962
2023-04-24 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 52,022 3,841 7.97 3,121 9.82 0.3972
2023-01-26 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 48,181 4,657 10.70 2,843 -2.87 0.3658
2022-11-07 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 43,524 -2,236 -4.89 2,926 -11.47 0.4134
2022-08-10 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 45,760 -1,322 -2.81 3,305 -21.94 0.4385
2022-04-21 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 47,082 -5,542 -10.53 4,234 -11.09 0.4900
2022-02-14 2021-12-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 52,624 4,966 10.42 4,762 23.50 0.5460
2021-11-09 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 47,658 14,563 44.00 3,856 51.33 0.4874
2021-08-10 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 33,095 2,224 7.20 2,548 15.24 0.3353
2021-04-30 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 30,871 6,957 29.09 2,211 55.92 0.3390
2021-02-12 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,914 -9,990 -29.47 1,418 -18.51 0.3136
2020-11-16 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 33,904 12,022 54.94 1,740 35.20 0.4788
2020-08-12 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 21,882 6,803 45.12 1,287 38.24 0.4445
2020-05-08 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 15,079 -2,069 -12.07 931 -32.93 0.3719
2020-01-24 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 17,148 545 3.28 1,388 -3.07 0.4977
2019-11-13 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 16,603 -591 -3.44 1,432 9.73 0.5460
2019-07-16 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 17,194 1,381 8.73 1,305 9.57 0.5489
2019-05-16 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 15,813 2,205 16.20 1,191 32.63 0.5531
2019-02-21 2018-12-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 13,608 260 1.95 898 1.58 0.6038
2019-02-01 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,667 330 638
2019-02-21 2018-09-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 13,348 712 5.63 884 9.81 0.5448
2018-11-07 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,337 5,702 619
2019-02-21 2018-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 12,636 3,828 43.46 805 48.25 0.5721
2018-07-19 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 3,635 -1,174 231
2019-02-22 2018-03-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 8,808 5,096 137.28 543 129.11 0.5532
2018-04-13 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,809 1,097 296
2019-02-21 2017-12-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 3,712 3,712 237 0.2015
2018-02-15 2017-12-31 13F Equity Residential SH BEN INT 29476L107 1,059 68 0.0542
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.