Equity Residential
US ˙ NYSE ˙ US29476L1070

SecurityEQR / Equity Residential
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership14,186 shares
Latest Disclosed Value $ 839,071
Arkadios Wealth Advisors reports 17.80% increase in ownership of EQR / Equity Residential

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 14,186 shares of Equity Residential (US:EQR) valued at $839,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,042 shares of Equity Residential. This represents a change in shares of 17.80% during the quarter. The current value of the position is $967,343 USD.

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)
2026-05-18 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 14,186 2,144 17.80 839 10.54 0.0088
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 12,042 747 6.61 759 3.83 0.0147
2025-10-29 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 11,295 1,316 13.19 731 8.62 0.0175
2025-08-04 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,979 807 8.80 674 2.59 0.0199
2025-05-08 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,172 1,169 14.61 657 14.29 0.0248
2025-01-15 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 8,003 -340 -4.08 574 -7.57 0.0313
2024-10-24 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 8,343 -810 -8.85 621 -2.05 0.0352
2024-07-29 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,153 -10 -0.11 635 9.69 0.0428
2024-04-30 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,163 -263 -2.79 578 0.35 0.0448
2024-01-24 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,426 4,909 108.68 577 117.36 0.0487
2023-10-13 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 4,517 719 18.93 265 6.00 0.0252
2023-07-26 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 3,798 -1,355 -26.30 251 -19.09 0.0291
2023-05-02 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,153 32 0.62 309 2.32 0.0368
2023-01-11 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,121 -492 -8.77 302 0.0401
2022-10-21 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,613 -776 -12.15 0 0.0571
2022-07-14 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 6,389 -318 -4.74 0 0.0686
2022-05-02 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 6,707 -1,796 -21.12 1 0.0790
2022-02-03 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 8,503 -1,486 -14.88 1 0.1018
2021-10-19 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,989 56 0.56 1 0.1165
2021-07-28 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 9,933 7,943 399.15 1 0.0931
2021-04-26 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 1,990 339 20.53 0 0.0234
2021-02-09 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 1,651 -7,616 -82.18 0 -100.00 0.0204
2020-11-10 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT Real Estate Investment Trust 29476L107 9,267 1,670 21.98 481 10.85 0.2410
2020-08-10 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT Real Estate Investment Trust 29476L107 7,597 7,519 9,639.74 433 10,725.00 0.2403
2020-05-14 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT Real Estate Investment Trust 29476L107 78 78 5 0.0031
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.