Equity Residential
US ˙ NYSE ˙ US29476L1070

SecurityEQR / Equity Residential
InstitutionWhittier Trust Co
Latest Disclosed Ownership545 shares
Latest Disclosed Value $ 32,733
Whittier Trust Co reports 74.88% decrease in ownership of EQR / Equity Residential

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 545 shares of Equity Residential (US:EQR) valued at $32,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,170 shares of Equity Residential. This represents a change in shares of -74.88% during the quarter. The current value of the position is $36,046 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)
2026-04-28 2026-03-31 13F EQUITY RESID. PROP common 29476L107 545 -1,625 -74.88 33 -76.30 0.0002
2026-01-26 2025-12-31 13F EQUITY RESID. PROP common 29476L107 2,170 256 13.38 135 11.57 0.0015
2025-10-31 2025-09-30 13F EQUITY RESIDENTIAL common 29476L107 1,914 -101 -5.01 121 -10.37 0.0014
2025-07-30 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 2,015 289 16.74 136 9.76 0.0016
2025-05-02 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 1,726 0 0.00 124 0.00 0.0017
2025-02-11 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 1,726 -100 -5.48 124 -8.89 0.0016
2024-10-21 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 1,826 0 0.00 136 7.14 0.0018
2024-07-29 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 1,826 201 12.37 127 23.53 0.0018
2024-05-02 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 1,625 0 0.00 103 3.03 0.0015
2024-01-11 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 1,625 -865 -34.74 99 -32.19 0.0016
2023-10-27 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 2,490 50 2.05 146 -8.75 0.0026
2023-07-24 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 2,440 -16 -0.65 161 8.84 0.0028
2023-04-21 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 2,456 0 0.00 147 2.08 0.0027
2023-01-25 2022-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 2,456 -2,676 -52.14 145 -58.26 0.0028
2022-10-21 2022-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,132 -2,626 -33.85 345 -38.39 0.0072
2022-07-28 2022-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,758 65 0.84 560 -19.08 0.0113
2022-04-29 2022-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,693 17 0.22 692 -0.43 0.0117
2022-01-19 2021-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,676 -110 -1.41 695 10.32 0.0113
2021-11-01 2021-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,786 0 0.00 630 5.00 0.0115
2021-07-29 2021-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,786 0 0.00 600 7.53 0.0107
2021-04-26 2021-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,786 -76 -0.97 558 19.74 0.0108
2021-01-29 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 7,862 -220 -2.72 466 12.29 0.0100
2020-10-30 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 8,082 0 0.00 415 -12.63 0.0099
2020-07-10 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 8,082 2,440 43.25 475 36.49 0.0132
2020-04-27 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,642 76 1.37 348 -22.67 0.0114
2020-01-31 2019-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,566 10 0.18 450 -6.05 0.0118
2019-10-18 2019-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,556 16 0.29 479 13.78 0.0137
2019-07-23 2019-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,540 0 0.00 421 0.96 0.0124
2019-04-29 2019-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,540 0 0.00 417 13.93 0.0128
2019-02-07 2018-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,540 0 0.00 366 -0.27 0.0126
2018-10-23 2018-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,540 0 0.00 367 3.97 0.0115
2018-07-27 2018-06-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,540 -117 -2.07 353 1.15 0.0117
2018-07-20 2018-06-30 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 5,933 276 374
2018-05-01 2018-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,657 117 2.11 349 -1.13 0.0117
2018-02-07 2017-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,540 210 3.94 353 0.57 0.0123
2017-10-23 2017-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,330 0 0.00 351 0.00 0.0128
2017-07-20 2017-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,330 0 0.00 351 5.72 0.0136
2017-04-26 2017-03-31 13F EQUITY RESIDENTIAL REIT'S 29476L107 5,330 0 0.00 332 -3.21 0.0134
2017-01-18 2016-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,330 0 0.00 343 0.00 0.0146
2016-11-10 2016-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,330 0 0.00 343 -6.54 0.0149
2016-07-28 2016-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 5,330 -713 -11.80 367 -18.98 0.0162
2016-04-28 2016-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT'S 29476L107 6,043 0 0.00 453 -8.11 0.0200
2016-02-10 2015-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT?S 29476L107 6,043 0 0.00 493 8.59 0.0224
2015-11-12 2015-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT?S 29476L107 6,043 -250 -3.97 454 2.71 0.0221
2015-08-13 2015-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT?S 29476L107 6,293 250 4.14 442 -6.16 0.0196
2015-05-05 2015-03-31 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 6,043 6,043 0.00 471 0.0216
2015-02-04 2014-12-31 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 0 -5,933 -100.00 0 -100.00
2014-11-07 2014-09-30 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 5,933 0 0.00 365 -2.41 0.0178
2014-08-04 2014-06-30 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 5,933 0 0.00 374 8.72 0.0184
2014-05-01 2014-03-31 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 5,933 0 0.00 344 11.69 0.0176
2014-02-05 2013-12-31 13F EQUITY RESIDENTIAL SH BEN INT US LARGE CAP EQUITIES 29476L107 5,933 0 0.00 308 -3.14 0.0158
2013-11-18 2013-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 5,933 -1,100 -15.64 318 -22.06 0.0172
2013-08-14 2013-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,033 7,033 408 0.0229
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.