Equity Residential
US ˙ NYSE ˙ US29476L1070

SecurityEQR / Equity Residential
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership5,433,423 shares
Latest Disclosed Value $ 321,381,729
Dimensional Fund Advisors Lp reports 1.17% increase in ownership of EQR / Equity Residential

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 5,433,423 shares of Equity Residential (US:EQR) valued at $321,386,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,370,352 shares of Equity Residential. This represents a change in shares of 1.17% during the quarter. The current value of the position is $370,505,114 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)
2026-05-07 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,433,423 63,071 1.17 321,382 -5.07 0.0668
2026-02-12 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,370,352 170,717 3.28 338,553 0.59 0.0710
2025-11-12 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,199,635 173,002 3.44 336,564 -0.79 0.0722
2025-08-12 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,026,633 -50,971 -1.00 339,248 -6.66 0.0785
2025-05-13 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,077,604 -146,972 -2.81 363,451 -3.06 0.0903
2025-02-13 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,224,576 60,099 1.16 374,911 -2.50 0.0900
2024-11-07 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,164,477 -68,399 -1.31 384,541 5.98 0.0933
2024-08-09 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,232,876 5,933 0.11 362,839 9.99 0.0948
2024-05-10 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,226,943 18,156 0.35 329,872 3.54 0.0893
2024-02-07 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,208,787 10,537 0.20 318,582 4.39 0.0930
2023-11-09 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,198,250 84,303 1.65 305,192 -9.54 0.1001
2023-08-09 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,113,947 56,474 1.12 337,365 11.18 0.1075
2023-05-12 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,057,473 102,401 2.07 303,439 103,817.12 0.1022
2023-02-09 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 4,955,072 -338,238 -6.39 292 -99.92 0.0864
2022-11-10 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,293,310 -100,256 -1.86 355,811 -8.65 0.1366
2022-08-12 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,393,566 -70,216 -1.29 389,521 -20.72 0.1397
2022-05-13 2022-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,463,782 -57,343 -1.04 491,316 -1.67 0.1514
2022-02-09 2021-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,521,125 -91,079 -1.62 499,661 10.02 0.1511
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,612,204 -95,451 -1.67 454,147 3.33 0.1463
2021-08-12 2021-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,707,655 -229,686 -3.87 439,494 3.34 0.1391
2021-05-14 2021-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,937,341 -107,310 -1.78 425,303 18.69 0.1407
2021-03-08 2020-12-31 13F/A-2 EQUITY RESIDENTIAL REIT 29476L107 6,044,651 98,338 1.65 358,325 17.40 0.1294
2021-02-11 2020-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 6,044,651 98,338 358,325 129,407.9440
2020-11-12 2020-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,946,313 403,314 7.28 305,220 -6.38 0.1294
2020-08-13 2020-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,542,999 76,604 1.40 326,026 -3.35 0.1433
2020-05-14 2020-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,466,395 -53,481 -0.97 337,341 -24.48 0.1757
2020-02-14 2019-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,519,876 -29,885 -0.54 446,667 -6.70 0.1628
2019-11-12 2019-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,549,761 954 0.02 478,723 13.64 0.1860
2019-08-13 2019-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,548,807 12,035 0.22 421,263 1.01 0.1636
2019-08-12 2019-03-31 13F/A-2 EQUITY RESIDENTIAL REIT 29476L107 5,536,772 31,457 0.57 417,034 14.76 0.1661
2019-05-10 2019-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,536,772 31,457 417,034
2019-02-26 2018-12-31 13F/A-1 EQUITY RESIDENTIAL REIT 29476L107 5,505,315 -55,894 -1.01 363,409 -1.37 0.1646
2019-02-13 2018-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,505,315 -55,894 363,409
2018-11-13 2018-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,561,209 17,998 0.32 368,473 4.37 0.1403
2018-08-10 2018-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,543,211 71,485 1.31 353,044 4.71 0.1407
2018-05-11 2018-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,471,726 143,803 2.70 337,167 -0.76 0.1405
2018-02-12 2017-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 5,327,923 129,484 2.49 339,765 -0.87 0.1408
2017-11-13 2017-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,198,439 97,505 1.91 342,732 2.06 0.1498
2017-08-11 2017-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 5,100,934 132,633 2.67 335,798 8.63 0.1550
2017-05-12 2017-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,968,301 97,989 2.01 309,127 -1.38 0.1477
2017-02-09 2016-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,870,312 61,073 1.27 313,450 1.32 0.1566
2016-11-10 2016-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 4,809,239 45,460 0.95 309,379 -5.71 0.1672
2016-08-09 2016-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 4,763,779 110,586 2.38 328,125 -6.02 0.1888
2016-05-13 2016-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,653,193 135,266 2.99 349,128 -5.29 0.2090
2016-02-10 2015-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,517,927 160,496 3.68 368,619 12.62 0.2298
2015-11-13 2015-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 4,357,431 31,911 0.74 327,323 7.84 0.2149
2015-08-14 2015-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 4,325,520 5,694 0.13 303,523 -9.76 0.1859
2015-05-14 2015-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,319,826 27,380 0.64 336,346 9.07 0.2124
2015-02-06 2014-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,292,446 10,714 0.25 308,375 16.95 0.2025
2014-11-13 2014-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 4,281,732 73,677 1.75 263,670 -0.54 0.1868
2014-08-08 2014-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 4,208,055 176,233 4.37 265,110 13.39 0.1843
2014-05-14 2014-03-31 13F EQUITY RESIDENTIAL REIT 29476L107 4,031,822 144,857 3.73 233,802 15.96 0.1747
2014-02-12 2013-12-31 13F EQUITY RESIDENTIAL REIT 29476L107 3,886,965 160,257 4.30 201,618 0.99 0.1571
2013-11-13 2013-09-30 13F EQUITY RESIDENTIAL REIT 29476L107 3,726,708 114,978 3.18 199,643 -4.80 0.1728
2013-08-15 2013-06-30 13F EQUITY RESIDENTIAL REIT 29476L107 3,611,730 3,611,730 209,699 0.1975
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.