Equity Residential
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership18,590 shares
Latest Disclosed Value $ 1,099,628
Rockefeller Capital Management L.P. reports 30.00% increase in ownership of EQR / Equity Residential

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 18,590 shares of Equity Residential (MX:EQR) valued at $1,099,628 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 14,300 shares of Equity Residential. This represents a change in shares of 30.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 18,590 4,290 30.00 1,100 21.98 0.0010
2026-03-16 2025-12-31 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 14,300 -2,067 -12.63 901 -14.92 0.0016
2026-02-14 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 14,300 -2,067 902 0.0008
2025-11-14 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 16,367 5,716 53.67 1,059 47.49 0.0021
2025-08-14 2025-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT 29476L107 10,651 10,651 719 0.0016
2025-08-08 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 10,651 10,651 719 0.0009
2023-11-14 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -4,681 -100.00 0 -100.00
2023-08-14 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,681 -975 -17.24 309 0.0012
2023-05-16 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,656 -2,832 -33.36 0 -100.00 0.0015
2023-03-06 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,488 -743 -8.05 500 -19.35 0.0025
2022-11-02 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 9,231 -4,276 -31.66 620 -36.41 0.0032
2022-08-12 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13,507 -5,583 -29.25 975 -43.18 0.0052
2022-05-13 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 19,090 1,585 9.05 1,716 8.33 0.0083
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 17,505 4,931 39.22 1,584 55.75 0.0074
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 12,574 8,032 176.84 1,017 192.24 0.0053
2021-08-10 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,542 1,912 72.70 348 85.11 0.0020
2021-05-11 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,630 -20,340 -88.55 188 -86.19 0.0013
2021-02-12 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 22,970 98 0.43 1,361 15.93 0.0103
2020-11-13 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 22,872 -66 -0.29 1,174 -12.97 0.0110
2020-08-12 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 22,938 -250 -1.08 1,349 -5.73 0.0141
2020-05-12 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,188 -807 -3.36 1,431 -26.31 0.0188
2020-02-07 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 23,995 23,679 7,493.35 1,942 7,092.59 0.0242
2019-11-12 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 316 -9 -2.77 27 8.00 0.0004
2019-08-09 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 325 -1,706 -84.00 25 -83.66 0.0003
2019-05-10 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 2,031 2,018 15,523.08 153 15,200.00 0.0022
2019-02-12 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 13 13 1 0.0000
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.