Equity Residential
US ˙ NYSE ˙ US29476L1070

SecurityEQR / Equity Residential
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership245 shares
Latest Disclosed Value $ 14,492
IFP Advisors, Inc reports 12.90% increase in ownership of EQR / Equity Residential

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 245 shares of Equity Residential (US:EQR) valued at $14,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 217 shares of Equity Residential. This represents a change in shares of 12.90% during the quarter. The current value of the position is $16,204 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)
2026-04-13 2026-03-31 13F EQUITY RESIDENTIAL cs 29476L107 245 28 12.90 14 7.69 0.0003
2026-02-06 2025-12-31 13F EQUITY RESIDENTIAL cs 29476L107 217 -62 -22.22 14 -27.78 0.0003
2026-02-06 2025-09-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT cs 29476L107 279 279 18 -58.14 0.0005
2025-12-02 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT cs 29476L107 0 0 68 0.0017
2025-07-24 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT cs 29476L107 0 -122 -100.00 43 437.50 0.0012
2025-05-05 2025-03-31 13F EQUITY RESIDENTIAL cs 29476L107 122 39 46.99 9 60.00 0.0003
2025-02-04 2024-12-31 13F EQUITY RESIDENTIAL cs 29476L107 83 7 9.21 6 0.00 0.0002
2025-02-04 2024-09-30 13F EQUITY RESIDENTIAL cs 29476L107 76 0 0.00 6 0.00 0.0002
2024-07-30 2024-06-30 13F EQUITY RESIDENTIAL cs 29476L107 76 -7 -8.43 5 0.00 0.0002
2024-07-30 2024-03-31 13F EQUITY RESIDENTIAL cs 29476L107 83 -19 -18.63 5 -16.67 0.0002
2024-01-09 2023-12-31 13F EQUITY RESIDENTIAL cs 29476L107 102 -144 -58.54 6 -57.14 0.0003
2023-10-12 2023-09-30 13F EQUITY RESIDENTIAL cs 29476L107 246 0 0.00 14 -12.50 0.0006
2023-08-14 2023-06-30 13F/A-1 EQUITY RESIDENTIAL cs 29476L107 246 -26 -9.56 16 6.67 0.0007
2023-08-04 2023-06-30 13F EQUITY RESIDENTIAL cs 29476L107 246 -26 14 0.0006
2023-04-18 2023-03-31 13F EQUITY RESIDENTIAL cs 29476L107 272 -401 -59.58 15 0.0007
2023-02-07 2022-12-31 13F EQUITY RESIDENTIAL re 29476L107 673 -103 -13.27 0 -100.00 0.0011
2022-11-08 2022-09-30 13F EQUITY RESIDENTIAL cs 29476L107 776 189 32.20 47 34.29 0.0012
2022-09-06 2022-06-30 13F/A-1 EQUITY RESIDENTIAL cs 29476L107 587 0 0.00 35 0.00 0.0011
2022-09-06 2022-03-31 13F/A-1 EQUITY RESIDENTIAL cs 29476L107 587 198 50.90 35 -5.41 0.0011
2022-08-08 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 386 -3 24 0.0005
2022-01-12 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 389 -489 -55.69 37 -47.89 0.0007
2021-10-06 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 878 -6,644 -88.33 71 -87.67 0.0014
2021-07-13 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 7,522 527 7.53 576 14.74 0.0119
2021-04-30 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 6,995 -1,373 -16.41 502 1.01 0.0098
2021-01-25 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 8,368 726 9.50 497 26.46 0.0201
2020-10-29 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 7,642 6,899 928.53 393 813.95 0.0235
2020-08-05 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 743 30 4.21 43 2.38 0.0034
2020-05-12 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 713 -3,964 -84.76 42 -88.83 0.0042
2020-01-17 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 4,677 -167 -3.45 376 -9.83 0.0283
2019-11-07 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT Stock 29476L107 4,844 4,733 4,263.96 417 4,533.33 0.0279
2019-05-15 2019-03-31 13F EQUITY RESIDENTIAL Stock 29476L107 111 -5,232 -97.92 9 -97.46 0.0012
2019-06-03 2018-12-31 13F/A-10 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,343 -303 -5.37 354 -5.35 0.0216
2019-01-23 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,343 -303 354 0.0216
2019-06-03 2018-09-30 13F/A-9 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,646 0 0.00 374 3.89 0.0152
2018-10-25 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,646 0 374 0.0152
2019-06-03 2018-06-30 13F/A-8 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,646 5,183 1,119.44 360 1,100.00 0.0151
2018-08-07 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 5,646 5,183 360
2019-06-03 2018-03-31 13F/A-7 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 463 0 0.00 30 0.00 0.0014
2018-05-09 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 463 0 29
2019-06-03 2017-12-31 13F/A-6 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 463 -100 -17.76 30 -18.92 0.0014
2018-01-24 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 463 -100 30
2017-10-30 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 563 -16 -2.76 37 -2.63 0.0015
2019-06-03 2017-06-30 13F/A-5 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 579 -47 -7.51 38 -2.56 0.0016
2017-07-31 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 579 -47 38
2019-06-03 2017-03-31 13F/A-4 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 626 90 16.79 39 14.71 0.0017
2017-04-26 2017-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 626 90 39
2019-06-03 2016-12-31 13F/A-3 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 536 -105 -16.38 34 -17.07 0.0016
2017-02-14 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 536 -105 34
2016-11-04 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 641 -55 -7.90 41 -14.58 0.0021
2019-06-03 2016-06-30 13F/A-2 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 696 585 527.03 48 433.33 0.0027
2016-08-22 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 696 585 48
2019-06-03 2016-03-31 13F/A-1 EQUITY RESIDENTIAL Stock 29476L107 111 -376 -77.21 9 -77.50 0.0012
2016-05-02 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 660 173 50
2016-02-11 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 487 487 40 0.0027
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.