Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership171 shares
Latest Disclosed Value $ 10,115
Mv Capital Management, Inc. reports 0.58% decrease in ownership of EQR / Equity Residential

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 171 shares of Equity Residential (MX:EQR) valued at $10,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 172 shares of Equity Residential. This represents a change in shares of -0.58% 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)
2026-04-30 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 171 -1 -0.58 10 0.00 0.0010
2026-02-23 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 172 -4 -2.27 11 -9.09 0.0010
2026-02-23 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 176 -1 -0.56 11 0.00 0.0011
2025-08-08 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 177 -13 -6.84 12 -15.38 0.0012
2025-04-15 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 190 -2 -1.04 14 0.00 0.0015
2025-02-12 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 192 -7 -3.52 14 -7.14 0.0015
2024-11-04 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 199 2 1.02 15 7.69 0.0016
2024-08-01 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 197 22 12.57 14 18.18 0.0015
2024-04-18 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 175 5 2.94 11 10.00 0.0013
2024-01-29 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 170 -136 -44.44 10 -41.18 0.0013
2023-11-07 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 306 33 12.09 18 -5.56 0.0024
2023-08-03 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 273 66 31.88 18 50.00 0.0024
2023-04-26 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 207 157 314.00 12 500.00 0.0017
2023-01-27 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 50 -81 -61.83 3 -77.78 0.0005
2022-10-24 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 131 52 65.82 9 50.00 0.0016
2022-07-19 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 79 -48 -37.80 6 -45.45 0.0010
2022-05-09 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 127 5 4.10 11 0.00 0.0017
2022-02-02 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 122 8 7.02 11 22.22 0.0016
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 114 44 62.86 9 80.00 0.0015
2021-08-03 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 70 60 600.00 5 400.00 0.0008
2021-05-12 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10 10 1 0.0002
2018-11-06 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -2,500 -100.00 0 -100.00
2018-08-14 2018-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 159 3.25 0.0413
2018-08-14 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 154
2018-05-09 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 154 -3.14 0.0408
2018-03-05 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 159 -3.64 0.0433
2017-11-15 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 165 0.00 0.0463
2017-08-01 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 165 5.77 0.0487
2017-05-15 2017-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 156 -3.11 0.0491
2017-02-14 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 161 0.00 0.0579
2016-11-15 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 161 -6.40 0.0585
2016-08-12 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 172 -8.51 0.0624
2016-05-13 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 188 -7.84 0.0761
2016-02-12 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 204 8.51 0.0804
2015-11-13 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 188 7.43 0.0855
2015-08-14 2015-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 175 -10.26 0.0711
2015-05-13 2015-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 0 0.00 195 8.33 0.0816
2015-03-12 2014-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,500 2,500 180 0.0817
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.