EQR
EQUITY RESIDENTIALMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $29 | $65 | +128% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $66 | $65 | -1% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $66 | $65 | -1% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $66 | $65 | -1% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $66 | $65 | -1% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $66 | $65 | -1% |
| Soros Fund Management | Q1 2026(8Q snapshot) | 1Q | $63 | $65 | +4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q2 2025 | Q3 2025 | → $61 | -9% |
| Two Sigma Investments | Q3 2024 | Q2 2025 | → $68 | +2% |
| D1 Capital Partners | Q3 2023 | Q3 2024 | → $66 | +15% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at EQUITY RESIDENTIAL. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 18, 2026 — the most recent Form 4 on file — not from today.
- Form 40000906107-26-000019May 18, 2026
- Form 40000906107-26-000017Mar 4, 2026
- Form 40000906107-26-000016Feb 19, 2026
- Form 40000906107-26-000015Feb 19, 2026
- Form 40000906107-26-000014Feb 19, 2026
- Form 40000906107-26-000013Feb 11, 2026
- Form 40000906107-26-000012Feb 11, 2026
- Form 40000906107-26-000010Feb 11, 2026
- Form 40000906107-26-000009Feb 11, 2026
- Form 40000906107-26-000008Feb 11, 2026
- Form 40000906107-26-000007Feb 11, 2026
- Form 40000906107-26-000006Feb 11, 2026
- Form 40000906107-26-000005Jan 21, 2026
- Form 40000906107-26-000004Jan 21, 2026
- Form 40000906107-26-000003Jan 21, 2026
Fundamentals
XBRL · EQUITY RESIDENTIALAnnual figures sourced directly from EQUITY RESIDENTIAL's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for EQUITY RESIDENTIAL — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- 8-KMaterial eventMay 21, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 28, 2026
- 8-KMaterial eventApr 15, 2026
- DEF 14AProxy statementApr 14, 2026
- 8-KMaterial eventMar 2, 2026
- 10-KAnnual reportFeb 13, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventDec 4, 2025
- 8-KMaterial eventDec 1, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventSep 8, 2025
- 8-KMaterial eventSep 2, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $64 | $66 | +3% |
| Soros Fund Management | Q1 2026 | open | $63 | $65 | +4% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $68 | $61 | -9% |
| Citadel Advisors | Q3 2024 | open | $66 | $65 | -1% |
| Two Sigma Investments | Q3 2024 | Q2 2025 | $66 | $68 | +2% |
| D.E. Shaw | Q3 2024 | open | $66 | $65 | -1% |
| AQR Capital Management | Q3 2024 | open | $66 | $65 | -1% |
| Millennium Management | Q3 2024 | open | $66 | $65 | -1% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $66 | $68 | +2% |
| Renaissance Technologies | Q3 2024 | open | $66 | $65 | -1% |
| D1 Capital Partners | Q3 2023 | Q3 2024 | $58 | $66 | +15% |
| Bridgewater Associates | Q3 2021 | Q2 2023 | $69 | $55 | -19% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $46 | $49 | +7% |
| Bridgewater Associates | Q3 2018 | Q1 2019 | $50 | $56 | +12% |
| Bridgewater Associates | Q4 2017 | Q2 2018 | $51 | $45 | -12% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $45 | $43 | -4% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $39 | $45 | +13% |
| Bridgewater Associates | Q3 2013 | Q1 2014 | $29 | $32 | +13% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.