Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionMCF Advisors LLC
Latest Disclosed Ownership205 shares
Latest Disclosed Value $ 12,270
MCF Advisors LLC reports 33.99% increase in ownership of EQR / Equity Residential

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 205 shares of Equity Residential (MX:EQR) valued at $12,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 153 shares of Equity Residential. This represents a change in shares of 33.99% 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)
2026-05-11 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 205 52 33.99 12 33.33 0.0005
2026-02-11 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 153 84 121.74 10 125.00 0.0005
2025-11-05 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 69 69 5 0.0003
2023-01-31 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -291 -100.00 0 -100.00
2022-11-09 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 291 -246 -45.81 20 -48.72 0.0022
2022-08-11 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 537 2 0.37 39 -18.75 0.0041
2022-05-05 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 535 535 48 0.0045
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -282 -100.00 0 -100.00
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 282 2 0.71 23 4.55 0.0023
2021-08-10 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 280 2 0.72 22 10.00 0.0023
2021-05-13 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 278 0 0.00 20 25.00 0.0023
2021-02-09 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 278 278 16 0.0019
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.